FAQ: How often is dimension data updated from my ERP?
The frequency at which dimension data (like Accounts, Departments, Suppliers, Items, etc.) is updated in Zudello from your connected ERP system depends on the specific configuration of your integration workflows.
There isn't a single answer, as it's customisable, but common schedules include:
- Nightly: This is a very common frequency. Zudello runs a synchronisation process overnight (outside of peak business hours) to pull any new or updated dimension records from the ERP into Zudello. Changes made in the ERP today would typically appear in Zudello tomorrow morning.
- Hourly: Some integrations, especially for more dynamic data or critical dimensions, might be configured to sync every hour or every few hours.
- Near Real-time (Less Common for Dimensions): While possible with certain ERPs and integration tools (using webhooks), near real-time syncing for dimension data is less common than for transactional data due to the lower frequency of changes.
- Manual Trigger: Administrators or Zudello staff might have the ability to manually trigger a dimension sync on demand, although this isn't standard user functionality.
Factors Influencing Frequency:
- ERP Capabilities: Does the ERP's API support efficient delta updates (only sending changes) or require full data pulls? Does it support webhooks for real-time events?
- Integration Platform: The capabilities and scheduling options of the integration tool being used (e.g., Workato, Celigo, Zudello's native integrations).
- Data Volume: Syncing very large dimension lists frequently can impact performance.
- Business Needs: How critical is it for new dimensions created in the ERP to be immediately available in Zudello?
How to Find Out:
The best way to know the exact sync frequency for your specific dimensions is to ask your organisation administrator or your Zudello implementation partner/support contact. They can check the configuration of the integration workflows.
What it Means for Users:
If you create a new Account, Department, Supplier, etc., in your ERP system, be aware that it might take up to 24 hours (for nightly syncs) or potentially less (for hourly syncs) before that new option appears in the dropdown lists within Zudello. Plan accordingly when setting up new codes needed for immediate transaction processing.