How to automate data synchronization in RevRec?

Scope

How to automate data synchronization in RevRec?

How to schedule data sync automation in RevRec?

Can I set the frequency of data sync in RevRec?

Summary RevRec can integrate with your sales, commissions, or invoicing systems to pull in the sales, commissions, or billing transactions. It comes out of the box with integration for several types of systems out of the box. Note that you don't have to sync data. Navigate over to the 'Sync' option and click the connect button. You can also schedule to automatically sync your data. For instance, to configure this in Chargebee navigate from Sync > Connect button > Invoices > Chargebee > Quick Actions > Edit schedule.

Solution All you have to do is navigate over to the 'Sync' option and click the connect button.

Read about specific integration requirements in the integrations section.

When you do this you can select a particular system you want to connect to from the options presented. All you will need are your system credentials.

You can also schedule to automatically sync your data. For instance, to configure this in Chargebee navigate from Sync > Connect button > Invoices > Chargebee > Quick Actions > Edit schedule.

Then configure Frequency, Time of the day, and Timezone to schedule automatically sync data.