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Mike Jones

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Articles

Recent activity by Mike Jones

  • Merge Studio Overview

    Merge Studio provides an automatic method for deduplicating entity records. Your configuration will allow you to determine what records are considered duplicates, identify which record will be the ...

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  • Deleting Entity Records in Data Studio

    This article will help you understand how to delete entity records in Data Studio.Delete individual recordsAn individual record can be deleted in Data Studio. To delete an individual record, hover ...

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  • Audit History for Entity Records

    Reviewing the transaction history on each record in Data Studio is possible by accessing the record's Audit History. Audit History will display all transactions that occurred for a given record.  W...

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  • Zoho CRM Setup

    The Zoho CRM Synapse enables data synchronization between Zoho CRM objects and Syncari entities using the Zoho API. After the Synapse is Authenticated, a user can Activate the Zoho CRM Synapse, whi...

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  • BigQuery Setup

    The BigQuery Synapse enables data synchronization between the BigQuery schema and Syncari entities using the Google API. After the Synapse is authenticated, a user can activate the BigQuery Synapse...

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  • Lead to Account Workflow

    A workflow to convert a lead to an account can be accomplished using advanced functions in your lead pipeline. This article will provide information on creating a workflow to automatically convert ...

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  • Amazon S3 Setup

    The Amazon S3 Synapse enables data synchronization between your Amazon S3 bucket and Syncari entities. The primary use case for using Amazon S3 as a Synapse is to read/write data from/to a csv file...

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  • Pardot Setup

    The Pardot Synapse enables data synchronization between Pardot standard objects and Syncari entities using the Pardot API. After the Synapse is Authenticated, a user can Activate the Pardot Synapse...

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  • Round Robin Lead Assignment

    Assigning your Leads to Owners using a Round Robin process is possible with Syncari. This article uses Salesforce as an example CRM. It is possible to apply the same concepts to another synapse if ...

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  • Canvas Navigation and Keyboard Shortcuts

      Canvas NavigationActionHowPanScroll wheel (on a mouse), two-finger drag (trackpad), or hold H to switch to hand toolZoomPinch or scroll wheel with Ctrl/Cmd heldSelectClick a node or edgeMulti-sel...

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