While an account sync can be created by following the steps here, you can also create one manually. This is necessary if you are creating a sync to an existing AppColl account. Before a sync can be manually added between a source and destination account (i.e., another PM Plus/Pro or Tandem account), the accounts must be authorized to sync with each other. This requires communication between AppColl Support, the account administrators of both the source and destination accounts.

Once a source account has been authorized to sync data to a destination account, an Account Sync can be created by clicking the Add Account Sync button on the Account Syncing tab of the Settings page as shown below.

After clicking the button, the following popup window appears to allow configuration of the Account Sync.

Use the Destination Account selector to choose another account which will receive data from the source account. When adding an Account Sync, the source account is the one where data is being sent from. The Use Report selector is used to choose which report will be sent over to the destination account. You can use a report created from the Matters Module that contains only the data that should be sent to the destination account. 

Next, choose from sync options as needed for tasks, files, and prior art. Click the Columns button to refine which column selections are made. The Mode option is used to select the level of syncing.  There are currently three modes “Add”, “Add and Update”, and “Add, Update, and Delete”.  Selecting “Add” will cause the sync to only add new records from the source to the destination but not update them.  “Add and Update” will cause records to be created in the destination account and update them if they are changed in the source account.  “Add, Update, and Delete” (most common) will cause records to be created in the destination, update them if they are changed in the source account, and delete them from the destination account if they are deleted in the source account.

Lastly, there are four check boxes. The first checkbox allows for the destination account to manually sync their data at will. The second checkbox allows for the destination account to see what data will be synced when a sync is performed either manually or the nightly automated schedule. You may also wish for non-contact or contact records to be overwritten. 

Once you are finished making all of your selections, click the OK button.