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For the purpose of this article, we will refer to Data Sync settings that do not allow a downstream organization to edit synced settings as strict relationships, while we’ll refer to the other as flexible relationships. Depending on which of the 3 flags are turned on, the data sync wo

What kind of Settings can I sync?

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  • Project Phase Settings: Equipment Settings, Adders, Default Costs, and Estimated Installation Dates

  • Usage Phase Settings: Persona Inventory and Utility Rate Escalation

  • Organization Settings: Organization Logo and Licences Licenses (note that this is only applicable to new organization invites).

  • Proposal Settings: Expiration Dates, Comparable Values, and Proposal Email

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