Step 6: Set up and Run TimeTrack Data Sync

Use the TimeTrack Data Sync procedure to synchronize data from Dynamics GP and Signature tables to K2A Core. This process creates new records in Core including employees, employee pay codes, service calls, jobs, job cost codes, technician activities, etc.

The information displayed in the scrolling window includes:

• Sync Type: Indicates the type of sync, IncrementalSync or FullSync.

• Process Status: Indicates the status of the sync process.

  • Complete: The synchronization successfully was processed.

  • CompleteWithErrors: The synchronization was not successful. To find out more information, click on the sync type name in the row of the failed synchronization. The Processed Results window shows the error message that was returned.

• Sync Start: Displays the date and time when the last synchronization began.

• Sync End: Displays the date and time when the previous synchronization was completed.

• Process Results: Indicates the status of the synchronization process.

• Integration Sync ID: Displays a unique ID for the integration sync.

Setting up TimeTrack Data Sync

To set up and run the TimeTrack Data Sync:

1. In Signature, go to Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options.

2. In the TimeTrack Setup Options window, from the ribbon bar select Additional > TimeTrack Data Sync.

3. Mark Auto Refresh to automatically refresh the data displayed in the scrolling window.

4. Select the Auto Refresh Interval (in minutes). The default value is 1 minute.

5. Select the appropriate synchronization button. If no data is available to sync, a pop-up message displays "No data changes to sync."

   • Full Sync: The full synchronization creates all the new records in Time. Select if this is the first time you are synchronizing data or if you have used any Move utility (Move Equipment, Move Location, or Move Service Call).
     IMPORTANT: You must perform a full synchronization of your data so that all of the records are created and synchronized with Time. This may take some time depending on the amount of data to be synced. For example, how many service calls, jobs, cost codes, technician activities, pay codes, employees, etc.). 

   • Incremental Sync: The incremental sync is used to synchronize any changes to the data from the previous synchronization. Do not select this option if this is your first time synchronizing with Time. Typically the incremental sync is run automatically from the scheduled tasks that are set up when Sync2Core was installed. See Step 5: Install Sync2Core.

6. You can select the Refresh button to redisplay the data in the scrolling window.

7. Click anywhere on the data row to open the Process Results window that shows the synced data in JSON (JavaScript Object Notation) format for that synchronization instance. For example, if you updated 14 employee records in the TimeTrack Registered Users window so that the employee records will be used in Time, you may see:

   • Entity: Employee

   • Total Processed Entities: 14

   • Total Failed Entities: 0

8. Close the window.

Buttons on This Window

• Incremental Sync: Select to synchronize data that has changed since the previous synchronization. Updates to user-defined fields do not trigger a change that needs to be synchronized.

• Full Sync: Select to synchronize all data. Typically you would run a full synchronization if this is the first time you are syncing data or if you have used a Signature Move utility to move equipment, locations, or service calls.

• Refresh: Select to reload the grid data.

• Update: Mark one or more checkboxes and select to update the marked rows with status, error, and payload information.

• Delete: Mark one or more checkboxes and select to purge the previous sync records for the marked rows.