In version 2.142 we implemented an additional grouping by types to allow a cleaner import of the data you need. You will be able to select either one category or one or multiple types of a category.
Select one or multiple types of a category and click the next button.
You can now proceed to plan your import.
Configure a desired starting time and on which days of a month the process should run
If you want to start the import right now, click the Run Now button
If you click schedule, the automatic synch will be planned according to your time settings
If you click run now, you will be able to see your progress in the window.
Please note that some of these imports will take a long time. Once started, the process will continue to run in the background, you don’t need to keep this window open. The import will finish regardless
When everything is done, you can see the results. You will also receive an email about the transfer.
To view what processes have been planned, you can view them either in the Setup at Scheduled Jobs or view the related list on your connection record.
Attention: In the current version of the feature, you can delete planned transfers via the related list, but you can’t edit them. To modify an existing planning you will need to delete the scheduled transfer and then plan a new transfer.
To use this feature, we recommend that user planning the jobs has a system administrator profile or similar, which will ensure all needed permissions are there.
You will need to make sure to enhance the page layouts of your connections (attention: each record type has their own layout) with the following:
Make sure to place the Lightning Action ‘Transfer to ADvendio’
To avoid confusion, remove the old feature ‘Transfer from AdServer’ from the list of buttons/lightning actions