Understanding Lifecycle Manager data syncing

Lifecycle Manager keeps your data current by syncing it from your connected integrations. Data updates in two stages: syncing, which pulls the data in, and processing, which prepares it to display in the app. This article explains how each stage works, so you know what to expect and how to get the most current data when you need it.

How syncing works

Lifecycle Manager syncs all your data types together in a single sync. This includes, for example, hardware, software, contacts, contracts, tickets, time entries, and Microsoft 365 (M365) and other SaaS usage data.

How Lifecycle Manager creates a client

Lifecycle Manager creates a client when it syncs at least one of the following from a connected integration:

• Hardware assets
• Software assets
• Contacts
• Security Awareness Training (SAT) data
• Endpoint Detection and Response (EDR) data
• Customer Satisfaction (CSAT) data

Lifecycle Manager recognizes clients as the same entity across your integrations only when their names match exactly.

If a client's name differs between your PSA and RMM, for example, Lifecycle Manager identifies each one as a separate client and creates a record for each unique name.

You can merge clients manually in Lifecycle Manager.

See: Merging and renaming Clients

How often syncs run

Syncs run automatically every 24 hours. This works through a queue. The queue typically starts overnight, though it can extend into the morning or afternoon depending on various factors.We don't commit to an exact daily sync time.

How long syncs take

Sync speed varies and depends on a few factors:

• Rate limits: Each integration partner sets limits to protect their own systems, which can affect how quickly we can pull your data.
• Data volume: How much data we pull depends on the integration. PSAs typically have the largest data volume, followed by RMMs and then documentation tools. Other integrations tend to sync relatively quickly.
• Incremental syncing: Integrations that support incremental syncing only pull data that's changed since the last sync. This makes later syncs much faster than the first one. Integrations that don't support incremental syncing pull your full data set every time, which takes longer.

Checking your sync status

To check your sync status, click Integrations in the top navigation bar of ScalePad Hub. The integration center shows a high-level sync status for each of your integrated tools, and integrations with errors appear under Failing Integrations.

For more detail, click the overflow menu (three dots) beside an integration to see its sync logs.

Triggering a manual sync

If something changes in your integration and you want the latest data sooner, you can trigger a manual sync:

1. Click Integrations in the top navigation bar of the ScalePad Hub.
2. Click the name of the integration you want to sync.
3. Scroll down and click Save and sync now.

You can trigger up to three manual syncs per rolling 24-hour period for each integration. Manual syncs are prioritized in the sync queue, so they run faster than automatic syncs.

How processing works

Once a sync completes, your data still needs to process before it appears in Lifecycle Manager. How long that takes depends on the data type.

Hardware, software, and contacts

This data appears in Lifecycle Manager immediately once a sync shows complete on the Integrations page.

All other data types

For contracts, tickets, time entries, and M365/SaaS usage data, processing time depends on whether the sync was manual or automatic:

• Manual or initial syncs: Processing can take up to 40 minutes after a sync completes.
• Automatic syncs: Processing runs once a day, so it can take up to 24 hours after a successful automatic sync.

There's no visible processing status in the app for either case, so allow for the full processing window before checking again.

If you rely only on automatic syncs, this data can be up to 24 hours behind what you see in your integration. If you need more current data, we recommend running a manual sync. he sync is prioritized for the fastest possible turnaround.