How does synchronization work?

When you import data from files or API connections to CleanManager, then you will be using the synchronization window to manage how you connect your data.

The synchronization window is organized into different categories, in which customers or employees will be placed. Their placement in these categories is based on the data import format and how you choose to synchronize your customers or employees.

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How does the synchronization window work?

Here is a short overview of what you can see in the system when you have imported your file or have created a connection to another system.

	You are able to manage employee and customer synchronization in the synchronization window.
	If there is no data in CleanManager or the imported file/integrated system, then the window will be blank as shown here.  In the picture below, you can see the different synchronization categories. In the table below, you can read more about the different synchronization categories. If there is data in one of the systems/files, the employees will be included in one of the categories.

 

1. Synchronization conflicts	Synchronization conflicts will include employees/customers who are not connected correctly. Employees/customers have data in both systems and if their data does not match, a synchronization conflict will arise. Therefore, you need to choose one data point which you will save to solve the synchronization conflict, and both systems will be updated with that information.
2. New employee/customer	If an employee/customer exists in CleanManager, the imported file, or in the integrated system prior to the synchronization, they will appear in the category new employee/customer. From here, you can choose to partner the employee/customer up to the opposite system, thereby importing their data.
3. Deleted employee/customer	An employee/customer who has previously been synchronized will be displayed in this category. The synchronization can be affected if the employee/customer has been deleted either from CleanManager, the opposite system, or the imported file. The employee/ customer will be shown in this category until they are deleted from both systems, or until you have removed the synchronization for the employee between the two systems.
4. Synchronization deactivated	This category includes the employees/customers for whom you chose to deactivate the synchronization. This could be because the employee/customer is supposed to exist in one of the systems for a period of time and therefore synchronization would be irrelevant.
5. Synchronized	This category includes all employees/customers with an established synchronization, who actively share the same data.
6. Inactive employee/customer	Here are shown all inactive and not synchronized employees/customers. This means that they are either inactive because they have been deleted or because they have been imported from a file as inactive and need to be activated or recreated in the system to be able to synchronize.

	If you have employees/customers in CleanManager, the imported file, or the integrated system, then they will be shown in the synchronization window
	Employees/customers in CleanManager will be shown on the left side Employees/customers in the imported file or integrated system will be shown on the right side

How do you use your synchronization window?

If you would like to read more about the synchronization of employees or customers, you can read the article below:

Customer synchronization