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Sync Management

The Syncs page is where you view, launch, pause, and configure all of your data pipelines.

🗂 1. All Syncs List

Navigate to Syncs from the sidebar to see every configured sync:

All Syncs

Column Description
Source The source connection (e.g. Salesforce-Production). Click to view source details.
Destination The destination connection (e.g. BigQuery-ServiceAccount).
Added When this sync was first created.
Last updated When you last edited or ran the sync.
Status Enabled / Disabled – whether this sync is active.
Sync data ▶️ Start now / ⏸ Pause – manually trigger or pause scheduled syncs.
Configure source “View sync detail” or “Configure Sync” – jump into the sync-wizard to adjust settings.
Action ⋮ menu to Edit, Test, Clone, or Delete this sync.

ℹ️ Tip: Use the ▶️ button to force an immediate run, even if your next scheduled sync is far out.

At the top right you can:

  • Source Connector filter – show only syncs from a specific source.
  • Destination Connector filter – show only those going to a particular warehouse.
  • Status filter – toggle between Enabled, Disabled, or All.
  • Search – free-text search on sync name or connector names.
  • Entries per page – choose 10, 25, 50, or 100 rows per page.

➕ 3. Create a New Sync

Click Create sync in the top-right to launch the sync-wizard. You’ll be guided through:

  1. Connect source – pick or reuse an existing source connection.
  2. Connect destination – choose or create your destination.
  3. Configure sync – name your sync, set frequency, toggle options (Bulk API, real-time, etc.).
  4. Map schema – select objects/tables and fields, apply transformations.
  5. Review & launch – verify configuration and start your first sync.

⚙️ 4. Sync Actions

Each sync’s ⋮ menu offers:

  • Edit – change schedule, scope, or field mappings.
  • Test – validate both source & destination connections without running a full sync.
  • Clone – duplicate this sync (handy for similar pipelines).
  • Delete – remove permanently (only if you have permission and sync is disabled).

::: warning Deleting a sync cannot be undone. Make sure you have archived any mapping settings you may need before deleting. :::

✅ 5. Status Meanings & Controls

Button/Icon Action Description
▶️ Start Sync Immediately run this sync, regardless of its schedule.
⏸ Pause Sync Disable scheduled runs until you re-enable.
Enabled Active This sync will run automatically on its defined schedule.
Disabled Inactive Scheduled runs are off; you must manually ▶️ start each run.

📘 Best Practices

  • Name Clearly – include source→destination in the name, e.g. SFDC→BQ_CRM.
  • Clone for Variations – clone an existing sync to tweak only frequency or object scope.
  • Test After Edits – always click Test after changing credentials or mappings.
  • Monitor Logs – use the Sync Detail page to inspect run history, errors, and performance.

That should give new users a clear, step-by-step reference for discovering, filtering, creating, and acting on their sync pipelines. Let me know if you’d like any more sections or examples!