The first sync copies your catalogue, costs, stock, units, customers and price lists, plus your history of quotes, orders, invoices and credits. Later syncs read only the records that changed since the last run. A sync never changes anything in your system, so your system stays exactly as it is.
What the first sync reads
What Elastly can read depends on the system you connect and the permissions its role holds. For a full ERP connection the first sync reads these areas:
- Catalogue
Items, categories, price levels and item prices per level, currency and quantity break.
- Costs
Unit cost for margin and price floors, with the cost basis chosen during discovery.
- Stock and units
Stock levels per location, units of measure and their conversion rates.
- Customers
Accounts, payment terms and any prices agreed per customer and item.
- Quotes
Your quote history, to learn which prices win and which lose.
- Orders, invoices and credits
Your sales history, the signal Elastly learns your pricing from.
- Exchange rates
Conversion rates, so every currency you sell in can be priced.
By default the first sync reads the last 36 months of quotes, orders, invoices and credits. Learning needs at least 3 months of that history.
How long the first sync takes
The first sync is the longest run, because it reads every record once. Its length depends on how many records your system holds and how many requests your system allows at once. Elastly shows progress and time left on the connector page, measured from the pages already read, and never promises a finish time before it has measured one. Elastly limits how many requests it sends at once, so the sync shares your system's capacity with your other integrations.
How later syncs work
After the first sync, each run reads only what changed.
- Changed records
Elastly reads the records whose last modified date is after the previous run, with a short overlap so a record saved during a run is not missed.
- Deleted records
Elastly reads your system's log of deleted records, so a deletion reaches Elastly on the next run.
- Checks and prices
New data feeds the data readiness checks and the prices Elastly computes.
You control the schedule on the connector page under How it syncs:
- How often
Hourly, every 4 hours or daily.
- Sync now
Starts one run of changes at once.
- Stop sync
Stops the current run. Records already synced stay, and scheduled syncs continue.
- Automatic sync
Turn it off to sync only when you select Sync now.
Records Elastly sets aside
A record that fails a value check, such as a cost that is not a number, is set aside with its raw record instead of being loaded. Set-aside records appear in the quarantine list on the Data readiness page, where you can re-import or discard them. The rest of the sync continues.
Worked example: NetSuite records
For NetSuite, each area maps to the records the Elastly role can read:
- Catalogue, costs and stock
Items, with price levels, item locations and units types.
- Customers
Customers and customer item pricing.
- Quotes and orders
Estimates and sales orders, read through Find Transaction.
- Invoices and credits
Invoices, cash sales, credit memos and cash refunds.
NetSuite lists discount, markup, subtotal, description and payment items as transaction lines. They are lines on a document, not products you sell, and they are not priced as products.
If your account keeps markup rules in a custom record, Elastly can read them too and offer them as a starting point for your pricing policy.
Price a quote on top of your ERP
Common questions
Each connection syncs hourly, every 4 hours or daily, set under How often on the connector page. Sync now starts one run at any time, and you can turn automatic sync off.
No. A sync only reads. Elastly writes to your system only through quote write-back, which you authorise separately after a preview.
Each sync also reads the records deleted in your system since the last run, so a deletion reaches Elastly on the next sync.