What is and how to Set up a Synchronize Remote Record in Boost.space
Setting Up a Synchronize Remote Record module (Sync Request)
Synchronize remote recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. is the best solution for you if you want to watch data and keep them synchronized from the third-party application. In this case, we will use Google contacts. Synchronize Remote Record is available for all Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. (apps in the Integrator).
This modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. performs multiple functions at once. The module sees if the contact already exists or not based on the remote ID. If it doesn’t, the module will create a new record in the Boost.space systemA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow!. If it exists, it will evaluate the last sync date and update it, and send that update to the BS module.
So you can set up the following set of modules – Google contacts -> Boost.space, where updates will be sent from Google contacts to the BS module, which will check if there is any change (latest update) in them. If so, it will check how many changes have taken place and update them. By creating this scenario you will be ready to send data based on remote IDs to your third-party applications.
1. Open Integrator, click on the plus and search for Boost.space – Contact and then select Synchronize remote Record.
2. Create a connection. Fill in the name, insert your Boost.space token (here is the tutorial if you haven’t created it yet), and also fill in your system key – this is the name of your Boost.space system (for example, dev.boost.space -> system key is “dev”). Then click on Save.
PS: If you want to see how to set this up properly please check the article: Connect: Synchronize your data into Boost.space or Share: Synchronize your data from Boost.space.
3. Everything written in bold must be filled in for the module to be set up correctly. Select connection, spaceIn Boost.space, a space is a subunit within a module that helps organize and categorize data, ensuring clarity even with large volumes. For example, within the Contacts module, you might have spaces like "Client Database" or "Supplier Database." Access to each space is restricted to users who have created it or have been granted access. and fill in the Remote ID and the Remote Application name – this is the ID of the record from the third-party application (in this case from Google contacts). Fill in the information you want to be written from Google.
4. Here we see all the information that I want to use from the contact.
Congratulations! Now you are ready to create synchronization scenarios based on those remote IDs from Boost.space to third-party applications. If you want to know more about the synchronization features you can try the CUD Webhook article.