Sync

Sync

For Fund Investment Tool Tenants integrated with Foundation Cloud Grants:

The sync tab displays information on the status of the data sync between the Fund Investment Tool and Foundation Cloud Grants. Click the Fund Refresh button to initiate a manual fund sync between Foundation Cloud Grants and the Fund Investment Tool. This function updates fund information in the Fund Investment Tool from Foundation. This manual sync does not sync in transactions, the nightly sync does that.

Note: There are nightly syncs that sync data between Foundation Cloud Grants and the Fund Investment Tool. The manual fund sync is not typically done unless you have changed fund data in the finance system, and you need that information in the Fund Investment Tool before the nightly sync runs.

For Fund Investment Tool Tenants not integrated with Foundation Cloud Grants:

If you use the Fund Investment Tool without Foundation Cloud Grants, see the 1.8 release notes for sync function:

Fund Investment Tool 1.8 Release Notes