Settings and team management
Sync and reconcile the CRM
Choose what Prospero syncs, start a sync, and verify record counts.
Saving the sync policy does not start a sync. It controls later Sync now runs.
Save the sync policy
Open Settings, then select Integrations.
Open Sync configuration.
Choose whether to include contacts and deals.
Set the industry, market, platform, chain, booking, and delete options needed by your team.
Select Save sync configuration.
Run and verify the sync
Select Sync now.
Follow the pull, push, and Verifying record counts phases.
Select Verify sync accuracy.
Confirm Prospero and CRM record counts match.
If records fail, select Retry failed. If counts do not match, select Recheck after the provider finishes processing. Use Cancel sync only when the current sync should stop.