Manually Updating and Synchronizing Your Data
 
Available in Counterpoint V7 Windows & Linux Only.


Click here for Counterpoint V7 WINDOWS instructions

Click here for Counterpoint V7 LINUX instructions




Counterpoint V7 Windows Instructions:

During the installation of the Integration Agent, if you DID NOT Enable Automatic Updating; here is how to synchronize your data manually.


In Counterpoint, navigate to System / CustomerConnect.  You can choose to:

Update data - manually synchronizes your data when you select this option

Update configuration - selecting this option allows you to enable automatic updates

Click here, to return to the Installation Instructions - This option is available for those who linked to this article from the Installation article and have not completed the installation yet.



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Counterpoint V7 Linux Instructions:
To update your data manually, log into Counterpoint and navigate to System / CustomerConnect. You can choose to:

Update data - manually synchronizes your data when you select this option

Update configuration - selecting this option allows you to change or keep the configuration for Counterpoint Company, User Id, and time of Update. When updating your configuration, if you choose to change the scheduled time, note that two jobs will be scheduled for the next day. 
For example: If you originally have a job scheduled for 2:00 am and change it to 4:00 am, using the update configuration option, tomorrow morning there will be two jobs one at 2:00 am and another at 4:00 am.  The following days the job will be at 4:00 am only. 


Click here, to return to the Installation Instructions - This option is available for those who linked to this article from the Installation article and have not completed the installation yet.

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