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→Import/export data
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# Click '''Import Data''' or '''Export Data'''. | # Click '''Import Data''' or '''Export Data'''. | ||
# Optionally, click '''Preview''' to verify that you are migrating the right data. Previews do not make any changes on either server. | # Optionally, click '''Import Preview''' to verify that you are migrating the right data. Previews do not make any changes on either server. | ||
# Click '''Import''' or '''Export''' to conclude the migration. | # Click '''Import''' or '''Export''' to conclude the migration. | ||
# Wait for the migration result. | # Wait for the migration result. | ||
{{Note|Preview does not respect the selected primary key.}} | {{Note|Preview does not respect the selected primary key.}} | ||
[[File:Import data preview.png|600px]] | |||
Sample migration result: <code>RESULTS: ALL (15) : IMPORTED (13); UPDATED (2); FAILED (0).</code> In this case, 13 records were imported (created), 2 records were updated, no records failed. | Sample migration result: <code>RESULTS: ALL (15) : IMPORTED (13); UPDATED (2); FAILED (0).</code> In this case, 13 records were imported (created), 2 records were updated, no records failed. | ||
=== Synchronize data === | |||
While importing or exporting data is basically one-and-done, synchronization is used in scenarios where you need to keep up the two environments in sync continuously. | |||
{{Note|When you run sync for the first time, local data for the affected entities are deleted.|Warning}} | |||
The first sync is full sync (all data downloaded); later synchronizations are incremental (only changes are transferred). See [[Synchronization]] for more information about this process in general. The article is written mostly from the perspective of syncing client (mobile app) and server, but many concepts also apply to the integration sync. | |||
Click '''Sync''' in the toolbar to start the sync manually. Or, more likely, you might wish to schedule the sync to run regularly as a [[server processes|server process]]: | |||
* Start the [[Admin Console]]. | |||
* Select '''Processes Center > Processes''' from the menu. | |||
* Click '''New''' to create a new process.<br>[[File:Nightly sync job.png|350px]] | |||
* Save all changes and activate the process. | |||
=== Import/export mapping === | === Import/export mapping === | ||