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Showing articles from sync tag

Tenant to Tenant (T2T) Sync: Fields Available to Sync

Fields Available to Sync Contact (Individual or Business), Membership, and Contact Custom Fields can be synced. Contacts in the source database who (1) have an active membership and (2) the membership is a type that is mapped in the Sync Connection, will pass the following information to the Target: Contact Recor…

Tenant to Tenant (T2T) Sync Overview

Data Exchange The T2T Sync is a ‘many to many’ sync, in which multiple GrowthZone databases can push data through a one-way exchange to multiple other GrowthZone databases. * A contact will only sync from Source to Target if that contact has an active membership and that membership type is configured in the Sync C…

How to Merge Records Synced to M1

Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…

Sync an Event with Zoom

We now have the ability to integrate GrowthZone Events with Zoom Meetings. Once the integration with Zoom is enabled , you'll be able to sync your event in GrowthZone to Zoom. To sync an event with Zoom, you create the event as you normally would , then you can edit the event's General Information section on t…

Real Estate Edition Video Tutorials

IN PROGRESS Here is a series of focused videos on various topics related to the Real Estate Edition of GrowthZone. M1 Integration Training M1 Integration Daily Activities The GrowthZone integration with the National Association of REALTORS’ M1 database provides association staff an easy way to manage their co…

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