This article provides guidance on performing a manual sync between Oracle NetSuite and Re-Leased. Syncing data ensures that your financial information is consistent across both platforms. Below you’ll find the necessary steps to initiate a manual sync and understand the notifications associated with the sync progress.
How to Manually Trigger a Sync
The primary method to initiate a manual sync is to click on the Sync icon in the secondary navigation bar and select Start Sync.
Alternatively, visit the Sync Overview page or the Sync Results Page and click on the Start sync button.
Once the sync starts, a spinning circle will appear next to the search bar. By selecting this icon, a dropdown will display the entities that are currently in the process of syncing.
Understanding the outcome of the Sync
Visit the Sync Overview page by clicking the Sync icon in the secondary navigation bar, and selecting View sync statuses. Here you'll gain an overview of all connected companies in your Group, and the status of their syncs. Learn more about this page here.
Troubleshooting Sync Issues
Should you encounter errors during the sync process, consider the following steps:
- From the Sync Overview page, click View results to navigate to the Sync Results page for that company.
- Review the details provided for each error on the Sync Results page.
- Make the necessary adjustments within Oracle NetSuite or Re-Leased to correct the errors.
- Trigger another manual sync to ensure the errors have been resolved.