When setting up a Data Source, you can schedule when updates should be checked for and applied. With Sync Rules, you can narrow this down to specific conditional rules.
Before setting up the Sync rules, you must have a Data Source available. For instructions on setting up a Data Source for the first time, click here.
To create Sync Rules, hover over a Data Source and click ‘Edit’, then go to ‘Sync rules’ and click ‘Add’.
In this menu, you will have different settings for your Sync Rules. You can have up to 100 rules for a single Data Source to handle different import scenarios based on different criteria.
To avoid issues, please ensure that each rule has a unique configuration.
Rule Settings
Rule Name: This is a required field.
Workspace: You can select the Workspace from the drop-down list.
Enable/Disable: When you disable the Sync Rule, the rule will be 'paused' for this specific rule.
Job Name: You will be able to use the existing tokens to create the job name.
Slice Jobs
You can choose the frequency and scope of job creation. If the job already exists in the system, products that match the criteria rule will be imported into the selected job.
You can configure this as: Daily, Weekly, Monthly, Quarterly, or Annual Jobs.
Slice Job by Product Property:
If selected, you will need to define the specific Product Property. Creative Force now supports slicing Jobs by up to three unique Product Properties. This results in unique job codes based on combinations like:
Job Code: SP24 (Season S24, Collection Type SP, Product Line Accessories)
Slice Job by New or Existing Job: For existing jobs, you will need to select the job from a list. This list does not contain jobs created by auto-syncs.
Notes on Slice Settings:
The Workspace’s timezone settings will determine the timeline for the Job slice.
If the Data Source schedule is set to Monthly and the Job Slice schedule is Daily, Creative Force will create only one job each time the Data Source is synced, in this example, once a month.
If the Job code is blank, CF will use the Job name as the Job code. The maximum number of characters for the Job code is 64 characters.
If the Job name already exists in the system, we will add the Date-Time as a postfix to that Job name and use it as the Job code.
Sync Scope
New Products: New sync rule settings will be applied to all future imports, leaving existing Products unchanged.
All Products: Apply the new sync rule settings to existing products in the Data Source, including any delta files if applicable. After this, you can manually update existing products with the new settings by selecting 'Update from Data Source.'
Note:
Applying rule changes to a large data source or one with a significant number of delta files may result in longer sync times.
Sync Settings
You can set up Import settings to be applied to your Products and Samples. This is the same as the Job import settings found here.
Criteria
Here, you can set up conditional rules to define how Job Syncs handle your Products. Criteria can be set based on various Product Properties. Products that match the established rule will be imported to your Job.