Two-way data synchronization
Two-way sync is between two platforms (A and B) where data can be changed in either platform.
All remarks for one-way sync also apply to two-way syncs! On top of that, two-way sync requires the below points of attention.
Example two-way sync pattern
Here's a simple example of 2-way sync of Contacts, without deletes:
Avoid endless loops where an update from A to B causes an update from B to A, which causes a new update from A to B etc. This is accomplished by using the
only update when needed rule (see above) so that timestamps of objects are not increased when no changes are needed.
Keep the synchronization intervals as low as possible to reduce the change of conflicts (change made to the same object in A and in B at the same time).
A good practice is to create a
Compare automation that compares all data from A and B, to make sure that the synchronization is working as expected. A compare automation could run e.g. once a day or even once a week because it typically needs to process a high amount of data.
A Compare automation could reveal issues that otherwise go unnoticed, e.g. issues related to a human mistake in the Blend, issues related to timestamps, issues related to the API or Webhooks of one of the platforms, etc.
You can send out an email alert in the Compare automation when issues are detected.
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