Skip to main content

Step 4: Scheduling

  • Updated

You land on the Scheduling Dashboard when you select the “4. Scheduling” tab on the Integrations Dashboard.

  • The green slider under the Scheduling column indicates the integration is active.
  • We can program a set date/time to automatically run the integration. This information is reflected in the Schedule
    • This cannot be edited from the Integrations Dashboard.
  • You can set notification emails, so individuals receive confirmation each time the integration runs. The email that receives these notifications is in the Notification Email
  • The user can delete a scheduled run via the “Delete” button.

scheduling_1.png

  • Select the date/time under the Schedule column to edit the notification email address.

scheduling_2.png

  • You can see more information about data sync runs from the Integrations Dashboard.
  • From the Integrations Dashboard, click the “Run Now” button to manually run a one-time sync outside of the preset run schedule.

scheduling_3.png

  • Select “View Run History” to see a historical log of all past synchronizations

scheduling_4.png

  • Select “View Summary” in the above screen to get more details on each object’s mapping and sync info. You also have the option to download a log file.

scheduling_5.png

  • The log file is helpful when troubleshooting or researching errors.