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  1. Click to "Objects" tab on the left hand corner in the Profiles section of DBSync Replication Portal.

  2. Once, user has connected to source applications like Salesforce and Microsoft CRM then objects will get synced and it will show on the Objects tab.

  3. Select any Source Apps objects you want to sync into Database from the left Objects section as shown below.



  4. Select the object fields you want to sync into Database from the "Available Fields" section and use "Exclude Fields" section to filter out fields you don't want to sync into Database. 




  5. Once completed, click on the "Run button" to Run the configuration for the Source Apps object.

  6. Run menu to select the required commands like Update Database Schema, Source Apps to Database (Clean Copy), Source Apps to Database (Incremental) to execute.




  7. Once completed, then it will redirect to you on the Log Screen Tab to see the status of command is completed or not.

    Below section explains the steps involved in Source Apps to Database Replication.


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.


Configure Schedule Jobs tab

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Start with Scheduler Jobs tab, here users can schedule the sync using

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Scheduler Tab.

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Follow these steps to schedule the sync using Scheduler tab with scheduler functionality like run commands options, Date, Month and year format settings and repeat Drop-down menu details to set   the desired duration to sync the selected objects.


  1. Click to "Scheduler Jobs" tab on the left hand corner in the Profiles section of DBSync Replication Portal.

  2. Once, user has connected to source applications like Salesforce and Microsoft CRM then objects will get synced and user can directly select the required Process from the Command Drop-down and configure the frequency of the sync by selecting a desired duration from the Repeat drop-down

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  1. menu.

  2. Next, "Start On" option to select the Date, Month and Year from the Drop-down menu

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  1. to get the objects synced for particular Date and Month format.

  2. Create a task in the"task section

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  1. " with all the details including

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  1.  Task Name, Action, Command and Start Date and Time.

  2. Once the process is completed then click on Save & Next buttons to proceed further.