Sync Historical Data

In the early stages of integration, organizations typically need to align master data such as Accounts and Products between systems. Use the “Sync Task” tool to synchronize historical data between systems.

Sync Task

Supports data synchronization in two directions: Third Party -> CRM, and CRM -> Third Party

Third Party -> CRM

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CRM -> Third Party

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Unified Global View for Historical Sync Tasks

Separate menu: “Sync Historical Data”

This view displays all historical sync tasks for the organization. Task status definitions:

Not reached scheduled execution time: The task’s scheduled execution time has not yet arrived

Queued: The scheduled execution time has arrived, but another task is running and this task is waiting in queue

Running: The task is currently executing

Stopped (by user): The user manually stopped the task

Completed (with errors): The task finished but encountered errors

Completed (successful): The task finished without errors

Three overall phases:

• Scheduled time reached: execution status = “Running” or “Queued”
• Scheduled time not reached: execution status = “Not reached scheduled execution time”
• Finished: execution status = “Stopped (by user)”, “Completed (with errors)”, or “Completed (successful)”

Task actions:

Temporary store: While running or after completion, you can view records pulled into the temporary store

Data reconciliation: After completion, you can perform data reconciliation for the task

Re-execute: Tasks that succeeded or failed can be re-executed; you must set a new scheduled execution time before re-running

Task Details Page

Click a task name to open the task details page

The details page primarily shows the task execution Report; it stores the Report for each run:

Re-execute

If requirements change after a task completes, you can re-execute it. Click “Re-execute” and set a new scheduled execution time.