Data Syncs

What is the Data Sync Tool?

Data syncs usually run nightly and are managed by NPact. The Data Sync tool allows users to refresh, on demand, the data synchronized between the integrated CRM system, Finance system, and FCG. This tool is reserved for FCG Admins only.

Note: The Data Sync tool usually synchronizes many records at once, and some processes can take a long time to complete. See Syncing Constituents from RE into GE article to learn how to sync individual Constituent records from the CRM system on demand.

Running Sync Procedures

1. Select a sync procedure from the dropdown list.
2. Click the Run button.
3. Some procedures display a modal with Sync Parameters specific to the selected sync procedure. Enter parameters as desired.
4. Click the Confirm button. The system displays a toast message in the lower right-hand corner of the browser window to confirm sync is started.

The sync process runs in the background. Users can conduct other work in the system.

The results of the sync appear in the Sync Logs grid upon completion. 

Data Sync Grid

The Data Sync grid lists all logs for synchronization jobs initiated from this screen. Click the Open button to the left of a log in the grid to view details.

Purging Sync Logs

The purge option is used to remove logs from the database.

1. Click the Purge button. The system displays a modal with a date field. The purge removes all logs created before that date.
2. Select or enter the date desired.
3. Click the Purge button.

Note: Purged logs cannot be recovered. 

Exporting Sync Logs

Export sync logs into a CSV file for use in Excel.

1. Click the  button above the sync log grid.
2. The system presents the CSV file as a download file to open or save as desired.

List of Sync Procedures

CRM Constituent Sync

The CRM Constituent Sync synchronizes the data from the CRM system with constituents that have a valid CRM system key (RE key).

Check the box next to each recipient type to select for sync.

Use the drop down in the Type field to select ‘Sync All Records’, ‘Sync Changed Records (1 day)’, ‘Sync Changed Record (7 days)’, or ‘Sync Changed Records (X days)’.

The option to ‘Sync Changed Records (X days)’ activates the Number of Days field. Enter the number of days in this field.

CRM Constituent Relationship Sync

The CRM Constituent Relationship Sync updates organizational and individual relationships for each constituent.

Finance Vendor Update Sync

The Finance Vendor Update synchronizes the data from the finance system with constituents that have a finance system key (FE key).

Select or enter a date in the Last Modified field. The sync includes records modified before the specified date.

Finance Vendor Reconciliation Sync

The Finance Vendor Reconciliation scans all constituent records that are designated as Payee constituents and have no assigned FE Key. This synchronization reconciliation process attempts to match the CRM Constituent with a Finance vendor record, by matching on name and address. If the process finds a matching Finance Vendor record, the record is updated with the system record ID of the vendor record.

CRM Fund Sync

The CRM Fund Sync updates all funds in FCG with the correct CRM system data. It updates the Fund Type and Fund category fields.

Select or enter a date in the Last Modified field. The sync includes records modified before the specified date.

CRM Fund Advisor Sync

The CRM Fund Advisor Sync checks the funds in FCG have the correct fund advisors associated with them. It first ensures that all fund advisors, designated by the fund relationship types configured in System >Business Rules>CRM, are associated with the funds. The system then ensures that the advisor information is correct.

Finance Fund Sync

The Finance System Fund Sync ensures the funds in FCG have the correct system record ID from the finance system.

Select or enter a date in the Last Modified field. The sync includes records modified before the specified date.

Refresh Balances

The Refresh Balances Sync updates the Net Asset balance and the Cash Available balance for all funds in FCG. The system only updates funds with a valid Finance System key. The balance calculation is set using the default calculations configured in System>Business Rules>Finance and each of the individual funds. The individual fund calculation takes precedence over the default configuration.

Finance Transaction Distribution Sync

The Finance Transaction Distribution Sync updates FCG with Finance System transaction records.

Select desired parameters for the sync job.

Note that the “FE Batch ID” parameter is the system record ID of a journal entry batch, which is not the same as the Batch Number. The System Record ID can usually be found in the URL of the finance system’s Journal Entry Batch record page.

CRM System Gift Sync

The CRM System Gift Sync synchronizes the data from the CRM System with Gift records in the Grants System.

Select desired parameters for the sync job.