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Note: Source Apps includes Salesforce and Microsoft CRM Application


Run Process

Actions Performed

Update Database Schema

Creates Source Apps schema into Database for the selected Source Apps objects.

Source Apps to Database (Clean Copy)

Inserts a clean copy of selected Source Apps object records into respective Database Tables & Columns.

Source Apps to Database (Incremental)

Performs an incremental syncfrom Source Apps to Database based on the changes / edits made in Source.


  • DBSync Replication tool must be installed in your system. Step by step procedure for installation is shown in the topicInstallation.

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  • If you want to create a new Profile, navigate to theHomepage to create a new Replication profile. First you have to click on Add Profile button and Pop-up will arise then you have to select the Source Name App from the drop-down menu and then go to the desired Name for your new Replication profile underNamesection and click on save changes button to create a new Replication Profile.

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  • ClickSalesforce/Microsoft CRM Setup from the home page to configure your Source Apps and Database credentials.

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  • You can also schedule the sync using theScheduler Tab.Select the required Process from theCommand Drop-down and configure the frequency of the sync by selecting a desired duration from theRepeat drop-down. The below screenshot illustrates configuring scheduler functionality.

  • Once you have selected all the options then go to the Starts On option and select the Date, Month and Year from the Drop-down menu.

  • Once the process is completed then click onSave&Nextbuttons to proceed further.

  • Once, you have saved all the details in the Scheduler Jobs tab then it will automatically create a task in the task section with all the details including Task Name, Action, Command and Start Date and Time.

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