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Formstack Sync
Sync Set Up Guide
Sync Set Up Guide
Introduction
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Sync Support Resources
Sync Terms Defined
Pre-Integration Requirements
Duplicate Record Clean Up
Create Custom Fields
Align Select Field Values
Step 1: Log In
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1.1 Sign In
1.2 Enter Payment Information
1.3 Your Dashboard View
1.4 Adding Additional Users
Step 2: Install Connectors
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2.1 Installing Your Connectors
2.2 Submit Gating Options Request
2.3 Refresh Your Field Information
Step 3: Set Up Your Portal
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3.1 Set Up Object Mappings
3.2 Set Up Field Mappings by Object Type
3.3 Initial Index
3.4 Set Up Workflows
Step 4: Testing
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4.1 Testing
Step 5: Go Live
5.1 Go Live
