Training Day

Sync Engine

Building a comprehensive synchronization system between FileMaker and QBO.

SimepleLedger already has a synce egnine built in. We are going to explore it and add our Employee sync to it.

  1. Polls FileMaker for records that need to be sent to QBO
  2. Polls QBO for records that have changed and need to be updated in FileMaker

Key Concepts

  • Bidirectional synchronization flow
  • Scheduling and automation considerations
  • Error handling and retry mechanisms

Sequencing Considerations

The order of operations in a bidirectional sync is important. You may want to do it differently for different entities, depending on the nature of the data and the needs of your business. This is what we'll

  1. Send new records to QBO
  2. Then, push FileMaker changes to QBO
  3. Update sync status and prepare for the next cycle

Dashboard and Management Console

You must have a dashboard and management console to oversee the sync process. Errors will happen. They will interrupt or stop the sync process. You need to know about them and be able to fix them.

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