Portal Admins and Manager users can trigger an integration pull from the project page. This feature is available to customers who are using LightReach, Aurora, and Everbright Integrations.
Use cases for this feature:
- Enter the unique id for an object in the other system and click the trigger button, causing the integration to pull data from the other system and set it on the SiteCapture project.
- Validate that the unique id in the other system is correct.
- Make changes to a SiteCapture project and use the trigger to sync the changes to the other system.
1. Make changes to the SiteCapture project or the object in the other system, depending on your use case.
2. Click the “three dot” menu and select “Sync Integration Data".
3. A modal will pop up that states "This action will sync data between SiteCapture and other systems you are integrated with. Click "Continue to proceed with the integration sync or "Cancel" to cancel the sync.
4. Wait a few minutes, refresh the project page and verify that the expected data has arrived in the project.
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