Scheduling a Contact Synchronization

Schedule daily or weekly contact synchronizations to ensure that the ConstructionSuite database always has the most up-to-date information for all of your resources.

Schedule a contact synchronization

  1. On the main interface, open ContactSync by going to Data > Sync > ContactSync. The QuickSync form will open.

  2. Set schedule frequency using the options under Schedule a Sync.

No Scheduled Syncs means that you must perform manual synchronizations.

Sync once a day will activate the Time drop-down menu, enabling you to select a time of day to synchronize. Choose a time from the menu.

Sync once a week will activate both the Time and Day drop-down menus, enabling you to select a time of day and day of the week. Use both drop-down menus to set your preference.

  1. If you have not already done so, select your other synchronization preferences. See Defining Contact Synchronization Preferences in the previous section for more information.

  1. Click Save. The synchronization will occur on the next schedule date or time.