SchemaSync
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      Getting started

      Step-by-step guide to setting up SchemaSync

      How to Use SchemaSync


      Step 1: Connect Source and Target CRMs
      1. Log in to SchemaSync.
      2. Select the source CRM from which you want to replicate the schema.
      3. Authenticate and connect to the target CRM where you want the schema to be replicated.

       

      Step 2: Configure the Replication
      1. Choose the specific fields, objects, and relationships you wish to replicate.
      2. Use the customization options to modify how data is mirrored, if necessary.

       

      Step 3: Review and Confirm Settings
      1. Review the selected configurations to ensure all required objects are set up.
      2. Confirm the replication settings.

       

      Step 4: Execute Schema Replication
      1. Click the "Start Replication" button to begin the process.
      2. Monitor the progress via the dashboard, which displays a status log of the replication.

       

      Step 5: Verify Replication
      1. Once the replication is complete, log in to the target CRM to verify that all fields, objects, and relationships have been accurately replicated.