Migration Bulk Update From Date

With Bulk Update From Date, you can migrate entities from one system to another. SyncNow does not modify work systems' schemas; it adds entities, fields, and picklist values to the target work system.

Recommendation:
Perform entity migration in a test environment before running it in a production environment.

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📝 Step-By-Step Guide

1. Navigate to the Processes Page

   • Go to the Processes page.

   • Press the Bulk Synchronization button.

     

2. Select the Date Range

   • SyncNow will search for entities in the source system that were updated within the selected date range.

3. Select a Mode

   • Migration: For entities not previously synchronized.
   • Update: For source and target entities already synchronized by SyncNow in the past.

4. Select Sync Direction

   • Choose whether to update only one system or both, sequentially.

5. Select Entity Types to Synchronize

   • Choose which entity types to include in the migration.

6. Confirm Bulk Synchronization

   • Acknowledge that bulk synchronization will update many entities in the target system and that reverting the changes is not possible.

7. Press the Start Button

   • Begin the migration or update process.

8. Monitor the Status

   • Press the View Synchronization Status button to monitor progress. This button appears after the sync run starts.

     

   • Bulk synchronization status will be displayed as shown below.

     

   • Review details about a sync run execution of source and target entities in the Log and on the Status Entities page.

     

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❌ Cancel Import

1. Cancel the Import Process

   • Click the Cancel button at the top of the window to stop the import job.

     

2. Wait for the Import to Stop

   • The import will be stopped after a short time.

     

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Tip:
Always test your migration in a non-production environment first. Use the monitoring tools to track progress and review logs for any issues during the migration.

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