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.
The available options for editing a strategy may vary depending on the integration license in use. If
To edit a strategy, click on the strategies Pencil Icon:
General Section
-
Enable or Disable a strategy from being scheduled. Disabling a strategy will prevent the strategy from being triggered at will.
Properties Section
-
Schedule Type: Hourly, Daily, Monthly, or None.
-
Days of Week: Specify which days the strategy will execute.
- If the Schedule Type is set to Monthly, the field Day of Month will appear. Only a single day can be selected.
-
Times of Day: Set the time(s) when the strategy will begin.
- Beginning Feb 7th, 2025: If the Schedule Type is set to Daily, an additional field of Minutes After the Hour will appear. Strategies can be triggered in 15 minute increments.
-
Time Zone: Define the time zone for triggering the strategy.
Deltas Section
-
Delta Type: Select Full sync, or Incremental sync.
-
Deltas Range will determine how an incremental sync will grab data.
Advanced Section
- Power Automate Flow URL: If entered, a Power Automate Flow will be triggered after the strategy completes with a status of Success for Success with Exceptions.
- Automatic Retry: Available only for strategies set to run Daily or Monthly with a single Time(s) of day specified. It works for bulk-processing strategies (i.e. tabular data integrations) but not for itemized strategies (i.e. OnePlanUpdate).
Apply Filters to the Schedule
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. To learn more about filters, please review the Understanding Strategy Filters page.
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.