optiSync acts as a middleman between your source system (database, accounting system etc.) and a target system (CRM systems such as SugarCRM, Pipedrive, Zendesk, and others).
It extracts data, transforms it into the right format and then loads it into the target system in a format that the system understands also known as ETL (Extract, Transform, and Load). It can communicate with a variety of external systems, including databases, RESTful Services, CSV import via FTP and SFTP in near real-time, depending on the systems used.
optiSync ensures that all your systems are communicating with each other, eliminating double entries and potential errors. The synchronisation allows the systems to stay up-to-date with one another. The speed and level of connection depends on the systems in place.
optiSync is designed in house by our developers and customised for a variety of CRM systems. optiSync makes integrations quicker and easier compared to other middleware systems.
Data extraction can be filtered on multiple conditions so that only records that should be synchronized are extracted. optiSync tracks the last time a successful synchronisation occurred, and will only fetch records that have been modified since then.
Mapping of source fields to target fields and translation of email addresses.
Target records can be matched on multiple conditions, and can be created and/or updated (upset). If more complex matching is required, optiSync can be extended with customised code.
optiSync can be configured to only write out values that are currently empty in the target system. I.e. if the target already has a value it will not overwrite it.
optiSync can also link the additional records with other modules or DB tables, using the same powerful matching rules for finding target records.
optiSync can map multiple outputs to one input, so the data is only extracted once.
optiSync has flexible scheduling. Synchronisations can be scheduled to import updates every minute, or to perform a complete synchronisation every night.
With its flexible matching rules, optiSync can also be used to find duplicate records and mark them as de-duplication candidates.
