PT Sync Getting Started

Overview

All implementations of the PT Sync application are unique for all sites.

These steps below will walk through implementing the Sync Test custom element. You can use this custom element to test the installation or customize the steps to utilized your sites custom elements.

Sync Custom Elements

1. Setup the custom element to be identical on both the source and destination sites.
   1. An easy method to maintain this is to export and import the custom element from the source to destination site.
   2. Note: If syncing a local custom element, make sure the custom element is changed to global on the destination site.
   3. Optional: Import the "Sync Test" custom element into the source and destination sites.
2. The custom elemepnt to be synchronized must have a unique ID field (i.e. UUID) and a parent unique ID field. The parent unique ID field maintains the relationship between the parent and child custom element records. When building the sync mapping record, select the fields for the unique ID and the parent unique ID within the custom element.

CCAPI Configuration

1. Each custom element to be synchronized must have be setup through in the CCAPI on the destination site.
2. The following steps for the CCAPI Configuration will setup the CCAPI for the Sync Test custom element.