In cases where you need to initiate data sync manually, you can perform an on-demand data sync from the Data Sync UI.

You must set up your data synchronization infrastructure before running data sync. For more details on configuring data sync infrastructure, see Getting Started with Data Sync.

To run data sync manually

  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. The Mapped Objects for Data Sync page appears. 

  3. Click Sync Now. A confirmation window appears with information about welcome email notifications.

  4. Follow the instructions to turn off the welcome email, if needed.
  5. Click Yes to run the data sync. A Sync Now window appears.

    FieldDescription

    Sync Type

    Select the synchronization method that suits your needs:

    • Full: Resyncs all records, including previously synced ones.
    • Incremental: Syncs only new records or those not on the Conga Platform yet.

    Full or incremental sync does not update null values for any column from Salesforce to the RLC. Additionally, it does not synchronize objects with complex designs that require custom logic for data transfer to the RLC.

    Sync Attribute Data

    Enable this toggle to sync attribute data (which may include fields, metadata, or additional information) associated with the object.

    Asset Based Sync

    Enable this toggle to sync only asset attributes. This is useful for syncing asset attributes from the Conga CPQ application to Conga RLC.

    The system displays a validation alert if the entered Salesforce and Platform Settings information is invalid. 

  6. Click OK.  The data sync process is begun and you are redirected to the Run History tab.

  7. Click Run History to view sync details and any associated errors.