Create Sync Process

SyncNow Process defines the two work systems synced, sync mapping with a set of synchronization rules, entity types, entity fields, and link mappings.

Source Mapping Options

During the the create of the sync process you will be able to select how to create the sync process entity mapping, the options are:

1. Local mapping - this is used only for the current sync process.
2. Imported mapping - select snw file to import a pre defined mapping created.
3. Select from predefined templates - SyncNow has predefined entities for common scenarios.
4. Select an inherited sync process - select a global mapping that can be inherited to many sync processes.

Subscribe to Webhooks

Webhooks enable continuous synchronization from work systems, providing a more efficient alternative to using a timer that queries every X seconds. SyncNow registers the webhooks at the target work system.

Step-by-Step Guide for local mapping

1. Navigate to the Processes Page

   • Go to the main menu and select "Processes."

2. Press the Add Process Button

3. Input a Process Name

   • Enter a name for your new process.

4. Input a Unique Short Name

   • Provide a unique short name for the process.

5. Select Systems to Synchronize

   • Choose the systems you want to synchronize. Refer to the "Create System Connection" guide for detailed instructions.

6. Select Projects or Systems

   • If applicable, select the projects or systems that you want to synchronize.

7. Select Boards

   • If the selected systems support boards, choose the relevant boards.

8. Provide Unique Short Names for System Connectors

   • Assign unique short names for each system connector.

9. Press the Save Button

   

Your new process with a local mapping has now been created: