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* Establish a common [[Role|role]] for contacts and a category for companies that will be used to pass [[Custom Field|custom field]] data between instances. Each [[Instance|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’s [[UTA]]instance.
* An encryption key must be generated for each organisation that exchanges data.
* Securely pass the encryption key to the appropriate organisation.
