Transferring Data between Applications

After you add, copy or edit a synchronization as needed, transfer data to the destination application as follows:

  1. In the sidebar, select Synchronizations.
  2. In the Name column, select the row containing the synchronization you want to execute.
  3. Transfer data to the destination application using any of the following options:

    Select Run to run a synchronization immediately.

    In the Actions menu select any of the following options:

    • Select Run with Review to review the source data before transferring it to the destination application.

      Note: If you are a user or administrator with no data access privileges, once a synchronization is Run with Review, you cannot review the actual data being transfered in each step of a job nor download the job details. When you select the Review link, an error message, Insufficient Permissions, is displayed.

    • Select Run on Event to schedule an event-based synchronization. For more details, see Scheduling Run on Event Synchronizations.
    • Select Edit Schedule... to schedule and run synchronizations. For more details, see Scheduling Synchronizations.
  4. Proceed to monitor the synchronization. For more details see Monitoring Synchronizations.


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Last Published Thursday, December 16, 2021