This article will walk you through the new Data Syncs dashboard feature, which allows you to monitor both the onboarding and daily syncs of your CRM/MAP data.
You can access this dashboard by navigating to Settings > Integrations and selecting one of your active integrations. Then, click on the Data Syncs tab.
Feature Overview
This dashboard is meant to allow the user to monitor the status of their onboarding or daily syncs.
There are two syncs types:
Onboarding Syncs: Syncing all historical CRM/MAP data into 6sense.
Daily Syncs: Daily syncing of your CRM/MAP data into 6sense. These syncs are performed daily, and are critical to keeping the data in 6sense up to date.
For most customers, all sync types will generally be in the “Daily” phase once completely onboarded.
For customers that are onboarding, sync types will be in the “Onboarding” phase. Objects will transition immediately to “Daily” once the onboarding is complete. Some objects may take longer than others to complete onboarding so you may see both sync types present in your dashboard. This is normal.
The dashboard allows you to monitor the status, increase API limits, resolve permission issues, or resolve other sync related issues. If you expand each object, 6sense also provides you with the timestamp, duration, and number of objects synced for further troubleshooting.
Each CRM/MAP system comes with its own set of quirks and errors. 6sense will do its best to prescribe you with a solution. Many errors are transient, while others may be due to competing integrations in your CRM/MAP system. 6sense will automatically retry syncs on your behalf, but if you see an object stuck for an extended period of time, please contact 6sense Tech Support.
Sync Statuses
Data sync status is shown at the top of the Data Syncs page and under each object when you expand.
Sync Running: This means your syncs are running. 6sense provides you an estimation of the progress (~70% in the example).
Permission Check Queued: This status happened automatically after onboarding or credentials are updated to ensure that 6sense has the proper permissions to access the object. 6sense will perform the permission check as soon as it is able to. If the permissions are valid, we will immediately proceed to syncing.
Permission Check Error: This means that 6sense did not have the valid permissions to access the object. Please check with your CRM/MAP administrator to grant the appropriate permissions to the 6sense integration user. Once you have verified that, you can click on Retry to reinitiate the permission check. This should put the object back into the status “Permission Check Queued”.
Sync Error: This means that there was an error when trying to sync your object. This can happen for a variety of reasons, such as API limits being reached. In general, 6sense will automatically retry the next day. If you see this message on the object for an extended period of time, please contact 6sense Tech Support.
Sync Queued: This means that the syncs are queued and will run next. 6sense will begin syncing shortly. No further action is needed.
Sync Complete: This means that your syncs have completed. You’re good to go!
FAQ
Q: What is an API limit and why should I increase it?
A: An API limit controls the amount of time 6sense can make an API request to your CRM/MAP for data. 6sense uses BATCH, REST, and SOAP API calls for a variety of features within the 6sense ABM Platform. Increasing the API limits temporarily will often solve your problems and speed up your onboarding. This is especially the case for customers with large amounts of data in their CRM/MAP.
Q: What does Sync Error mean?
A: Many errors can occur during the sync process. Sometimes 6sense has run out of API limits to sync the object or credentials expired/deleted, or servers are down (either in the CRM/MAP, or in 6sense). 6sense will automatically retry whenever possible, but if you see the same error after a few days, contact 6sense Tech Support.
Q: What is the meaning/definition of SOAP, REST, and BATCH APIs?
A:
SOAP
Used for logging in/creds verification
If the API limit is hit, we cannot do anything, this API is mission-critical
SOAP API is used in segment filters
Enrichment
REST
Salesforce lists/reports CRM account list segment sync uses REST
BULK/BATCH is a type of REST
Specifically for large amounts of data import and export