Editing auto synchs

To edit auto synch details:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog. .
  2. Click Integration > Inbound.
  3. Click your selected Auto Synch in the table.
  4. The Auto Synch is broken down into sections. To edit a particular section, click on the Edit button on the right side and make the necessary changes. The two sections you may want to modify will be Field Mapping and Upload Schedule.
  5. Click Save and Close to confirm the changes on a particular sections.
  6. Click Close to exit the Auto-Synch Details dialog box.

Learn more

Managing auto synchs

Accessing auto synchs

CRM integration: auto-synchs

CRM integration