Sync data between Solutions (Applications) | Voters

Sync data between Solutions (Applications)

in progress

Tony

Ability to sync data between two applications that are in different solutions.

Requirements:

When data in app 1 is updated, update data in App 2.
When data in app 2 is updated, update data in app 1.
Ability to select and map the fields to be updated.

Created by Jon Darbyshire

May 16, 2022

Barbora Vackova

Any release date update on this? desperately waiting :)

Alex Stoica

Would be fantastic!

Emmanuel Aydin

Any update on this? This ability would very much be appreciated.

Patrick

Emmanuel Aydin: Yes it is possible with a couple automation set up:
1: create a linked record field
2: Create record ID fields in both apps (it is a featured field)
3: Have matching field types for information you would like to send
4: When a record is created in app A send it to App B 
(Also have what I call an Auto stop field with a default: so for example if the record is created in app A The default is Client Created: So when you create that automation it only sends the records with the default that is client created) - Also be sure to send the title field into the linked record field created between the 2 apps
5: When a record is created in app B send it to app a and mark that auto stop field the non default option so that when a record is created in app b it doesn't send it back to app A... That same auto stop field will need to be in place in app B so the reverse duplication doesn't happen
Now you have a 2 way connection that states when a record is created in app a within app a and not an automated record from app B-> send to app B and the same which is when a record is created in app b that is not auto created from app a -> send to app a
6: now you will create an automation in both application that states when a record is updated-> update a record in the connected app. You will use the find record option to do this and you will use the record ID from app A to the lookup field record ID of app a in app b. you will then do the reverse. 
You now have created a 2 way creation and 2 way updating between 2 different applications that can be in 2 different solutions.
You can set conditions and variations of fields that you want filled in as well if needed. 
Word of advice: create a naming structure in your automation log- since it is alphabetical now you can do this like 
1 Master automations
2 Internal aurtomations
3 client automations
etc....
Because the automations can add up and if you automations triggers others you start having a ton of variables and you have to test for user created scenarios that makes sense to them, but contradicts the intended use of the way it was built

Benjamin Bachman

Is there any update on the timeline for this? It seems like this feature request has been around awhile.

Sean Kurtz

Also, sync single-select and multiple-select fields across apps

Jon Darbyshire

marked this post as

in progress

Jon Darbyshire

Please note that we are also working on the ability to sync application data between SmartSuite accounts. In this case the Account 1 would need to use the share grid feature to determine the content that is available to be shared and then Account 2 could create an automation to consume the data on a scheduled time frame.

We are working out the details now and will have more to share in the upcoming weeks.

Office 6 Stars Cleaning

Jon Darbyshire: As an agency I would love to have the ability to Sync two workspaces. (Our CRM to sync to my client CRM for example)

Patrick

Ohh absolutely

Patrick

Big fan of thought leaders like Tony of here.

Jon Darbyshire

marked this post as

planned

This feature is in the planning phase and will be included in an upcoming release.

Robert Hicks

Jon Darbyshire: Any 2023 release date planned yet?