Data Sync
Using this Data Sync, you can manually keep the integrated app records data updated with the Cloud/OCR server. The following topics are covered in Data Sync section:
Note:
1) The following Integrated Application options will not be displayed on the Data Sync screen:
a) Dynamic 365 Finance
b) Paramount Workplace
c) Paramount Workplace Enterprise
d) Grant Edge
e) PaperSave
f) Virtuous CRM
2) When SQL Server Data Source is selected for an integrated application, then the Sync Query is checked against the company whether the company's column is supported with Sync Query or not. If a Company is not supported with Sync Query, then a validation message is prompted. In that case, the user needs to either exclude that company or check its configuration.
3) The companies must contain SQL Server, Data Access Server, or Web API URL Data Source. If any company is using Data Access Server URL, then that company must contain either SQL Server connecting string or the Data Access Server URL else a validation is prompted on the Data Sync screen.
4) Sync Delta column would not be displayed for the Web API Data Source on the Data Sync screen, and the Data Sync is performed based on the Unique ID column and Group by column.
5) A validation is prompted on the Data Sync screen when the Unique Id column, Sync Delta column and Group by column fields do not match the Sync Query.
6) The asterisk symbol (*) represents mandatory fields.
1) The following Integrated Application options will not be displayed on the Data Sync screen:
a) Dynamic 365 Finance
b) Paramount Workplace
c) Paramount Workplace Enterprise
d) Grant Edge
e) PaperSave
f) Virtuous CRM
2) When SQL Server Data Source is selected for an integrated application, then the Sync Query is checked against the company whether the company's column is supported with Sync Query or not. If a Company is not supported with Sync Query, then a validation message is prompted. In that case, the user needs to either exclude that company or check its configuration.
3) The companies must contain SQL Server, Data Access Server, or Web API URL Data Source. If any company is using Data Access Server URL, then that company must contain either SQL Server connecting string or the Data Access Server URL else a validation is prompted on the Data Sync screen.
4) Sync Delta column would not be displayed for the Web API Data Source on the Data Sync screen, and the Data Sync is performed based on the Unique ID column and Group by column.
5) A validation is prompted on the Data Sync screen when the Unique Id column, Sync Delta column and Group by column fields do not match the Sync Query.
6) The asterisk symbol (*) represents mandatory fields.