Connect Online Community

Synchronizing Legacy Data in your Community

Sometimes you may make a substantial change in your AMS/CRM that is integrated with your community, and the changes may not be reflected right away- but please note that this process requires two steps.

Steps to Sync:

1. Wait for Backend Sync: After making updates in your AMS/CRM, wait until the data has synced to our database, this typically runs on the same schedule for most communities. This is an automated process and must be complete before any manual sync to the community site.
2. Invoke a Manual Sync to the Community: Once the data is in our database, you can then use the admin sync function to update the community site immediately or wait for the scheduled sync. The manual sync will only pull information already in our database to the community website.

This two-step process ensures your updates are correctly reflected on the community site without delay once the data is ready. In this situation you can use an administrative function to invoke synchronization ahead of schedule.

1. Start by going to your community installation and login with an account that has administrator privileges.  Next click on the Admin tab at the top of your community screen in your browser.
2. Under Integrations find the Synchronization menu item.
3. Select the Procedure to execute.  If the procedure name starts with “Group” it will be related to groups within the community.  Group_Courses for example will synchronize courses from your AMS with the community.
4. Finally select the Scope to synchronize.  Minimum is typically what executes every 5 minutes.  Normal is what executes every 1 hour.  Maximum is what executes every 24 hours.  This allows you to perform a sanity check against changes and ensure your community is reflecting the latest data.
5. Click Execute to run the procedure.