Automated Synchronization: To Turn On Real-Time Synchronization

In this activity, you will learn how to turn on real-time synchronization for an entity.

Story

Suppose that as an implementation consultant helping SweetLife to set up integration with Shopify, you want to configure continuous synchronization of particular entities. As part of the setup, you need to turn on real-time synchronization of shipments so that they are exported to the Shopify store as soon as they are created or updated in MYOB Advanced.

Process Overview

In this activity, you will turn on real-time synchronization for the Shipment entity on the Entities (BC202000) form so that the system immediately exports the changes in shipments to the Shopify store.

System Preparation

Before you perform the instructions of this activity, do the following:

  1. Make sure that the following prerequisites have been met:
  2. Sign in to an MYOB Advanced instance with the U100 dataset preloaded. You should sign in by using the following credentials:
    • Username: gibbs
    • Password: 123
  3. Sign in to the admin area of the Shopify store as the store administrator in the same browser.

Step: Enabling Real-Time Synchronization for Shipments

Perform the following instructions to enable real-time synchronization for shipments:

  1. Open the Entities (BC2020PL) form.
  2. In the Store Name box of the Selection area, select SweetStore - SP.
  3. In the Entity column of the table, click the Shipment link.

    The system opens the Entities (BC202000) form with the SweetStore - SP store and the Shipment entity selected in the Summary area. Notice that this entity can only be exported to the Shopify store (that is, Sync Direction is set to Export).

  4. In the Real-Time Mode box, select Prepare & Process.

    With this option selected, when the system creates or updates a synchronization record for a shipment as part of real-time synchronization, it will also start processing this synchronization record so that out-of-sync shipment data is saved in the Shopify store.

  5. On the form toolbar, click Start Real-Time Sync.

    Starting real-time synchronization can take a few seconds. After the real-time synchronization is turned on, Real-Time Export is changed from Stopped to Running.

Tip: We recommend that you test the configuration by creating a new shipment for a sales order imported from the SweetStore - SP store to MYOB Advanced, and then reviewing the corresponding shipment in the SweetStore - SP store. If for some reason the changes have not been synchronized, review the corresponding synchronization record on the Sync History (BC301000) form.