Sync Set Up Guide

Introduction

• Sync Support Resources
• Sync Terms Defined

Pre-Integration Requirements

• Duplicate Record Clean Up
• Create Custom Fields
• Align Select Field Values

Step 1: Log In

• 1.1 Sign In
• 1.2 Enter Payment Information
• 1.3 Your Dashboard View
• 1.4 Adding Additional Users

Step 2: Install Connectors

• 2.1 Installing Your Connectors
• 2.2 Submit Gating Options Request
• 2.3 Refresh Your Field Information

Step 3: Set Up Your Portal

• 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

• 4.1 Testing

Step 5: Go Live

• 5.1 Go Live