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Set a schedule so Steerco syncs a tool in the background, or run a sync yourself.

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Set a schedule

1

Open the schedule

On the connector’s manage page, click the Schedule tab.
2

Turn on auto-sync

Turn on the switch. The label changes to Auto-sync enabled.
3

Choose a frequency

Under Frequency, click Hourly, Daily, Weekly, or Custom.
4

Choose the time

For Daily, set the Time. For Weekly, set the Day and Time. For Custom, choose an Interval from every 2 to every 12 hours.
5

Save

Check the summary line, then click Save in the bar at the bottom of the page.
Times use your local time zone. To stop scheduled syncs, turn off the switch and save.

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Limit how far back a sync goes

Under Sync window, click Choose date and pick a start date. Every sync, scheduled or manual, then pulls data from that date forward. Click Save to keep it.

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Run a sync now

On the manage page, click Sync Now. It runs an Incremental Sync. To run a Full Sync instead, click the arrow next to Sync Now, then click Full Sync. For the difference, see Set up a sync. The button reads Syncing… until the sync finishes. You can’t start another sync while one runs.

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Check the last run

The status badge next to the tool’s name shows the latest sync’s status, such as Sync Started, Completed, or Failed. After a sync completes, the page shows Last synced and the date. For every run, click the Jobs tab. Each row shows the Type, Sync Type, Status, Started time, Duration, and Records. Click a row to see its details and any message. To stop a running sync, click the stop button on its row, then click Stop Job.