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Syncing Data

How the sync works, instant sync, payments, bills, resyncing a record and reading the history.

2 articles, in the order they're best read

  1. 1How Enquiries ArriveThe path from portal enquiry to Salesforce record, and what to expect.
  2. 2Listings and Property ReferencesHow enquiries connect to the property they're about.

Still need help?

Start with the basicsThe whole setup path: install, connect, permissions, sync settings and your first sync.Getting StartedBrowse troubleshootingCommon errors and what to check before you raise a case.TroubleshootingSubmit a caseOur team replies by email. Include your Salesforce Org ID to speed it up.Open the case form
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