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→Work with connected organizations
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# Select '''Schema Only''' to update metadata only; select '''Custom''' to include data. | # Select '''Schema Only''' to update metadata only; select '''Custom''' to include data. | ||
#* In the case of custom import, select what to import, then click '''Pull From''' again.<br>[[File:Pull from step 1.png|600px]] | #* In the case of custom import, select what to import, then click '''Pull From''' again.<br>[[File:Pull from step 1.png|600px]] | ||
# Review the components that you selected for import. | # Review the components that you selected for import. | ||
#* On the '''Schema''' tab, set the import '''Mode''': Use '''Import''' to merge changes (only new or changed entities and fields are transferred to the local organization; any extra fields in the local organization are not removed) or use '''Update''' to create an exact match (can result in loss of data in the local organization, for example when a field with data is removed from an entity). Optionally, check '''Show All Entities''' to display the full list of entities (including those without changes). | #* On the '''Schema''' tab, set the import '''Mode''': Use '''Import''' to merge changes (only new or changed entities and fields are transferred to the local organization; any extra fields in the local organization are not removed) or use '''Update''' to create an exact match (can result in loss of data in the local organization, for example when a field with data is removed from an entity). Optionally, check '''Show All Entities''' to display the full list of entities (including those without changes).<br>[[File:Pull from step 2.png|600px]] | ||
# Click '''Save & Close''' to perform the changes. | # Click '''Save & Close''' to perform the changes. | ||
[[Category:Resco Cloud]] | [[Category:Resco Cloud]] | ||
[[Category:Resco Routes]] | [[Category:Resco Routes]] | ||