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Subscriptions

How to create and manage Subscriptions for Multi-Office Data Sync

A
Written by Ashok P
Updated over 3 months ago

You can access the Subscriptions setting in the Control Panel to create and manage subscriptions in the child office. Each subscription should then be linked to a publication created in the main office to sync the catalog items and Control Panel settings in the publication.

To access the Subscriptions setting, click the following icon.

This will open a form to allow you to add the subscriptions.

Add Subscription

You can add as many subscriptions as you wish. However, each subscription should be linked to a unique publication.

To add a subscription:

1/ Click New.

2/ In the New Subscription form, do the following:

a/ In the IP Address textbox, enter the IP address of the main office.

b/ Retain the port number.

c/ In the API Key textbox, paste the API key of the publication from which you want to sync the catalog items and Control Panel settings.

d/ Click Next.

Here, you will see the Catalog items and Control Panel settings in the publication.

3/ In the Data to Sync section, under the Catalog tab, do the following:

a/ Deselect any catalog items if you don't want to sync them from the main office.

For example, deselect Labor Items and choose not to overwrite your own labor items.

b/ Deselect Existing in the Products, Labor Items, and Packages sections, and choose only to sync (add) items into your catalog.

c/ For Products, Labor Items, and Packages, click Select Fields, next to New and Existing, and select the item fields you want to sync.

For example, deselect all Price fields for existing items and avoid manually overwriting the price fields you specified. This applies to any item field that you have specified manually and don't want to be overwritten by the Multi-Office Data Sync functionality during the sync.

d/ You have the option to sync accessories, files, and links for products and accessories for labor items.

e/ For products, you can map the price types from the main office to those in the child office.

4/ In the Data to Sync section, under the Settings tab, select the Control Panel settings you want to sync to your SI Server.

5/ If you want to schedule a periodic sync, set the frequency of the sync in days and the time when the sync should start. Otherwise, select No sync schedule, and you can sync manually.

6/ Click Save.

Manual Synchronization

If you want to manually sync the catalog items and Control Panel settings in the linked publication, click Run in the ribbon. Here, you will see two options to manually sync catalog items and Control Panel settings on the child SI Server.

  • Quick (Incremental) - An incremental update of the catalog items and Control Panel settings in the publication.

  • Complete - A complete overwrite of the catalog items and Control Panel settings in the publication.

Edit Subscription

If you want to edit a subscription, click the subscription and click Edit in the ribbon. In the Edit Subscription modal, you can make any changes you want. Click Save to save the changes.

View Synchronization Logs

Click Logs in the ribbon to see the logs generated for all sync attempts of all subscriptions. You will be able to see the start date, completed date, sync status, and whether the sync was automatic or manual. On the right, you will see the count of new and existing items and the settings updated during the sync.

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