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Create Sync Process

A SyncNow Process defines the two work systems to be synchronized, along with the sync mapping—a set of synchronization rules, entity types, entity fields, and link mappings.

🔗 Source Mapping Options

When creating a sync process, you can choose how to define the entity mapping. The available options are:

  1. Local Mapping
    • Mapping is unique to this sync process only.
  2. Imported Mapping
    • Import a predefined mapping from an .snw file.
  3. Predefined Templates
    • Select from SyncNow's library of templates for common scenarios.
  4. Inherited Mapping
    • Inherit a global mapping that can be reused across multiple sync processes.
Create Sync Process Options

🔔 Subscribe to Webhooks

Webhooks enable continuous, real-time synchronization from work systems, providing a more efficient alternative to periodic polling.
SyncNow automatically registers webhooks at the target work system to receive updates as soon as changes occur.

SyncProcess - subscribe to webhooks

🚦 Step-by-Step Guide: Creating a Process with Local Mapping

  1. Navigate to the Processes Page
    Go to the main menu and select Processes.

    Processes

  2. Press the Add Process Button
    Click the Add Process button to start creating a new sync process.

  3. Input a Process Name
    Enter a descriptive name for your new process.

  4. Input a Unique Short Name
    Provide a unique short name for the process (used for quick identification).

  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 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
    Save your configuration to create the sync process.

    Process Configuration

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

New Process Creation

Tip:
You can always edit the process later to adjust mappings, add filters, or enable additional features such as webhook-based synchronization.