Back sync

All ManualsHome Sync Statuses When you are connected to Xero, your financial records will have an icon showing the sync status of that record. Operations Management works by pushing financial information to the financial system and then pulling it back. Changes in Operations Management are immediately pushed to Xero. Operations Management checks periodically to see if data has been changed within Xero. The frequency at which it is checked is determined by the Sync Frequency value in the Configuration Set attached to the Master Franchise Profile Account. If data has changed then it is pulled back to Operations Management. The results of each push to and pull from the financial system are tracked within the Syncs records attached to the Master Franchise Profile Account. The following table describes the meaning of each sync status. Icon Meaning Sync has not been attempted. The record has been pushed to the financial system and pulled back successfully. The record has been pushed to the financial system but not yet pulled back from it. The record has been pulled from the financial system. Attempt to push the record to the financial system has failed. Types of sync records There are three types of Sync records. These are the automatic syncs that occur on the schedule set in the Master Franchise Profile Account. They have no parent. You recognize an automatic Sync by looking at its Type. You recognize it as a Request record by observing that the Parent Sync field is empty. These are Sync operations initiated by a system administrator. You can recognize them by seeing they are of TypeManual, and the Parent Sync field is empty. Each Request record has one or more child Response records associated with it. Each Response record is a child of the Request record. You recognize a Response record because it has the name of its parent within the Parent Sync field. Sync attachments Sync attachments help system administrators gain more insight into synchronization. To explore Sync attachments From any Request Sync record, select the Related tab. There are no Attachments to a Request Sync. The Attachments are listed on the Response Sync. Select one of the Response Syncs. Choose the Related tab, and note the Request and Response Attachments.

Avoid this scenario.Troubleshooting the Sync ProcessThe following elements affect the sync process, and should be checked in case of sync issues:HashTimes in sync registry tableDirections and sync backChanging mapping syncs allPending retry and failed statusHashTo avoid an unnecessary sync, we use a hash number that combines all field values in the Mapping so that if one of the fields in the mapping has been changed, the hash code is also changed, but If the field is not in the mapping then the hash is not changed and won't sync the item even if the modification time is after last sync on.If the hash is reset to zero, the sync operation for a single item is forced.Times in sync registry tableLast sync on - the last time the item was checked to see if it needs to be syncedLast update on - the last time the item was syncedWhen syncing all, we gather the objects from Clarizen according to:Comparing ‘Last sync on’ time against the time of specific object modification. If the object has changed after the last check, then it is synced. Item is pending retry‘Last sync on’ does not exist means the item was never successfully synced.Item is not deletedItem is on Clarizen side and is not in failed status - on the integrated system side we send the field of ‘last sync on’ and in the integrated system it is compared to the object modification time.Directions + sync back When triggered the integrated system is updated and synced back to the original side.On sync all and sync single, the Clarizen side is updated and synced to the integrated side and then the integrated side syncs with Clarizen. The sync operation does not sync back unless the item is new.Changing mapping syncs allWhen mapping is changed (any field), all items related to the mapping are synced.Pending retry and failed statusWhen syncing an object fails, it get a status of pending retry. We try to sync it 5 more times but if after 5 times is still fails, then it gets the status of failed and we don’t try to sync it again. In the sync registry tab we have a button ‘Retry Failed’ that can return the status from fail to pending retry and reset the number of times to zero.

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