Syncing Data Between Two Systems
Keeping the same information accurate in two places is one of the most common reasons businesses ask for an integration. When a customer's details change in one system, you want the other to reflect that without anyone lifting a finger.
This article explains how data syncing works in practice and the decisions that shape a reliable sync.
How Syncing Happens
A sync watches for changes and copies them across, either in real time or on a schedule.
- Records are matched using a shared key such as email.
- Changes are detected and copied to the other system.
- Conflicts are resolved by clear rules you agree upfront.
- A log records what moved, so nothing is a mystery.
Decisions That Matter
A few choices early on prevent painful surprises later.
- Decide which system is the source of truth.
- Choose real-time or scheduled syncing.
- Agree what happens when both sides change at once.
- Plan how to handle deletions safely.
If you need a hand with any of this, your Progressive Robot delivery team is ready to help. Raise a ticket from the Support area of your client portal or speak to your account manager and we will guide you through the next steps.