ObjectSync

This feature is deprecated and should no longer be used, but may still be available for reasons of backwards compatibility.

Overview

ObjectSync provides for instant transfer of company, contact and related data between multiple copies.

The objects that can be passed are:

• Contact/User.
• Organization.
• Personal transactions (by type).
• Résumé file.
• Any custom fields attached to any of these objects.

Activating ObjectSync

The following steps need to be followed in order to implement this feature.

• Establish a common role for contacts and a category for companies that will be used to pass custom field data between instances. Each instance should use the same role and category.
• Activate the Object Sync feature in each instance through the Classic Options page on the Global Settings page.
• The instance details for each copy must be added to the other instance's UTA.
• An encryption key must be generated for each organisation that exchanges data.
• Securely pass the encryption key to the appropriate organisation.
• Test the process thoroughly with sample data before using the feature in a production setting.