How does a full refresh work?

It is rare but in certain cases, information between Campaign Monitor and Salesforce can get out of sync. There are two primary reasons this can happen:

1. Campaign Monitor API being unresponsive.
2. Custom code or processes which conflict with our integration.

To re-align the data you need to perform a full sync. A full sync we will first remove the data we have loaded from Campaign Monitor into Salesforce.  Your data is safe in Campaign Monitor and this only affects our custom objects, it does not impact your standard objects i.e. Contacts or Leads. It will then re-import using the latest Campaign Monitor data.

Performing a full sync

1. Go to the General Settings Tab

2. On the top right there is a button called Sync Now next to this there is a dropdown arrow click this and then choose the option to Full Campaign Monitor Sync.

Once clicked a number of jobs will be kicked off to align your data.  This can take some time to complete but you are free to navigate away from the page and use Salesforce normally.  Once the full sync has been completed your data will be aligned to Campaign Monitor.

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