Why Does Formstack Sync Have to Index All My Data Before I Can Start Using the Integration?

Unlike some integration tools, Formstack Sync is keeping data in sync across all systems on a continuous basis. This means we need to perform various operations in order to know when data should be created or updated. One of the more important operations is our deduplication process.

Each time a record is coming down into the integration, the integration has to review all of the existing data in your system(s) to see if there is a corresponding record that it should be paired with or if a new record needs to be created.

Each object that Formstack Sync is keeping in sync has a different field or fields that we use for this deduping operation. For example, in the case of contacts we are going off of the primary email address field. So if john@acmecorp.com exists in one system and it also exists in another, we'll pair these records up instead of creating a new contact with that email address.

Since Formstack Sync can only run these operations when we know what your data looks like in all of your systems, this means when you first go to turn on the integration we must index all of your data. Depending on the size database as well as what systems you are connecting, this can take anywhere from a few hours to a few weeks.

If you have questions about the timing of your particular integration, reach out to our support team by clicking on the blue button in the bottom right-hand corner and send us your questions.



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