Syncing

A sync copies data from your CRM into CustomerCatalyst. It doesn’t change anything in your CRM.

The first import

Right after you connect, the button on the CRM’s page reads Import Customers & Sync. Click it to bring in everything for the data types that are switched on. Large CRMs can take a while; you can leave the page.

Every night

After the first import, each connection syncs by itself once a night, between 01:00 and 05:00 UTC. A connection keeps the same time every night.

Sync now

To sync straight away, open the CRM’s page under Integrations and click Sync now.

While it runs, the button reads Syncing… and each data type shows Queued or Syncing… with its progress.
After a sync starts, the next one can start 5 minutes later. Until then you see Next sync available: with the time.
Last synced shows when the last sync finished. Show history lists earlier syncs.

What a sync does

It reads only what changed. Each sync asks the CRM for records changed since the last sync.
It runs in a fixed order. Owners are matched to your team first, then customers, then contacts, then calls, meetings, tasks, tickets, notes and opportunities, so every record links to the right customer and people.
It creates and updates. New CRM records are added; changed ones are updated according to your field mapping.
It never deletes or archives. Deleting or archiving a record in the CRM doesn’t remove it from CustomerCatalyst. Archive it in CustomerCatalyst yourself if you no longer need it.
It skips what it may not read. If the connection lacks a permission for a data type, that type is skipped and the rest still sync. Admins see a note to reconnect.

Customers that aren’t imported

A CRM company or organization becomes a customer only if it matches your Customer status rule (see HubSpot or Pipedrive). Contacts and activity of a company that isn’t imported aren’t linked to any customer.

Health scores

Health scores are recalculated every night from the latest data. See How scores work.