> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cxconnect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync Engine

> Seamlessly synchronize data between your CRM and cxconnect.ai services

## Overview

The **cxconnect.ai Sync Engine** enables automated, bidirectional data synchronization between your customer relationship management (CRM) system and our backend services. This ensures your customer interaction dataincluding conversations, tickets, cases, and messagesis always up-to-date and accessible for AI-powered insights and analytics.

## Key Features

* **Automated Data Synchronization**: Continuously sync customer interactions from your CRM to cxconnect.ai
* **Multi-Platform Support**: Pre-built connectors for major CRM and customer service platforms
* **Real-Time Updates**: Incremental syncing ensures only new or modified data is transferred
* **Scalable Architecture**: Handles high-volume data transfers with built-in rate limiting and retry logic
* **Secure Authentication**: Industry-standard OAuth 2.0, API tokens, and JWT bearer flows

## Supported Connectors

The Sync Engine supports the following CRM and customer service platforms:

<CardGroup cols={2}>
  <Card title="Genesys Cloud" icon="cloud" href="/get-started/products/sync/connectors/genesys">
    Sync users, conversations, and recordings from Genesys Cloud
  </Card>

  <Card title="Salesforce" icon="salesforce" href="/get-started/products/sync/connectors/salesforce">
    Sync cases and conversation data from Salesforce Service Cloud
  </Card>

  <Card title="Zendesk" icon="ticket" href="/get-started/products/sync/connectors/zendesk">
    Sync tickets, comments, and conversation logs from Zendesk Support
  </Card>

  <Card title="Intercom" icon="messages" href="/get-started/products/sync/connectors/intercom">
    Sync conversations and message threads from Intercom
  </Card>

  <Card title="Gorgias" icon="headset" href="/get-started/products/sync/connectors/gorgias">
    Sync tickets and messages from Gorgias helpdesk
  </Card>
</CardGroup>

## How It Works

### 1. Connector Configuration

Each connector is configured with platform-specific credentials and settings:

* **API Credentials**: Access tokens, API keys, or OAuth credentials
* **Environment Settings**: Subdomain, region, or instance URL
* **Sync Parameters**: Rate limits, batch sizes, and polling intervals

### 2. Data Streams

Connectors define one or more data streams representing different data types:

* **Primary Streams**: Top-level entities (e.g., tickets, conversations, cases)
* **Child Streams**: Related entities (e.g., messages, comments, conversation parts)
* **Batch Operations**: Efficient handling of bulk data exports

### 3. Incremental Synchronization

The sync engine maintains state for each stream to enable incremental updates:

* **Cursor-Based Pagination**: Track position in large result sets
* **Time-Based Filtering**: Sync only records modified since last sync
* **State Persistence**: Resume syncing from the last successful point

### 4. Data Transformation

Raw API responses are transformed into a unified format:

* **Field Mapping**: Standardize field names across platforms
* **Data Enrichment**: Combine related records into comprehensive objects
* **Type Normalization**: Ensure consistent data types

## Getting Started

### Prerequisites

Before setting up a sync connector, ensure you have:

1. **Admin Access**: Administrative privileges in your CRM/customer service platform
2. **API Credentials**: Generated API keys, tokens, or OAuth credentials
3. **cxconnect.ai Account**: Access to the cxconnect.ai Admin Portal

### Setup Process

1. **Generate API Credentials** in your source platform (see connector-specific guides)
2. **Configure the Connector** in the cxconnect.ai Admin Portal
3. **Validate the Connection** to ensure credentials are correct
4. **Initiate Sync** to begin data synchronization
5. **Monitor Progress** through the Admin Portal dashboard

## Best Practices

### Security

* **Rotate Credentials Regularly**: Update API keys and tokens on a scheduled basis in your source platform
* **Use Minimal Permissions**: Grant only the necessary API scopes for data access when creating credentials
* **Secure Storage**: Never commit credentials to version control or share publicly

### Getting Started

* **Test First**: Use a sandbox or test environment before connecting your production system
* **Start Small**: Monitor the initial sync to ensure everything works as expected
* **Contact Support**: Reach out if you have questions during setup - we're here to help

## Troubleshooting

### Common Issues

**Authentication Failures**

* Verify API credentials are correct and not expired
* Check that your account has necessary permissions in the source platform
* Ensure your source platform account is active

**Sync Issues**

* Check your source platform's API service status page
* Verify you have available API quota in your source platform
* Contact support if sync has been running for over 24 hours

**Missing Data**

* Ensure the data exists in your source platform
* Check that your account has permission to access the data
* Contact support if data consistently appears to be missing

## Support

For technical assistance with the Sync Engine:

* **Email**: [help@cxconnect.ai](mailto:help@cxconnect.ai)
* **Documentation**: Connector-specific guides available in the sidebar
* **Admin Portal**: Access logs and sync status dashboards

***

[*The Sync Engine is continuously updated with new connectors and features. Check our changelog for the latest updates.*](/changelog/overview)