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When setting up your sync, you will come across two configuration options: automatic and manual. This article gives a quick breakdown of both types of sync configuration.

Table of contents 

Where do I see the two configuration types?

When setting up a sync, you may notice that we group the configuration into two categories:

  1. Automatically configured sync
  2. Manually configured sync

You will see this grouping for both sync types - Bookkeeping syncs and Administration sync.

What is an automatically configured sync?

  • In an automatically configured sync, all you need to do is log in to your bookkeeping system.
  • Once you are logged in, the system takes care of the rest - no additional information is needed.

What is a manually configured sync?

  • For a manually configured sync, the process is a bit more involved. In this case, you need to provide some extra details, such as a database URL, an API key, or a token.
  • This additional information makes sure the sync can be set up securely and correctly.