This guide covers turning on automatic sync for a connection, and what needs to be in place first.
Once automatic sync is on, Support Fusion runs the sync every 5 minutes, so tickets, comments, and status changes carry across without anyone triggering a run.
Prerequisites
A completed initial manual sync for the connection, with your test results looking right. See Testing your sync.
A payment method set up, so the account can be billed for automatic sync.
Step 1: Confirm the connection is ready
Automatic sync can only be enabled once a connection has synced manually at least once, so check its status first. On the Sync page, the connection should show Ready for automatic sync. If it still shows Initial sync required, run a manual sync and confirm the result before continuing.
Step 2: Add a payment method
Automatic sync is a billed feature, so a valid payment method has to be in place before it will turn on. Add one on the Billing page.
Note: The organisation that enables automatic sync for a connection becomes the billing company for that relationship. Whichever side turns it on is the one billed for that connection's syncing.
Step 3: Turn on automatic sync
With the connection ready and billing in place, enable it. On the Sync page, switch on automatic sync for the connection. Each connection is enabled separately, so repeat this for every connection you want running automatically.
Once on, the connection's status shows it's running, and Support Fusion syncs it every 5 minutes from then on.
Important: If you enable automatic sync without a payment method in place, it won't run. Add a payment method on the Billing page to resolve this.
Next steps
Keep an eye on the first automatic runs in the sync history, and watch overall health on the Dashboard. If a run reports an error, see Troubleshooting.