HOW TO: Reset Your Sync and Start from Scratch

From time-to-time, you may have a need to reset your Formstack Sync.

A common use case for this feature would be if there has been corrupt data that came in from one of your systems (ie. duplicates) and this bad data, which is now stored in Formstack Sync, is causing conflicts when trying to make changes to your contacts. It is also a good practice if you've had recent issues with your sync that you have since resolved and you want to make sure that all of your records that may have failed to sync previously, will be re-synced to ensure all fields are up to date between all of your systems.

There are two types of resets that you can run: Read-Only and a Full Sync. Follow the steps below to trigger either of these two types of options.

1. First, make sure your integration is not actively running by referencing the "Recent Activity" in your portal to confirm it is "Up to Date". 


2. After confirming there is not an ongoing Sync cycle, toggle the Integration Status to "Off"


3. After a brief pause, turn Sync back on to generate the "Start Sync" configuration box and select the desired type of Reset


Read-Only Reset Sync

For a Read-Only reset, you will select the "Sync Future Changes Only" option in this pop-up window.

When you perform a Read-Only reset, what you are doing is first deleting all of the records currently stored within your Formstack Sync integration and once this is done, we will re-index all of your records back down from your systems. Once this re-indexing process is complete, the next sync that picks up will start to sync records that pass your Workflow rules on a go-forward basis starting from the time that you first initiated the reset.

Full Reset Sync

For a Full Sync Reset, you will select the "Sync Past and Future Changes" option in this pop-up window.

When you perform this type of Reset, all of the re-indexing processes that take place in the above Read-Only reset will occur but then immediately after this is done, we will push any and all records that pass your Workflow rules to sync from one system to another so that any updates or new records that hadn't been able to sync in the past will do so in this reset process. We have a separate help article that goes into more detail about this type of Reset as there are some very important considerations to be aware of before embarking on this type of reset. The most important being that you should never run this during a period of time that your teams will be online working within your given systems. Head here to learn more about running a Full Sync.

4. After selecting what sync type to perform, click on Advanced and check the box where it says Reset Sync 


5. Then click Start

The sync will kick back off but first, it will clear out your Formstack Sync database before it goes back to re-indexing all of your data from the systems you have set up in Formstack Sync. As with the initial sync that you ran when you first turned on Formstack Sync, this process can take some time to perform depending on the number of records we need to index from your systems.  

You can check back in on the progress of the reset by returning to your Dashboard and seeing if the sync is back in a settled state as outlined in this help article.


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