Quick Start

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Summary

Bracket lets you connect CRMs and databases for two-way or one-way syncs. In this guide, we’ll talk through how to get everything connected in a few quick steps.

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1. Prepare your data sources for the sync

The prerequisites for a successful sync are:

1. Both data sources are set up (i.e., Bracket does not host on your behalf)
2. The secondary data source is empty of data.

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2. Create an account on our web app

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3. Enter connection details for each data source

On the web app, you’ll need to enter certain connection details to get syncs running. See below for a summary of what information you’ll need.

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4. Review the fields to be synced and choose sync direction

On this page, you can remove any fields that you do not want synced. While Bracket auto-maps fields based on field names, you can also adjust the mapping as needed.

[{
  "primary": "Id",
  "secondary": "sfid"
},
{
  "primary": "URL",
  "secondary": "url"
},
{
  "primary": "Name",
  "secondary": "full_name"
}]

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5. Name your sync and choose sync frequency.

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6. Initiate sync

When you create your sync, your primary source will automatically seed the secondary source if the secondary source is empty of data.

After that initial seed, to make sure the sync will work as expected, click “Test run,” then refresh the page to see the result of the test.

Then, click “Run once” or toggle the sync to Active to begin the sync. Refresh the page to verify that a sync job has been scheduled.