The Data Sync feature helps you synchronize data from your existing external system (for example, Salesforce) to the Conga Platform and vice versa. This feature offers the capability to seamlessly sync your data, ensuring that your information is up-to-date and accessible within the Conga Platform.
Below are the supported features in data sync:
One-time sync from an external system (for example, Salesforce) to the Conga Platform
Delta data sync from an external system (for example, Salesforce) to the Conga Platform
Real-time sync data from Conga Platform to external system (for example, Salesforce)
You must set up the data sync infrastructure, perform the object and field mapping, and schedule the data sync. For more information on the data sync setup, see Managing Data Sync.