A Sync Group is a logical group of objects that will be synced together. Each Sync Group has an associated scheduler and a connection. When the scheduler associated with the Sync Group runs, the system will use the connection parameters specified in Configuring Data Sync Connections associated to the Sync Group to connect with the CRM instance.

To get started, create a new sync group and add objects and fields to be synced between the Dynamics 365 and Conga.

A sync group should consists of inter-related objects only. Configuring many objects with multiple lookup fields in a single sync group will impact the performance adversely.

Before setting up a sync group, make sure to verify that the PowerAutomate flow has been configured and the connection includes the flow Id — otherwise any schedule created for the sync group will not run. Refer to Deploying the Connector and Configuring Data Sync Connections for steps.

If you are configuring the connector for Conga Quote-to-Cash for Dynamics 365, do not create new sync groups. Instead, refer to Updating Sync Groups. To add objects and fields to be synced from Conga to Dynamics 365, edit the "Punch Out 1 (Read only)" sync group. To add objects and fields to be synced from Dynamics 365 to Conga, edit the "Punch Out 2 (Read only)" sync group. 

To create a new Sync Group

  1. Open the connector.
  2. From the left panel under Groups, select Setup Sync Group. A list of existing sync groups is displayed (if this is the first time you are using the tool, there will be no sync groups in the list).
  3. From the top of the page, click New. The New Sync Group window is displayed.
  4. Enter a Name for the sync group.
  5. Specify Is Active = Yes to enable scheduled sync for this sync group. If No is selected, sync group automation is disabled (scheduler flow remains unaffected).
  6. Click the type ahead next to Source and search-and-select the source connection (Dynamics 365 or Conga).
  7. Click the type-ahead next to Destination and search-and-select the target connection (Dynamics 365 or Conga).
  8. To configure a scheduler for executing data sync for this sync group complete the following fields:
    1. Click Sync Frequency and select the frequency for the sync job to execute: Minute, Hour, Day, Week, or Month.

    2. Click  Sync Interval and enter a number to designate the interval for the frequency you selected (for example, selecting "Hour" for frequency and "6" for interval creates a scheduler to sync the objects in the sync group every 6 hours).

      • For existing customers, adding the sync frequency and interval will automatically set up scheduled data sync for that sync group. If you previously created a scheduler using a Dynamics process, you must delete that process for scheduled syncs to execute successfully.
      • The minimum interval allowed by Dynamics 365 is 3 minutes.
  9. Click Save. The Sync Objects table is now displayed below the form.
  10. Click New Object Sync. The New Object Sync page is displayed.

  11. Enter the ObjectMapping Name of the object to be added to the sync group (for example, "clm_agreement mapping"). 

    You cannot add the same object to another Sync Group that is syncing in the same direction (for example, from Conga to Dynamics 365).

  12. Enter a number in the Sync Sequence field to specify the order in which the object and its fields should be synced. This is useful when you have a master-child relationship or lookup relation and you need to sync objects in a specific order to avoid errors or missing data. Begin the Sequence by entering "1."
  13. Enter an AQL query in Source Filter Criteria to apply a filter to the object data in the sync (Example filter: {"ExpressionOperator": "OR","Conditions": [{"EntityName": "apttus_apts_agreement", "FieldName": "apttus_name", "FilterOperator": "Like", "Value": "TestFilter%" }]}). 
  14. Click Save. The sync group is created with the object mapping you selected for the source and destination. The page refreshes and the Fields Sync Information section is displayed below the form.
  15. Add mapped fields from the sync group object by clicking on the Add  icon to move Available Fields in the left column to Selected Fields to Sync in the right column. To remove a field from the sync group, click the Remove  icon.
  16. From the top of the Fields Sync Information section, click Save.
  17. Repeat steps 10 – 16  to add more mapped objects to the sync group.

Updating an Existing Sync Group

You can update an existing sync group to add or remove objects or fields from the sync group. Objects and fields you add to an existing sync group will be synced during any subsequent runs. You cannot add an object to an existing sync group if it is already present in a sync group.

To add a new object to an existing Sync Group

  1. From the Sync Groups page, click a sync group in the list to edit it. The Sync Group page is displayed.
  2. Click New Object Sync. The New Object Sync page is displayed.
  3. Follow steps 8 – 14 from the previous task.

To add or remove object fields from an object in an existing Sync Group

  1. From the Active Sync Groups page, click on a sync group in the list to edit it. The Sync Group page is displayed.
  2. Click on the object link in the list below the group details. The Object Sync page for the mapped object is displayed.
  3. Scroll past the mapped object details to view the Field Sync Information.
  4. Add mapped fields from the object by clicking on the Add  icon to move Available Fields in the left column to Selected Fields for Sync in the right column. To remove a field from the sync group object, click the Remove icon.
  5. From the top of the Fields Sync Information section, click Save.

To update Punch Out Sync Groups for Conga Quote-to-Cash for Dynamics 365

Perform the steps as detailed in the previous task, but ensure that only the following objects and fields are populated in the sync groups as described in the following table.

  • For Punch-Out 1 (read only): Conga to Dynamics

    Object

    Fields

    Price List

    Sync all fields

    Quote

    Approval Stage

    Approval Status

    Quote Line Item

    Sync all fields

  • For Punch-Out 2 (read only) – Dynamics to Conga

    Object

    Fields

    Account

    Sync all fields

    Contact

    Sync all fields

    Quote

    Sync all fields

To delete objects from a Sync Group

  1. From the Sync Groups page, click to the left of the object you want to delete from the Sync Group to select it. You can select multiple objects in the list.
  2. At the top of the list, click the More (...) menu and select Delete Object Sync. A confirmation dialog appears.
  3. Click Delete to delete the object or objects from the Sync Group.