Multi-Office Data Sync is an SI functionality that lets you synchronize items and Control Panel settings between your offices, each hosting its own SI Server*. You can synchronize the following with this functionality:

Multi-Office Data Sync can help you maintain a consistent catalog across offices and help propagate high-quality Control Panel configurations defined in your main office to other offices.

*Each location requires additional SI Server and Client licenses. Contact your SI Account Manager to purchase.

Here is some terminology related to Multi-Office Data Sync.

The main office is the office hosting the SI Server, whose catalog items and Control Panel settings you want to use as the base for synchronization.

The child office is the office hosting the SI Server, which will receive the catalog items and Control Panel settings from the main office during the synchronization.

A Publication is a synchronization template that you define on the SI Server in the main office. It contains the types of catalog items (products, labor items, and packages) and Control Panel settings that should be synchronized with a child office after the child office has subscribed to the publication.

Every publication is assigned a unique API key, the identifier required at the child offices to subscribe to the publication.

A Subscription is a link created with a publication in the child office to pull down the catalog items and Control Panel settings in the publication. The link is created via the API key of the publication.

Subscriptions can be run manually or can be scheduled to run at periodic intervals.

You also have the option to deselect catalog item(s), one or more specific item details, and Control Panel settings, thus not pulling down everything that is part of the publication.

Here is a depiction of how the Multi-Office Data Sync works. In this scenario, we assume there is a main office and 3 child offices.

To set up the Multi-Office Data Sync functionality:

1/ Select one of your offices as the "Main Office," and add the names and public IP addresses of other offices to the SI Server in the main office.

Check out this article for more details.

2/ Create one or more "Publications" on the SI Server in the main office. A publication is a synchronization template that defines what needs to be synchronized to the child offices and is assigned an API key.

Check out this article for more details.

3/ All other offices are designed as "Child Offices." Create one or more "Subscriptions" on the SI Servers in the child offices and select the publications to synchronize with by specifying their API key.

Check out this article for more details.