Support Center

Can I manually sync Pilera with my accounting system?

Last Updated: May 16, 2016 03:09PM EDT
Subsection: Sync
Package: Accounting Integration Module
Difficulty: Easy   

Summary/Goal:

To better understand how to force an update to Pilera from your integrated accounting system. A forced sync ignores the regularly scheduled updates from your accounting system and does it immediately. NOTE: It is recommended to only do a forced sync when necessary as it puts a strain on bandwidth.

Brief:

 A forced update can be accomplished by scrolling to the bottom of the occupants page and clicking the “Update from [your accounting system]”. It will then manually update Pilera with your new accounting system information. 

Step by step:
 
  1. OCCUPANTS PAGE: Scroll to the bottom of the overview page.
     
  2. CLICK THE “UPDATE FROM” link at the bottom of the page




Testing:
 
  1. Review the information in Pilera before the update and then review the information after the update to determine the correct information has changed.

Tips:
 
  1. Forced updates/Syncs should only be done when necessary. Try to schedule announcements around regular updates.
     
  2. Automated synchronizations occur overnight.

Conclusion:

Force synchronization is a great way to make sure all your information is up to date before sending a large email but should only be used when absolutely necessary. It is best practice to let the automated sync do the updates. 
 

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