Refresh Data, Sync Latest Changes

When you make changes through Insycle, everything is in sync. So as soon as you push a data update live to your CRM, the two platforms will be kept in sync.

When an update to data is made from the CRM side, it does take some time for those changes to be synced with Insycle. When you make changes in the CRM directly, it syncs back to Insycle in the following way:

• Every hour: records modified in the past hour, and metadata changes (new fields, picklists, etc.)
• On login: records modified in the past hour
• From Insycle Settings > Accounts: manually trigger sync for records modified in the past day (see below)
• Every night: full sync, both modified AND deleted records. 

The Insycle support team can also trigger full sync manually anytime. Feel free to reach out and let us know when needed.

After signing up, Insycle needs to onboard data from your connected app. You can not update data until your data is fully onboarded.

You'll see a red banner across the top of the Insycle dashboard while this is taking place.

This can take some time, especially for larger databases. The amount of time is dependent upon a number of factors, including the app that you are connecting, the number of data fields that you collect, the number of records in your database, and API limitations.

You will be notified by email when your data onboarding is completed, and you can begin updating data using Insycle.

You can view sync operation logs in the Settings > Sync Status page.

Once there, you will see a log of the latest sync activities for all apps that are connected to Insycle.

Each sync operation included in the log provides you with some basic information about the sync activity:

• App/Module: The connected app that was synced (HubSpot, Salesforce, Intercom, etc.)
• Account Name: The name of the account that was synced.
• Actions: Sync changes from the last day, activate Salesforce Flow integration, or delete the account from Insycle.
• As Of: The time that the sync operation was completed.
• Total Diff: The differences in total records between Insycle and your CRM. This can alert you if the sync is not completing for some reason, such as in Salesforce, where there are API limit considerations that can prevent the sync from taking place.
• Total Insycle: The total number of records in Insycle.
• Total App: The total number of records in your connected app.
• Breakdown: Insycle/App: A breakdown of what types of records are included in those totals — contacts, companies, deals, etc.

In some cases, you may want to trigger a sync to update Insycle with changes just made in the underlying CRM.

Navigate to Settings > Sync Status, and next to the account name, click the Sync changes from last day button (lightning bolt icon).

You'll see a confirmation that Insycle kicked off incremental sync for the changes made within the last day.