AutoSync

Key New Features

  • Connect to on-premises Oracle and SQL Server data sources.
  • New supported endpoints: Microsoft Dynamics 365 for Sales, SFTP, and Zendesk.
  • Option to track deleted Salesforce records.

New Features

  • Using a self-managed Snaplex, connect to on-premises data sources for Microsoft SQL Server and Oracle. An Org admin must add execute permissions for the fastdataloader@snaplogic.com user in the Project space of the self-managed Snaplex.
  • Integration sources:
    • Microsoft Dynamics 365 for Sales: AutoSync can load and reload or insert new records and update changes (upsert). When using upsert, only select tables with primary keys for synchronization.
    • SFTP: AutoSync supports load and reload of CSV and JSON files.
    • Zendesk CRM: AutoSync supports the following synchronization types:
      • For Redshift and Snowflake, load and reload, insert new and changed records (upsert), or synchronize and track history with SCD2.
      • For SAP-DWC, load and reload or insert new and changed records (upsert).
      • For Google BigQuery and Databricks, load and reload.
  • For Salesforce: AutoSync can track deleted records by adding an IsDeleted column to the destination. On the first load, AutoSync adds previously deleted records to the destination with a value of True in the IsDeleted column. On synchronization, AutoSync inserts True in the IsDeleted column for records deleted since the last load or synchronization. To enable this behavior, select the Include deleted records checkbox when creating or editing an integration.

Changes in Behavior

  • Amazon S3: Before the January release, when loading from an Amazon S3 bucket, AutoSync used the exact file name for the table it created in the destination, such as accounts.csv or customers.json. Some destinations do not support table names that include periods. Now, AutoSync replaces the period with an underscore. For example, to upload a file named accounts.csv, AutoSync creates a table named accounts_csv.
  • Coupa: Before the January release, AutoSync required an API key to create a new connection configuration. Now, a new Coupa connection configuration uses OAuth 2.0 for authentication.

Known Issues

  • The AutoSync dashboard includes integrations created by you. It can display up to 100 integrations.
  • SFTP: Data loaded from SFTP converts to strings in the destination.
  • Microsoft Dynamics 365 for Sales: To use Insert new and update changed for synchronization, you should only choose tables with primary keys.
  • Zendesk:
    • If you do not have a Zendesk Suite Enterprise account, an error occurs if you try to synchronize the audit_log object.
    • If you do not enable the voice feature, you cannot synchronize the following objects:
      • line
      • greeting
      • greeting_category
      • ivr
      • call
      • call_leg
    • The upsert and SCD2 synchronization types cannot track changes for the line, greeting, greeting_category, address, and ivr objects because Zendesk does not provide time stamps for them.