home

Advantage Platform Administration

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Advantage Platform Administration

Data Sync

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.

Running Data Sync Manually

  • You must set up your data synchronization infrastructure before running data sync. For more information, see Data Sync Configuration.
  • You must review your source field values and set up Value Transformations (if required) to ensure that they match the formats used in the Conga Advantage Platform. For more information, see Transforming Field Values.
  1. Log in to the Conga Advantage Platform as an administrator.
  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.
    • 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 dialog box appears with the following information:
    • A reminder to verify the provider type configured in External Integration before initiating the sync. User authentication is performed against the selected provider.
    • A note that user data sync triggers email notifications to users. To disable these, go to Admin Console > Organization > Disable New User Email Notification and set the value to Yes.
    • The number of objects selected for sync. Only enabled objects are synced. Disabled mappings or objects are ignored.
    Note: The system determines the objects in scope for Pre-Sync Validation as follows:
    • If specific objects are selected: Validation runs only for those selected objects.
    • If no objects are selected: Validation runs for all objects where the Is Enabled? toggle is turned on and the Sync Direction is set to ETL.
  5. Follow the on-screen instructions to turn off welcome email notifications, if needed.
  6. Click Yes to proceed. The Preparing to Sync dialog box appears. The system runs Pre-Sync Validation before starting the sync. This usually takes a few seconds. After the checks are complete, one of the following occurs:

    Outcome

    Dialog Displayed

    What To Do

    Validation passes with no issues

    Ready to Sync: All Checks Passed.

    Everything looks good. Click Continue to start your sync.

    		You are redirected to the Run History tab.
    Validation passes with warnings (soft failures)

    Ready to Sync: Review Recommended

    A Warnings Found message is displayed: "The sync can proceed, but some items require your attention. Download the report to review before continuing."

    		Click one of the following:
    • Download Report to review warnings before continuing.
    • Continue to proceed with the sync.
    • Cancel to stop and resolve warnings before syncing.
    Validation fails with critical issues (hard failures)Sync Cannot Start

    An Issues Found message is displayed: " We found issues that need to be resolved before sync can run. Download the report to see the affected objects and steps to resolve each issue".

    		Resolve all listed issues, then click Sync Now again.
    For detailed guidance on reading validation results and downloading the validation report, see Review Pre-Sync Validation Results.
  7. In the Sync Now dialog box, configure the following fields:


    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: It does not synchronize objects with complex designs that require custom logic for data transfer.

    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.

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

May 4, 2026