Data Sync Overview
How data synchronization works across all JobsiteOn integrations, including sync directions, conflict resolution, and monitoring.
How data synchronization works across all JobsiteOn integrations, including sync directions, conflict resolution, and monitoring.
This guide provides a high-level overview of how data synchronization works across all JobsiteOn integrations. Understanding the sync architecture helps you predict behavior and troubleshoot issues.
Integrations use one of three sync patterns:
| Pattern | Description | Example |
|---|---|---|
| One-way push | JobsiteOn sends data to the integration | Invoices to QB |
| One-way pull | The integration sends data to JobsiteOn | Calendar events |
| Bi-directional | Data flows both ways | Contacts and payments with QB |
Screenshot: A diagram showing three sync patterns with arrows: one-way push, one-way pull, and bi-directional between JobsiteOn and external systems.
When two systems sync, JobsiteOn links each record to its match in the other system. For QuickBooks:
Once linked, a change reaches the other system in the directions that kind of record syncs. For QuickBooks, invoice edits made in QuickBooks don't come back to JobsiteOn, and edits to a pricebook item that's already in QuickBooks aren't sent from JobsiteOn. A payment follows the system it came from: one that came in from QuickBooks isn't sent back, and one JobsiteOn sent, or linked with Same payment, doesn't change in JobsiteOn when someone edits it in QuickBooks.
When the same QuickBooks contact is changed in both systems between syncs, the most recent change wins. JobsiteOn doesn't keep a copy of the version that lost. For invoices, JobsiteOn keeps its own version, and your next edit in JobsiteOn replaces the QuickBooks one. For pricebook items, see Sync Pricebook with QuickBooks. When a payment may have been recorded in both systems, JobsiteOn doesn't pick one. It asks you on the sync errors page to choose Same payment or Different payments, and the QuickBooks page shows a banner while the question is open.
Animation: A split-screen showing a contact edited in JobsiteOn at 2:00 PM and the same contact edited in QuickBooks at 2:30 PM, with the QuickBooks version winning.
| Integration | Push frequency | Pull frequency |
|---|---|---|
| QuickBooks | Every 2 minutes | As changes happen, plus a backup check |
| Calendar | Real-time | Every 15 min |
| Zapier | Real-time | N/A (triggers) |
| API/Webhooks | N/A | N/A (on-demand) |
/settings/marketplace/quickbooks/manage/errors, which lists the open
ones unless you check Show resolved. JobsiteOn doesn't email you
about them.Tip: Think of bi-directional sync as a conversation between two systems. Keep one system as the primary source of truth for each data type to avoid conflicts.
Note: There's no setting for how often QuickBooks syncs. See QuickBooks Sync Schedule. For other integrations, see that integration's guide.
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