Overview

A simplified solution for CRM schema replication

Introduction to SchemaSync

Key Features of SchemaSync

Common Use Cases

Troubleshooting & FAQs

Introduction to SchemaSync

SchemaSync is a powerful tool designed to replicate the schema (fields, objects, and relationships) from one CRM system to another. Whether you are integrating two platforms, migrating data, or setting up a new CRM environment, SchemaSync simplifies the process by ensuring that the target CRM mirrors the structure of the source. This tool saves time and reduces errors by automating the schema replication process, making it an essential asset for CRM administrators and integration specialists.

Key Benefits:

• Automates the replication of fields, objects, and relationships between CRMs.
• Reduces manual setup, minimizing the chance of errors.
• Will be compatible with multiple CRMs, ensuring flexibility and ease of integration.
  
  

Currently, Schema Replicator works exclusively with HubSpot, meaning it can only copy the schema from one HubSpot portal to another.

Key Features of SchemaSync

1. Field and Object Replication:
   SchemaSync allows users to replicate standard and custom fields, objects, and relationships, ensuring that the target CRM structure matches the source.
2. Custom Object Support:
   Supports replication of custom objects, providing flexibility to accommodate unique CRM setups.
3. Relationship Mapping:
   Maintains relationships between objects during replication, preserving the integrity of linked data.
4. Selective Synchronization:
   Users can choose which fields or objects to replicate, giving full control over the schema setup.
5. Multiple CRM Compatibility:
   Supports various CRM platforms, making it easy to sync schemas across different systems.

Common Use Cases

• CRM Data Integration:
  When integrating two CRM systems, use SchemaSync to ensure both systems have a consistent structure, simplifying the integration process.
• Data Migration Preparation:
  Set up the target CRM schema to match the source before migrating data, reducing errors and ensuring a smooth transition.
• System Upgrades:
  Replicate the schema from an older CRM version to a new system to retain the existing structure while upgrading the platform.

Troubleshooting & FAQs

Q1: What do I do if some fields are missing after replication?
Check the customization settings to ensure the fields were selected for replication. If the issue persists, review the logs for any errors or warnings.

Q2: Can SchemaSync handle custom objects?
Yes, SchemaSync fully supports custom objects, allowing you to replicate unique structures across CRMs.

Q3: What happens if the source CRM updates after I’ve replicated the schema?
SchemaSync can be run again to replicate any new changes. Simply connect to the source CRM, select the new objects or fields, and update the target CRM.