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
- 1How Enquiries ArriveThe path from portal enquiry to Salesforce record, and what to expect.
- 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
Xero
Real Estate
Equifax