Synchronizations

Introduction to Synchronization in PayGlobal

Synchronization in PayGlobal is a powerful feature that enables you to import and export data to and from entity and make-up database tables. This functionality is particularly useful for:

• Mass loading of data during the initial system setup.

• Regular or semi-regular bulk data loading as part of business processes.

Synchronization Records

To ensure successful data import, Synchronization Records serve as a key framework in PayGlobal. You will need to create a synchronization record for each database table involved. These records specify:

• Import File Details: Directory, file name, and file type.

• Configuration Flags: Settings to control the process.

• Populated Database Fields: Database fields that will be filled with the imported data.

• Field Order: The process order of fields based on template data (e.g., column order in a CSV file).

During the implementation phase, data capture templates are available to ensure data is collected in an appropriate format. These templates are typically saved as CSV files, ensuring they are easy to import into PayGlobal.

Exporting Data

Synchronization records can also facilitate the export of data from PayGlobal to various file types. It is recommended to save exported data with a .csv file (comma separated value).

Ensuring Data Integrity

Since synchronization processes do not validate data upon import, it is essential to take the following precautions:

1. Validate Import Files: Thoroughly review data in import files before synchronization.

2. Backup the Database: Always back up the database before starting an import.

3. Test in a Safe Environment: Conduct test runs in a test environment to identify potential issues before applying changes in the live database.

4. Post-synchronization Checks: Perform data integrity checks after synchronization to ensure accuracy.

Important: Synchronizations write directly to the database, which makes these safeguards extremely critical. Backups and testing in a non-live environment help prevent data issues and ensure smooth operations.

Need Assistance?

If you require any help with the setup or have questions about the synchronization process, please consider engaging one of our consultants. They can provide expert guidance and ensure your data management processes are implemented smoothly.

For more detailed information on the synchronization process, refer to help topic 351 in the PayGlobal Manual or refer to our Synchronization Manual available here Synchronization Manual