Getting Started with Data Sync

After your organization and admin user have been onboarded, you must synchronize data from the source system to the Conga Platform. Before synchronizing data, you must connect the source and target systems. This section provides guidance on how to configure this connection.

Data Sync currently supports only Salesforce as the source system.

You may come across source object fields that use formula expressions, for example, to calculate 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. For more information on transforming formula expressions, see Creating Formula Fields.

To configure data sync infrastructure

1. Log in to the Conga Platform as an admin user.
2. Click the App Launcher () icon from the top-left corner > Admin Console > Data Sync.
3. Click the More () icon on the Data Sync UI, and then click Settings. The Settings page is displayed.

4. Configure the Salesforce, Platform, Email Notification, 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. Go to Setup > Identity > OAuth and OpenID Connect Settings.
   3. Toggle Allow OAuth Username-Password Flows on.

   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 formatted for Lightning mode, which end 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	Enter 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 required for seamless data sync operations.

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:

If you do not select a specific email template, the system uses the default template to send 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:

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.