This is where you can set any available strategy for the integration to run on a schedule. Some integrations will pre-populate the most common schedules in use, while others do not. Please navigate to the information page of your integration to find out which options are available to you for.
To edit a strategy, click on the Pencil Icon to open the Edit Strategy window. From here you can:
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Enable or Disable a strategy from being scheduled.
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Set the Schedule Type: Hourly, Daily, Monthly, or None.
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Days of Week the strategy will be executed.
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The Times of Day the strategy will be scheduled to begin.
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The Time Zone the strategy would trigger at.
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The Delta Type: Full sync, or Incremental sync.
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Deltas Range will determine how an incremental sync will grab data.
Filters will limit which plans will be processed and brought over to the other program. If a filter is to be used, the field being filtered MUST be mapped in the Field Mappings section.
One way to see the logs of the scheduled strategies is to click on the log icon.
If you wish to run the strategy at-will, click on the lightning icon, and then click execute.If desired, the strategy can be run against a single item (also known as an event). Click on the lightning icon, and within the text box, add the Item Id, and then click execute. Please note that events do not follow the same filters as a scheduled strategy.
To remove the strategy from the Schedules list, click on the Trash Icon. This will not delete the strategy from the integration. To re-add the strategy to the Schedules list, click on Add Schedule.
Click on Add Schedule, to choose what strategy is desired to add to the list. From here the strategy settings can be set and click Save.
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