Manual calls synchronization

Owned by Artemiy Firsov
Jun 03, 2022
1 min read

Manual calls synchronization is used for troubleshooting and uploading of historical data to Creatio, if automatical syncronization went wrong.

How to set up the synchronization:

  1. Open ‘Calls’ section in the menu (Fig. 1).
    Fig. 1. Opening ‘Calls’ section

     

  2. Click ‘Actions’ tab and select the ‘Synchronize calls’ option from the dropdown menu (Fig. 2).
    Fig. 2. Clicking ‘Actions’ tab and selecting the ‘Synchronize calls’ option from the dropdown menu

     

  3. Pick a daterange and click the [Synchronize] button (Fig. 3). The picked daterange must be withing the week.
    Fig. 3. Picking a daterange and clicking the [Synchronize] button


    The calls withing the picked daterange are synchronized.