🏠 Overview › 👥 User Roles ›📖 Trigger On-Demand Member Data Synchronization

Trigger On-Demand Member Data Synchronization

The member sync status widget includes a 'Sync Now' action that initiates an immediate sync for the selected integration (Cornerstone or Consio). The sync runs asynchronously and the widget shows real-time progress feedback. Upon completion, the widget updates to show the new last-sync timestamp, records affected, and any errors encountered. Consecutive manual syncs within a short window are rate-limited to prevent API abuse. Organization Administrators can trigger sync for their own organization; Global Administrators can trigger sync for any organization.

MEDIUM story-member-system-integration-global-admin-004 2 pts
2
Story Points
Medium
Priority
Member System Integration
Feature

User Story

As a administrator
I want to manually trigger an immediate full or delta sync for a specific member system integration outside of the scheduled sync window
So that So that I can force an update after known bulk changes in the external system (e.g., after a membership renewal campaign or organizational restructuring) without waiting for the nightly scheduled run

Acceptance Criteria

  • Given a configured integration, when I click 'Sync Now', then a sync job is queued immediately and the widget shows a loading/progress state
  • Given a sync is in progress, when I view the widget, then I see a spinner with the number of records processed so far and an estimated completion indicator
  • Given the sync completes successfully, when the job finishes, then the widget refreshes to show the updated last-sync timestamp and total records synced
  • Given I trigger a manual sync within 5 minutes of the previous manual sync, when I click 'Sync Now', then I see a rate-limiting message indicating when the next manual trigger is available
  • Given a manual sync encounters errors, when the job finishes, then the widget shows the error count and a link to the error details alongside records that did sync successfully

Business Value

Scheduled nightly syncs are insufficient when an organization performs a large bulk update in their member system (e.g., renewing memberships after an event or restructuring local associations). On-demand sync eliminates the up-to-24-hour lag in those scenarios, ensuring that peer mentors and coordinators have correct access and that activity reporting reflects current membership without waiting for the next scheduled run.

Components

Member System Integration
Related Feature
Global Administrator
User Role