Sync

Toggle syncs on or off and run ad-hoc syncs

Turning a sync on or off

To turn a sync on or off:

  1. Go to the desired app connection by clicking on the connection in the left-hand menu

  2. Go to the record type you'd like to toggle on or off

  3. Click the toggle to the right of the desired sync type

Sync types

There are three types of syncs:

  • Complete transfers - Grab all the data available from an endpoint or external resource. This sync is common for smaller datasets.

  • Primary key lookups - Request data for a specific record using a primary identifier. For example, if Middle grabs a record, such as an invoice, and sees a user ID associated with that sale, Middle will perform a sync to grab that user's data.

  • Recent record lookups - Syncs data from a datetime range. For example, grabbing all sales that have occurred in the past hour, every 20 minutes. The datetime scope and frequency of these syncs are configurable from the developer portal.

Ad-hoc syncs

You are able to initiate a sync manually by triggering an ad-sync.

  • For complete transfers, an ad-hoc sync will grab all the data from an endpoint or resource

  • For a primary key lookup, you will need to input a primary ID to grab data for

  • For recent record updates, you will need to select a datetime range you'd like to get data from.

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