Integrations: Run Full Sync

A guide to running a full sync for your GroupTrack CRM integrations.

Table of Contents

1. Introduction
2. When to Use a Full Sync
3. Steps to Run a Full Sync
4. Why This Process is Important
5. Additional Resources
6. Version History

Introduction

Purpose

This document provides step-by-step instructions for running a "Full Sync" on your GroupTrack CRM integrations. Running a full sync ensures that all contacts are accurately synced with your third-party system, especially if contacts are missing or if you are adding an integration to a pipeline with existing contacts.

Scope

This guide is intended for GroupTrack CRM users who need to synchronize contact data with an integrated third-party system.

When to Use a Full Sync

A full sync is necessary in two main scenarios:

1. Missing Contacts: If contacts are not appearing in your third-party system as expected.
2. New Integration: If you are adding an integration to a pipeline that already has existing contacts.

Running a full sync helps ensure that all contact data is reset and up to date in your connected systems.

** For integrations that were migrated from GroupTrack 1.0, please follow these steps before running a full sync on your integration:

1. Update Tag Category Integrations:
   1. Go to Settings -> Tags
   2. For each integrated Tag Category, click the 3-dot menu and choose "Edit Integration"
   3. Step through the sidebar options to get everything updated
   4. There is not currently a "Run Full Sync" for Tags, but synced Tags will be included when you run a Full Sync for a Pipeline that shares the same Connection as any Tag Categories.
2. Update Pipeline Integrations:
   1. Go to Settings -> Pipelines
   2. Go to the "Integrations" tab
   3. For each existing integration, click the 3-dot menu and go to "Edit"
   4. Step through the wizard to verify the setup, copy/paste your integration settings (API key, verification, etc.) into each field
   5. Click Update
   6. After verifying the integrations, you can run a Full Sync by clicking the 3-dot menu and choosing "Run Full Sync"

Steps to Run a Full Sync

1. Navigate to Pipelines Setup:

   • Go to Setup and select Pipelines.

     Select the Pipeline:

   • Choose the pipeline you want to work with from the list.

     Open the Integrations Tab:

   • Click on the Integrations tab along the top of the pipeline setup page.

     Access the Sync Menu:

   • Locate the system you want to sync, and click the three-dot menu next to it.

• Run Full Sync:
• Select "Run Full Sync" from the menu.

• Confirm Sync:
• Confirm to begin the full sync process.

Why This Process is Important

Running a full sync ensures that all contacts in your GroupTrack CRM pipeline are accurately reflected in your connected third-party system. This process helps maintain consistency and reliability across systems, allowing you to manage leads effectively without missing data.