Synchronizing BI data

To ensure that ad hoc reporting is accurate after the upgrade, manually synchronize NexJ CRM with the BI data sources.

In NexJ Admin Console, on the Synchronization screen, send a snapshot of all the links for the BI target by clicking the Send snapshot to the external system (All links) button , located on top of the Targets area.

Warning: A full snapshot synchronization might be resource-intensive and take a long time to complete. Consider scheduling it during a planned downtime. Alternatively, you can send snapshots for specific links if you know which tables have new or changed columns. To send a snapshot of just one of the links, select the link in the Links area below the Targets area, and click the Send snapshot to the external system (Selected link only) button , located on top of the Links area. Repeat for other links if required.