You can set and schedule master data to be synced at specified intervals. You can manage the frequency of data sync operations and schedule a date and time for the sync to start.

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

To schedule the data sync frequency

  1. Login 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.
  4. Click Schedule. The Schedules page appears.

  5. Click New. The New Schedule page appears.

  6. Enter values in the following fields.

    Field NameDescription
    Frequency

    Select the frequency at which you want the schedule to run, like hourly, daily, weekly, or monthly.

    Interval

    Specify how often you want to conduct the sync process for the selected frequency.

    For example, to set the schedule to run every two weeks, select Week as the frequency option and input 2 as the interval.

    Start DatePick a date to trigger the sync operation.
    TimePick a time to trigger the sync operation.
    Trigger Operation

    Select an appropriate operation to apply to a data sync schedule.

      • Start - Enables a scheduled data sync.
      • Stop - Keeps a scheduled data sync disabled. 

    When you configure schedule sync with a frequency of Weekly, an interval of 2, and a trigger operation set to Start, the sync will occur once every two weeks. However, if you select Stop as the trigger operation, a schedule will be created, but the sync will not take place.

    Sync Attribute Data

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

    All selected objects are synced during scheduled sync even if they are disabled. To prevent syncing disabled objects, update the schedule and deselect them.

    Asset Based Sync

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

    SearchSearch objects by keyword, or applying one or more advanced filters and filter logic. For more details, see Filtering Records in the Grid View. 
    Object List

    Select the object records for which you want to create a data sync schedule.

    When the Asset Based Sync toggle is enabled, this list is not visible because it is intended for syncing data related to specific objects.


  7. Click Save. The schedule for syncing the data is set. The Schedules page displays the newly configured schedule, any run currently in progress, and also the date and time of the next scheduled sync.

To change the data sync schedule

  1. Open the Data Sync module.
  2. Go to the Schedules page.
  3. Click the more () icon on the Data Sync UI.
  4. Click Edit. The Edit Schedule page appears.
  5. Edit the fields as required and click Save.