How to Perform Initial Synchronization

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Set up the Synchronization credentials

1. Tap main_menu to open the Main Menu.
 
2. Tap General Settings.

    • General Settings screen opens.

Synchronization credentials on General settings screen

 

3. Tap Sync URL.

    • Dialog window opens.

 

4. Type in the URL of your endpoint and tap OK.

 
NOTE:

    • If only one user is using the application or you don’t want to type in the username and password every time the app is used, continue to Steps 5 through 8.
     
    • If you tend to change your username and password frequently, you can leave these fields blank and specify them on Sync screen before each synchronization.

 

5. Tap Username.

    • Dialog window opens.

 

6. Type in your username and tap OK.
 

7. Tap Password.

    • Dialog window opens.

 

8. Type in your password and tap OK.

 

Perform the Initial synchronization

1. Tap main_menu to open the Main Menu.
 
2. Tap Sync.

    Synchronization screen opens.
     
    • Your username and password is displayed in the Sync credentials section of the Sync screen.

sync screen

 
3. Tap sync_icon to start the synchronization process.

    • The process takes from a several seconds to a few minutes, depending on the number of entities needed to be synced.
     
    • Once the synchronization has finished a notification informs you about it.

 
4. Tap OK.