Manually Synchronizing Contacts to an End User List

When the contact database is updated due to the hierarchy and contents being uploaded in Hierarchy Management, or due to synchronization of data from a survey the database is linked to, the end user list will be synchronized and updated automatically. In the event the contact database is updated "manually", without going through the hierarchy or a survey, you can also manually trigger a synchronization of the contacts to the end user list.

1. In the hub, go to Contacts in the toolbar and open the contact database you wish to synchronize with the user list.

2. In the contact database, go to Settings towards the right side of the page and select Create end users from contacts.

3. The Create end users from contacts overlay opens. Note that the overlay now includes details of the end user list it is linked to and when it was last synced, and the Sync now button.


Figure 1 - The Create end users from contacts overlay

4. Click the Sync now button.

The contact database is synchronized to the end user list. Any changes that have been made to the contacts in the database outside of a hierarchy import will now be included in the end user list.

Note that you can set the synchronization to be performed automatically whenever the hierarchy is uploaded by setting Synchronization active to ON. The manual sync operation will then be performed as a "one-off" operation in addition to the automatic syncs triggered by hierarchy uploads. If you want the end user list to be synchronized only when triggered manually, set Synchronization active to OFF (and save any changes).