On-Demand Synchronization
On-Demand empowers the IDSync user with the ability to request via a button click, an On-Demand synchronization from your PSA application to IDSync. This allows you to determine when data from your PSA will sync to IDSync and therefore be available for mapping sooner than waiting for the routine sync cycle to return to your instance.
Use Case
You create new records for Company, Contract, and Products in your PSA application that you want to map with Ingram resources. In the past, you would need to wait for the sync cycle to repeat and return to process for your PSA. A sync cycle could take anywhere from a few minutes to a few hours to return as a worse case scenario. Of course, it could also be just a matter of minutes if your PSA changes happened near the next cycle. By having On-Demand, you can request a near-immediate sync and have PSA records available for Marketplace updating in a matter of a few minutes. This is most valuable at the time of adding new accounts within the PSA for syncing to IDSync.
What it does
Synchronizes companies, agreements, and products from the PSA application to IDSync so they are available for linking with the Ingram Marketplace, making the mapping experience faster.
What it does not do
At this time On-Demand sync is for the sync process between the PSA and IDSync. It does not perform any synchronization between Ingram and IDSync, which is performed during the routine cycle that regularly runs.
Daily Operations
Previously synchronization has been a rotating cycle based on a schedule to occur a minimum of 5-7 times per day. This routine will continue and ensure that every IDSync Cloud Billing Studio customer is synchronized more than once per day automatically without having to login to either IDSync or Ingram.
The On-Demand synchronization takes place independently of the routine schedule and is intended to occur near real-time. The benefit is being able to request a synchronization when it is needed and can be acted upon near-term.
How to Perform On-Demand Sync
On-Demand Sync is available by clicking the Sync Information widget to the left of your login name which is located in the top right corner of the IDSync browser window.
After pressing Sync Information widget, a popup dialog appears. At the bottom of the popup dialog is the Sync PSA button which when clicked initiates the On-Demand Sync.
After clicking the Sync PSA button a green confirmation message will appear, below the button towards the bottom right corner of the screen.