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How to set up automatic sync?


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We are struggling to set up Auto Sync.  Since we went live in October 2020, we have been syncing manually due to sync issues.  We have the sync issues solved now and want to set up Auto Sync.  Can you help us set up Auto Sync?

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Best answer by smarenich 8 March 2021, 18:39

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@dougmcbride79 you can review help articles here:

Recommendations - https://help-2020r2.acumatica.com/(W(9))/Help?ScreenId=ShowWiki&pageid=16fb2d61-88cc-4c3f-8a20-84cdb60c14a1

Guide - https://help-2020r2.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=c73fab3c-0495-403a-bf04-9a903e8a14dd

 

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We are not using 2020 R2. We are using 2020 R1.  Can you help me with 2020 R1?

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Hi @dougmcbride79  here is the links for 2020r1

https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=16fb2d61-88cc-4c3f-8a20-84cdb60c14a1

https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=c73fab3c-0495-403a-bf04-9a903e8a14dd

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@smarenich

Thank you.  I have set up the immediate sync per your instructions.  I will watch to see if it is working.  I have also attempted to set up the scheduled sync for tenants that do not have immediate sync.  I am a bit confused and concerned it is not set up correctly.  Also, there seems to be other scheduled syncs that I cannot figure out what they do.  

Hi Doug,

I’ve been looking through this thread, I’ll reach out to you through our support case system and look at your automations.

Thanks,

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