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Object Synchronization feature allows to import lists of objects from external sources instead of creating objects manually one by one. Using Object Synchronization you can also update lists of objects automatically.

Setting Up New Synchronization

Data Objects may be synchronized with the import of .CSV data file UTF-8 encoded (up to two bytes per character). The file can be stored on the local computer or remotely on the FTP, HTTP etc. servers.

To set up new synchronization:

  1.  Go to the Data Models tab. 
  2.  Choose the Data Model you would like to update.
  3.  Click Import button: 

    Updating Objects List
  4. You will be redirected to the Synchronization page.Click Setup New Import:
    Setup New Impoer

  5. On the Import settings page select the file to import. Platform provides two options - it is possible to upload the file either from your computer of from network or internet.  
    1. To browse data file located on your computer:
      • Choose the from your computer option.
      •  Click Browse on the Import Settings page, select and import the CSV file with objects:

        Browse a File

      • Check Consider First Line as Header if your CSV file contains column headers.
      • Set the delimiters that are used in your CSV file. 
      • If you want a notification to be emailed in case of an import failure, you can specify an email address.
      • Click Next.
      • If you perform synchronization not for the first time, you will also need to choose whether your records should be updated with the source data if any differences are detected:


    2. To import objects from remote data source:
      •  Select the from network or internet option.
      •  If you indicated link on FTP/SFTP/SslFTP(explicit or implicit) location, link structure should be as follows:

        ftp://file_location
      • Specify login and password for this location.
      • Select protocol.
      • Check Consider First Line as Header if your CSV file contains column headers.
      • Set the delimiters that are used in your CSV file.
      • If you want a notification to be emailed in case of an import failure, you can specify an email address:

      • If you wish to import the file every time, even if it has not been changed after the last import, select the checkbox under step 4:
        Import file every time, regardless of its state.
      • Click Next.

 If you import objects from remote data sources, you can either import objects right away or schedule automatic data synchronization.
  • Import Time Select start synchronization time and time zone. For more information on time zones see the Time Zones help topic.
  • Recurrence pattern Select synchronization recurrence.
  • Range of recurrence Indicate time period when scheduling settings should be applied.
  • Specify the email address and notification emails will be sent to this address in case of errors during the import.
  • Click the Finish button to apply all settings and perform synchronization.
  • If you use both the Delete the records not found in the synchronization file and the scheduled synchronization with the external source options, and the data file does not have more than 10% of records that appear in the Data model, such an import will not be performed in order to avoid accidental deletion of records. If you still need to perform such an import please either deactivate the Delete the records not found in the synchronization file option or delete records from the Data model manually before the synchronization.

Import File Preview

On the Import file preview page you can see a table with the objects to be imported. 

 Import file preview

If everything looks good, click Next to go to the Edit Fields page. If the preview does not look correct, please click Back button and re-upload the file.

Mapping Fields

If you are importing objects to an existing data model, on the Mapping page you can map .CSV file fields to the fields that are already present in the Data Model. If the data file contains more fields than appear in the Data Model, you can add new Data Model fields right from this page.

To map the fields:

  1. Click the data source column from the Import File columns field.
  2. Click the column you want to synchronize with from the Data Model Fields field.
  3. Click Apply Mapping.

  4. When you need to delete a mapping click Remove.

  5. Select the column to use as a unique identifier so there are no duplicates within the Data Model. 

  6. Click Run Import to import objects.

Synchronizing Objects

Once the import is completed, a green check mark in the Status column indicates that it was successful. 

Synchronization

  • Name shows sync name.
  • Latest Import displays date and time last synchronization was performed.
  • Next Import displays next synchronization date and time.
  • Import Now lets you perform import immediately by clicking Go next to the synchronization you want to perform.

    This option is applicable for importing data from external FTP or HTTP sources.

  • Status column shows the detailed information on the performed import.
  • Click Edit next to the synchronization you want to edit.
  • Click Delete next to the synchronization to deactivate and remove it from the list.