Automatic synchronisation

Synchronisation time

By default automatic synchronisation of the data from ERPLY are automatically synchronised once a day, but it can also be configured for every 10 minutes or every hour, for example. 

To set this up, type “Automatic ERPLY sync rules” in the search box on the main page.

 

Automatic synchronisation

In the opened module, press the “+ Add” button and add to the new line:

  • Name – define yourself;
  • Currently Active? – set to “Yes”;
  • Alignment – Set the time. The calculation takes place according to Irish time and the synchronising takes place 2 hours later according to Estonian time (1 hour during daylight saving time). If you set a time for 23:00, the syncing will take place at 01:00 AM.

After entering the data, press the “Save” button.

You can also add several different rows with different times to this module.

What is synced?

Each following sync will transfer to ERPLY Books ALL CHANGES made to ERPLY transactions in the warehouse since the last sync:

additions – for example, you add a new invoice or receipt;

changes – for example, you change an existing invoice or receipt;

deletions – for example, you delete a previous receipt.

 

Example. If you change a transaction from an earlier period, you do not have to re-sync the previous period in full. For example, if you change your 01.03.2020 account in ERPLY today, you do not need to resynchronise the entire period from 01.03.2020, but the next synchronisation will reflect the 01.03.2020 transaction change in ERPLY Books.

If you do not want changes from the previous period to be synced to Books, you can lock your data in Books. To do this, go to “Settings” > “Configuration” > “Period Locked to” and set the date. This is necessary, for example, if you have finished the previous financial year and no longer want to reflect changes made in ERPLY POS or Inventory.