| User Roles |  Admin | ✗Staff contributor | ✗External Contributor | ✗Pulse user |
When setting up your sync, you’ll encounter two configuration options: automatic and manual. Here’s a quick breakdown of both types of sync configurations.
When setting up a sync, you may notice that we group the configuration into two categories:
- Automatically configured sync
- Manually configured sync
Bookkeeping syncs
Administration sync
The difference between these two types is simple and can be explained as follows:
Automatically Configured Sync
- In an automatically configured sync, all that's required is for you to log in to your bookkeeping system.
- Once logged in, the system automatically takes care of the rest—no additional information is needed.
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 ensures that the sync can be set up securely and correctly.