Data Sync Schedule
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.
Only one data sync can run at a time for each setup.
A new sync starts only after the previous sync completes, fails, or is canceled.
The system automatically blocks any extra or repeated sync requests during an ongoing sync.
If multiple syncs are triggered at the same time, the system processes only one and blocks the others.
After each sync, all related runtime data is automatically cleared to ensure the next sync starts cleanly without issues.
Scheduling the Data Sync Frequency
- Click the App Launcher (
) icon from the top-left corner, then .
- Click the More (
) icon in the Data Sync UI.
- Enter values in the following fields.
Field Name
Description
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 enter 2 as the interval.
Start Date
Pick a date to trigger the sync operation.
Time
Pick 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.
Tip: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.
Note: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 Conga Advantage Platform.
Search
Search 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.
Note:When the Asset Based Sync toggle is enabled, this list is not visible because it is intended for syncing data related to specific objects.
Changing the Data Sync Schedule
- Click the more (
) icon on the Data Sync UI.
