CRM Sync Dashboard

Overview

The alignment of marketing and sales is crucial for any business. Having lead information shared automatically and quickly between marketing and sales allows for sales to follow up within minutes of the handoff and enables marketing to see what kind of prospects have the best chance of becoming customers, allowing them to adjust their initiatives in a timely manner.

The CRM Sync Dashboard provides Sugar Market customers a complete, in-depth view of all prospect and customer data syncing between Sugar Market and their sales system. Sugar Market admins can view the current status of each part of a sync, when it last completed successfully, and useful information to troubleshoot the most common errors. This dashboard is automatically configured once an admin has set up the connection between Sugar Market and their CRM.

Sugar Market Administrators can access the CRM Sync Dashboard page via user menu > Admin > CRM Administrator > External Connectors > [CRM Name] Sync Dashboard.

Note: The CRM Sync Dashboard is currently only available and automatically configured for customers using Sugar Market with Sugar Sell, Sugar Enterprise, or Salesforce.

Dashboard

Last Completed Cycle

The date shown here is the last time an entity was successfully synced.

Dashboard Alerts

The alerts section shows sync problems that occurred, categorized into two main error types:

• CRM Login Error : This is a configuration problem that occurs when the password for the syncing user was changed in the CRM, but not updated in Sugar Market connector settings. This can be easily remedied by going to the CRM Connector Settings page via user menu > Admin > CRM Administrator > External Connectors > [CRM Name].
• API Error : Since APIs can have an intermittent connectivity issue, it is best to wait until the error has occurred more than once. Admins can quickly investigate if there is an issue on their side that can be fixed. If it cannot be fixed, they can contact customer support and provide the information given to help troubleshoot the issue.

Email Alerts

Login Email Alert

An email alert will be sent after (3) three consecutive Login errors. Alerts will continue to be sent daily if the issue is still occuring.

API Email Alert

An email alert will be sent daily if there is an API error. Connectivity issues can cause a sync to fail without there being a problem with the sync itself, so we do not want to alert the user via email unless it fails consistently. Alerts will continue to be sent daily if the issue is still occuring.

If there is both a login error and an API error, then the daily email will contain information regarding both errors.

Email alerts are sent to the email addresses specified in the CRM Connector Alerts section. Admins can navigate to this page via user menu > Admin > CRM Administrator > External Connectors > [CRM Name]. Multiple email addresses can be specified using a semicolon delineation.

Pull Status

The pull status shows the sync status from the CRM into Sugar Market.

The icon in the status column denotes status of the sync for that entity.

• A green check mark indicates that a sync has completed successfully.
• An orange circle of arrows indicates that a sync is currently ongoing.
• A red circle of arrows with a line through it indicates that a sync that was previously on has been turned off.
  Note: If the sync was previously on and turned off before the launch of this feature, the last completed sync date will appear with a green checkmark instead of the red circle of arrows.
• A red X indicates that an error has stopped the sync.
• A "-" dash with grey text indicates the item has not been configured to be synced.
• An orange clock indicates that the specific entity is waiting for its turn to start syncing. This usually happens when the sync is newly set up since the entities take a longer time for the first sync.

Push Status

The push status shows the sync status from Sugar Market to the CRM.

The icon in the status column denotes status of the sync for that entity.

• A green check mark indicates that a sync has completed successfully.
• An orange circle of arrows indicates that a sync is currently ongoing.
• A red circle of arrows with a line through it indicates that a sync that was previously on has been turned off.
  Note: If the sync was previously on and turned off before the launch of this feature, the last completed sync date will appear with a green checkmark, instead of the red circle of arrows.
• A red X indicates that an error has stopped the sync.
• A "-" dash with grey text indicates the item has not been configured to be synced.
• An orange clock indicates that the specific entity is waiting for its turn to start syncing. This usually happens when the sync is newly set up since the entities take a longer time for the first sync.

For more information regarding the data synced on the CRM Sync Dashboard page, refer to the Sugar Market Integration Guide.