Information for new customers

Registration and Installation

Syncler is a cloud-based integration platform that helps customers connect any endpoint. The software supports process automation and helps you improve and maintain the quality of your data. Increase the value of your data by:

• Integrating B2B website trackers to open up new sources of leads
• Enriching existing customer data by integrating commercial data platforms
• Connecting your ERP system to break down data silos
• Creating process automation across systems
• Setting data quality rules according to your data governance policies
  
  

Registration

Start your integration project with a quick registration in the customer portal. Enter your details to gain access to all information and management options. The portal allows you to manage users, change orders and contact support - all in one central location.

Order

Once you have logged in, you will be taken directly to the dashboard of our customer portal. Here you can click on "Request Subscription" and select the desired system combinations you would like to use. There's no such thing as impossible - if an external API is available for the system you want to address, anything is possible with Syncler! We will then send you a personalised quotation and, if you wish, we can discuss your requirements in a demo session.

Implementation

Once you have made your selection, we make Syncler available to you quickly. The customer portal includes an order overview. Single sign-on gives you direct access to the web-based user interface. The full range of configuration options is now available to you on a no-code basis. Learn how to manage the interface here.

Dashboard

You always land on the dashboard first. It gives you all the information you need at a glance. Widgets can be customised in shape and size.  You can also see the core components of the solution in the main menu:

Systems: Depending on your licence, you can see the systems that are connected here.

Syncs: You use the syncs to define tasks and processes to be implemented.

Reports: The reports are real-time data queries.

DQM: The DQM module allows you to process data based on rules to ensure your data quality.

Configuration

You can access the configuration menu of your Syncler installation via the gearwheel icon in the context menu at the top right.

Here you have access to settings and parameters, which are explained below.

Administrator email addresses
Multiple email addresses can be stored, separated by a semicolon. If no other addresses are defined here or in the process, all emails will be sent to these addresses. Automatic emails include:

• Emails about errors during the execution of synchronisation or reports
• Daily status email when the process is running
• Daily warning report when the process is running. This is only sent if there have been any errors or warnings in the last 24 hours.

Client ID
The Client ID is required to access the API for authentication. It is specified as the Client ID when a token is requested.

Client Key
The Client Key is required to access the API for authentication. It is provided as a client secret when a token is requested.

Separate email addresses for error messages
All error message emails are sent to these email addresses. These emails are sent when the error occurs.

Separate email addresses for status reports
The daily status email is sent to these email addresses

Sender name
You can define an individual sender name for emails from Syncler

Logging level for process events
You can set a logging level for process execution. Depending on this, fewer or more logs are generated and stored during execution. This also affects the message output of the process. Debug messages are usually only displayed in the message output and are not stored in the logs. With the backup memory, Syncler can save and restore the state in the target system before each change to a target dataset. These backups are stored in your database and older entries are also removed during maintenance. The backups can also be viewed to track changes. This data increases the storage requirements of the database.

Saving dataset copies in the logs
Syncler can store a copy of the source dataset, including transformations, for each log entry, provided the output has a dataset reference. This copy can be viewed through the logs to track changes. This data will increase database storage requirements.

Saving data sets in the data mapping
Syncler can store a copy of the source dataset including the transformations for each data mapping. This copy is automatically updated with each synchronisation and represents the last known state of the source. In the event of a conflict, this data can be used to transfer only the changes in the source and not the differences between source and target. This is a conflict handling option.

Database size
This is your current database size. The total size when you purchase Syncler is 10 GB with the option to scale. The synchronisation and any existing auxiliary databases are added for the calculation.

Transaction rate
This is your current transaction rate. Reading a record and writing a record is counted as one transaction. If a record requires multiple reads for technical reasons, only one transaction is counted. If the write operation does not need to be performed because no changes have been detected, no transaction is counted.

Mail merge rate
This is your current mail merge quota. This includes direct creation via API call. Each execution is counted, regardless of the number of records.

Maximum database size
Once the maximum database size is reached, no more processes can be run. If an attempt is made to start a process, an error message is generated and sent.

Language
The language used to display information and output messages and logs.

 

Do you need help?
Please do not hesitate to contact us:

Phone: +49 351 89 67 11-0