For the complete documentation index, see llms.txt. This page is also available as Markdown.
How do I back-sync data?
What is an ad-hoc sync?
A manual one-time execution of a sync where you define the record or datetime range data will be pulled from.
How do I run one?
Open the account you want to run the ad-hoc sync in
Select the app connection you want to sync from the left-hand menu
Scroll to the record type you want to sync
Click Run ad-hoc sync
Depending on the sync type, you may be asked for more information (see below)
Running an ad-hoc sync doesn't disable or change the automatic schedule for that record type. It's a one-off addition, not a replacement.
Do I need to enter anything, or does it just run?
That depends on the type of sync:
Complete transfer: no input needed. It grabs everything available from that endpoint
Primary key lookup: you'll need to enter the specific ID of the record you want (for example, a single member's ID)
Recent record lookup: you'll need to pick a date range
Selecting a date range to sync
What if it fails?
Check the sync history entry first and it'll usually point to the cause. If the credentials look fine and it's still failing, reach out to support with the sync history link handy; it'll save time troubleshooting.
