Manage Integration Schedules Settings

This is where you can set any available strategy for the integration to run on a schedule. Some integrations will pre-populate the most common schedules in use, while others do not. Please navigate to the information page of your integration to find out which options are available to you for.

Edit the Schedule

To edit the frequency of the schedule (Schedule Type), the times in which the schedule will run (Days of week & Time(s) of Day), or the Delta type of the strategy (Full vs. Incremental) click on the pencil icon for the strategy in question.

Apply Filters to the Schedule

Filters will limit which plans will be processed and brought over to the other program. If a filter is to be used, the field being filtered MUST be mapped in the Field Mappings section.

Look at Logs for the Schedule

One way to see the logs of the scheduled strategies is to click on the log icon.

Execute the Schedule Early

If you wish to run the strategy ad hoc, click on the lightning icon and then click execute.

Delete the Schedule

To delete the strategy from running on a schedule, click on the trash icon.