> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getsteerco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a sync

> Choose the tables to sync, map their fields to Steerco records, and choose how each sync runs.

After you connect a sync integration, choose what to sync and where each field goes in Steerco.

## Open the sync settings

<Steps>
  <Step title="Open the connector">
    Click **Settings**, then **Integrations**. Click the connector's card, click **Manage**, then click **Manage sync settings**.
  </Step>

  <Step title="Open the mapping">
    Click the **Configure Mapping** tab. It has three steps: **Tables**, **Mapping**, and **Advanced**.
  </Step>
</Steps>

Some connectors offer a recommended setup. If you see **Default Mapping Available**, click **Apply Default Mapping** to use it. To choose everything yourself, click **Set up manually**. To change a default mapping later, click **Customize Mapping**.

## Choose tables

<Steps>
  <Step title="Open the Tables step">
    Click **Tables**. The **Available Tables** list shows every table Steerco found in the tool.
  </Step>

  <Step title="Select tables">
    Select the tables you want, then click the right arrow to move them to **Selected Tables**.
  </Step>

  <Step title="Save">
    Click **Save** in the bar at the bottom of the page.
  </Step>
</Steps>

If a table or field is missing, click **Refresh Available Fields** to look for it again.

## Map fields to Steerco records

<Steps>
  <Step title="Pick a record type">
    Click **Mapping**. In the left list, click a record type under **Objects** or **Activities**.
  </Step>

  <Step title="Add a table">
    Click **Add table**, then choose the tool's table that holds those records.
  </Step>

  <Step title="Map each field">
    For each Steerco field, choose the tool's field in the **Source field** column. Fill in every field under **Required**.
  </Step>

  <Step title="Save">
    Click **Save** in the bar at the bottom of the page.
  </Step>
</Steps>

To see real values while you map, run [Source samples](/integrations/source-samples).

To sync a table that has no matching record type, click **Custom Objects** in the left list and create a custom object.

The **Advanced** step is optional. Use it to add **Transforms** and **Filters** to the synced data.

## Choose how a sync runs

Steerco offers these sync methods and modes:

* **Incremental Sync:** Pulls only the records that changed since the last sync. Use it for routine syncs.
* **Full Sync:** Pulls every record again from the start. Use it after you change the mapping, or to repair missing data.
* **Preview mode:** Sends later syncs to a preview database instead of your workspace. Turn it on to check the data before it reaches your records.

To run either sync method, see [Schedule syncs](/integrations/sync-schedule). To turn on **Preview mode**, open the more actions menu on the manage page and switch it on. You can't change it while a sync runs.

When you create a custom object, choose its **Sync Strategy**. You can't change it later.

* **Full Replace:** Replaces all synced data on each sync. Pick it when the source has no unique ID.
* **Append Only:** Adds records and never updates them. Pick it for event or log data.
* **Upsert:** Updates records that match by ID and adds the rest. Pick it when each source row has a unique ID.

## Review matched users and accounts

After a sync brings in users or accounts, the **Review Mapping** tab appears. Use it to check and correct how the tool's users and accounts match their Steerco counterparts.