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Advantage Platform Administration

Data Sync

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Running Data Sync on Demand

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

Note:

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

Running Data Sync Manually

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner, then Admin Console > Data Sync.
    The Mapped Objects for Data Sync page appears.
  3. To synchronize the data for specific mapped and enabled objects, select them from the list.
    Note:

    • By default, all enabled objects are included in the manual data sync. However, if you select specific enabled objects, only those selected objects will be considered for the sync.

    • If any disabled objects are inadvertently selected, they will be automatically ignored during the sync process.

    • You can enable or disable mapped objects for data sync using the Is Enabled? toggle in the list.

  4. Click Sync Now. A confirmation pop up appears, displaying details about the welcome email notifications and any selected objects for sync, if applicable.
  5. Follow the instructions to turn off the welcome email, if needed.
  6. Click Yes to run the data sync. A Sync Now window appears.


    Field

    Description

    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 Advantage Platform yet.
    Note:

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

    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 Advantage Platform.

    Note:

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

  7. Click OK.
    The data sync process is begun and you are redirected to the Run History tab.
  8. Click Run History to view sync details and any associated errors.
Administrator Guide
Conga Advantage Platform Administration

September 22, 2025