Two-Way Sync
Topics Covered:
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What is this about?
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Prerequisites
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How does Two-Way Sync work?
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Importance of Field Mapping
What is this about?
When users edit information in Sellsy, it will also reflect in the Cadence tool. Users can update contact information in Cadence, and these details will get updated in Sellsy as well.
Prerequisites
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If the company phone_number is mapped with Sellsy corporation phone_number or fax_number or mobile_number and the user wants to update the company phone_number then it should contain the country code followed by a 9 digits number.
How Does Two-Way Sync Work?
A Two-Way Sync enables two data sources to mirror one another, regardless of which one of them is modified. All newly added or modified data in the primary source will be synchronized to the destination, and all newly available or modified data in the destination will be synchronized to the source. Two-way sync ensures that any two endpoints, whether they be a user mailbox, a public folder, a shared calendar, or almost any two data sources, are not only connected but also always in sync.
Example: With two-way synchronization, users can sync data back and forth across multiple public folders, ensuring that they are connected and updated anytime one of them is modified.
Importance of Field Mapping
Field mapping allows you to customize, map, and synchronize desired data. This feature can be especially helpful when you are looking to filter out and sync specific data for individuals/organizations with the Cadence tool. With field mapping, users can specify which fields of data records should be considered while importing/synching data with the Cadence tool.