Manual Syncing

Overview

With Agave Sync, you can export, update, and map your data between systems anytime. During initial onboarding, we recommend manual syncing to ensure data moves as expected.

Manual syncing is managed on a per-data-type basis through Data Pages. When you first set up Agave Sync, each page will display all records from the source system. From there, you can push them into the target system if they do not yet exist, or link them if they do.

Sync Actions

Push

Available for records in status: Disconnected

Pushing a record copies it from the source system to the target system. It will also create a link for that record between the systems to keep it updated. Records can only be pushed if they are "Disconnected" (not already synced).

To push records, select them and click "Push Selected":

To push all records available to be pushed, click the checkbox in the header row (which will select all eligible records in your source system) and then click "Push Selected":

Update

Available for records in status: Synced

You can update records that are already connected between the two systems. This copies the most recent updates from the source system into the target system.

To update records, select them and click "Update Selected":

To update all records available to be updated, click the checkbox in the header row (which will select all eligible records in your source system) and then click "Update Selected":

Link

Available for records in status: Disconnected

If a record already exists in both systems, you can link it in Agave Sync to keep it updated between systems and avoid duplication. Link a single record by selecting its match in the target system:

Agave can also find matching records for you in bulk with Automatic Linking:

After you click the Autolink button, Agave will display which records were linked and the attribute used to create each link.

Unlink

Available for records in status: Synced, Orphaned

If you need to remap a record (e.g. if it has been deleted in one system), you can unlink it. Once unlinked, the record can be pushed or relinked to another record.

Click "Unlink" on a connected record to unlink it:

To unlink multiple records, select them and click "Unlink Selected":

Sync Statuses

A record's Sync Status reflects the relationship between its source and target system records. The Sync Status determines which actions you can take.

Ready to Sync

This record has not been synced or linked yet. Ready to Sync records are available to be synced or linked, and display the text "Ready to Sync" in the "Sync Status" column:

If you have automation enabled, Ready to Sync records should be attempted in the next automatic sync. To manually sync a "Ready to Sync" record you can either "Push" that record and create a new instance of that record (for example, a new vendor in the screenshot above) in the target system, or you can "Link" that to an existing record in your target system (i.e. if that vendor was already in your PM system).

Synced

This record is linked with a corresponding record in the target system. Synced records can be updated or unlinked. You cannot push or link synced records without unlinking them first. Synced records display a green "Last Sync" time in the pop up window when the green Synced icon is hovered over (see red box). Within that pop-up you can also view the corresponding record in your PM system, and the days since that record was last synced:

Ready To Update

This record is linked, but the corrresponding record in the source system has been edited or changed since the last sync. Similar to synced records, you can hover over the yellow Ready To Update icon and view the corresponding record in your PM system and the date it was last synced. To update, click on the green update button to the right (in the blue box).

Orphaned

This record is linked, but Agave can no longer find the corrresponding record in the other system (e.g. it was deactivated or deleted). Like synced records, you must unlink orphaned records to push or link them again.

Order of Operations for Manual Syncing

Some data types may require you to sync other data types first as a prerequisite. For example, syncing an AP Invoice requires that the Vendor it is associated with is already linked. This ensures data is associated properly in each system.

Linking the prerequisite record will resolve the warning and allow you to sync it.

Special Case: Cost Codes, Cost Types, and Sub Jobs

These cost segments are prerequisites to most data types and are often already applied to the project by the company-level cost code list or Project Template.

Agave automatically links cost codes, cost types, and sub jobs that exist in both systems when a project synced to reduce manual syncing. For more information on Project Templates, see our articles on Autodesk Build Project Templates and Procore Project Templates.