Getting Started with Data Sync

After your organization and admin user have been onboarded, the next step is to synchronize data from the source system to the Conga Platform. Before initiating the data synchronization operation, it is crucial to establish a seamless connection between the source and target systems. This section provides comprehensive guidance on the essential configurations needed to successfully establish this connection.

Data Sync currently supports only Salesforce as the source system.

You may come across source object fields that utilize formula expressions to serve their purpose (for example, calculating the net price of a line item using the formula SalesPrice * Quantity). These source formula expressions might be written differently or in a format incompatible with the formula expressions supported by the Conga Platform. To ensure smooth synchronization, it is essential to convert these source formula expressions into a format compatible with the Conga Platform. Therefore, after configuring the data sync infrastructure, you must transform the formula expressions. For more information on transforming formula expressions, see Creating Formula Fields.

To configure data sync infrastructure

Log in to the Conga Platform as an admin user.
Click the App Launcher () icon from the top-left corner > Admin Console > Data Sync.
Click the More () icon on the Data Sync UI, and then click Settings. The Settings page is displayed.
Configure the Salesforce, Platform, Email Notification Settings, and Custom Settings by following the below steps:
Prerequisite

You must first enable the OAuth Username-Password Flows configuration in your Salesforce org, as shown below:
1. Log in to the salesforce org as an administrator.
2. Navigate to Setup > Identity > OAuth and OpenID Connect Settings.
3. Enable the Allow OAuth Username-Password Flows toggle.
Salesforce Settings

Go to the Salesforce Settings tab and enter values in the following fields:

Salesforce settings are mandatory to enable seamless Data Sync operations. Ensure that the information you enter in Salesforce Settings belongs to the Salesforce Org ID (External ID) that has been authorized for the external integration. For more details, see Managing External Integration.

Field	Description
Username	Enter your Salesforce account username.
Password	Enter your Salesforce account password. When you enter the password, dots replace the characters for security reasons. To see or hide the characters, click the eye icon.
Token URL	Enter the token URL. You may use either a sandbox or production instance URL to access the OAuth2 token service. Sandbox URL: https://test.salesforce.com/services/oauth2/token Production URL: https://login.salesforce.com/services/oauth2/token
Secret	Enter the Security Token in this field. When you enter the security token, dots replace the characters for security reasons. To see or hide the characters, click the eye icon. To get the secret, you must begin by resetting the security token associated with the Salesforce account. After the security token is reset, the new security token will be sent to the email address specified in the Salesforce personal settings. For step-by-step instructions on resetting the security token, see Reset Your Security Token. If you are unable to see the option to reset your security token, see Troubleshooting.
Client ID Client Secret	Enter the Consumer Key generated after creating the Connected App. Enter the Consumer Secret generated after creating the Connected App. When you enter the client secret, dots replace the characters for security reasons. To see or hide the characters, click the eye icon. For more information on creating a connected app and getting the client ID and secret, see Create a Connected App.
Domain URL	Enter the domain URL for the Salesforce portal. We recommend using the classic URL format that ends with '.salesforce.com.' The system does not currently support URLs in the 'lightning mode' format, which ends with '.lightning.force.com’. For example, use https://<domainname>.my.salesforce.com/ URL instead of https://<domainname>.develop.lightning.force.com/ URL.
Salesforce API Version	It is advisable to mention the latest version. For more details on getting the API version information, see Find Salesforce Edition and API version.

Platform Settings

Go to the Platform Settings tab and enter values in the following fields.

Platform settings are mandatory to enable seamless Data Sync operations.

Field

Description

Client ID

Client Secret

Enter the client ID generated after creating the API to API connection.

Enter the client secret generated after creating the API to API connection. When you enter the client secret, dots replace the characters for security reasons. To see or hide the characters, click the eye icon.

For more information on creating the API to API connection and getting the client ID and secret, see Conga API Connections.

Token URL

Enter the Conga Platform token URL.

For example:

Preview Environment: https://login-rlspreview.congacloud.com/api/v1/auth/connect/token

Staging Environment: https://login-rlsstg.congacloud.io/api/v1/auth/connect/token

Production Environment: https://login-rls.congacloud.com/api/v1/auth/connect/token

Email Notification Settings

You can set email notifications for the following data sync events:

- Sync Start: when a data sync begins
- Sync Completion: Once the data sync process is completed
- Sync Failure: In case of a data sync failure

Go to the Email Notification Settings tab and enter values in the following fields:

Field	Description
To	Enter the recipient's email address. You can add multiple email addresses using commas. You can also add recipients in the Cc and Bcc fields.
From	Enter the sender's email address. The system uses the default email address if left blank.
Enable Sync Start Notification	Enable this toggle to send a notification when a data sync begins.
Sync Started Template	Search and select the email template for the sync start notification. The default template will be filled in automatically.
Enable Sync Failed Notification	Enable this toggle to send a notification when a data sync fails.
Sync Failed Template	Search and select the email template for the sync failed notification. The default template will be filled in automatically.
Enable Sync Completed Notification	Enable this toggle to send a notification once the data sync process is completed.
Sync Completed Template	Search and select the email template for the sync completed notification. The default template will be filled in automatically.

If you do not select a specific email template, the system will use the default one for sending notifications. You can create a new template or make changes to the default template. For more information, see Managing Email Templates.

Custom Settings

Go to the Custom Settings tab and select the desired option to sync CLM/CPQ product data. A confirmation window appears. Click Yes.

The application allows you to sync the following settings:

App-Specific Sync Options	Description
CPQ Flows	Flows are groups of pages that are assigned to each step in the CPQ process.
CPQ Displays	Holds information about fields displayed in the installed product view.
CPQ Actions	Holds information about custom actions displayed in the installed product view.
CPQ Custom Settings	This standard Salesforce Custom Settings page lists all the legacy custom settings you may require to fulfill your specific business requirements.
CPQ Cart Views	The public cart view created by the user.
CLM Config Settings	The application settings available in Config Settings.

These Custom Settings are currently applicable to CPQ (Configure, Price, Quote) and CLM (Contract Lifecycle Management) users. Whenever there is an update in the above settings (flows, displays, actions, custom settings, etc.) within the source system, you must perform this activity to ensure synchronization between both systems.