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==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 Transaction|Personal transactions]] (by type).
* Résumé file.
* Any [[Custom Fields|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|role]] for contacts and a category for companies that will be used to pass [[Custom Field|custom field]] data between [[Instance|instances]]. Each instance should use the same [[Role|role]] and category.
* Activate the '''Object Sync''' feature in each [[Instance|instance]] through the [[Global Settings]] page.
* The [[Instance|instance]] details for each copy must be added to the other [[Instance|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.
[[Category:System Management]][[Category:Universal Tracking Application]][[Category:Glossary]]
'''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 Transaction|Personal transactions]] (by type).
* Résumé file.
* Any [[Custom Fields|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|role]] for contacts and a category for companies that will be used to pass [[Custom Field|custom field]] data between [[Instance|instances]]. Each instance should use the same [[Role|role]] and category.
* Activate the '''Object Sync''' feature in each [[Instance|instance]] through the [[Global Settings]] page.
* The [[Instance|instance]] details for each copy must be added to the other [[Instance|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.
[[Category:System Management]][[Category:Universal Tracking Application]][[Category:Glossary]]
