Running a Manual Data Sync in Greet

Overview

Greet pulls registration data from Certain automatically on a scheduled basis.

Sometimes you need data right now.

A last-minute registrant may arrive.

A session update may occur.

A discrepancy may require resolution before the doors open.

The Data Sync page lets you trigger an immediate sync.

The Data Sync page lets you adjust sync frequency.

The Data Sync page lets you freeze inbound data.

The Data Sync page lets you push check-in status back to Certain.

Navigating to Data Sync

From the Account Dashboard, click the event you want to sync.

On the event's Overview page, click Data Sync in the left sidebar.

At the top of the page, you will see the connected account name.

The page also shows an All entities synced timestamp.

The timestamp shows when Greet last successfully pulled data for this event.

Sync Frequency

The Sync Frequency card shows how often Greet automatically pulls data for this event.

The default setting, Use account default, follows Greet's adaptive sync schedule.

The adaptive sync schedule runs every 5 to 15 minutes before the event start date.

The adaptive sync schedule runs every minute once the event day arrives.

If you need a different cadence for a specific event, use the dropdown to override the account default.

Triggering a Manual Sync

The page has three sync cards: Attendees, Sessions, and Session Registrations.

Each card shows the last sync time, the total record count, an enable toggle, and a Sync Now button.

Click Sync Now on the relevant card to pull the latest data from Certain immediately.

The card briefly shows that a sync is in progress.

The card updates the Last sync timestamp when the pull is complete.

Each card also has an enable toggle.

If your event doesn't use sessions or session registrations, turn those off to skip unnecessary API calls.

Turning off unused cards keeps sync focused on attendee data.

Sync Settings

Scroll down past the sync cards to find two additional controls.

Freeze Inbound Sync

Freeze Inbound Sync temporarily stops Greet from pulling new data from Certain.

Turn this on if you've locked down the attendee list.

Locked down attendee lists prevent last-minute records from coming in before the event.

Realtime Sync (Check-in Updates)

Realtime Sync (Check-in Updates) runs in the opposite direction.

Realtime Sync pushes check-in status changes from Greet back to Certain as soon as attendees arrive.

Realtime Sync is on by default.

Realtime Sync keeps Certain registration data current with what is happening at the kiosk.

Admin Actions

The Admin Actions section has a single button: Resync Check-ins.

Clicking Resync Check-ins pushes every checked-in status from Greet back to the connected Certain account.

Use Resync Check-ins if Realtime Sync was turned off during the event.

Use Resync Check-ins if you need to reconcile data after the event closes.

Connection Details

Expanding the Connection Details section shows the integration metadata Greet is using for this event.

The section includes the Account Code.

The Account Code is the parent Certain account.

The section also includes the Event Code.

The Event Code is the unique Certain event identifier.

The Event Code is what to share with Certain Support when filing a ticket about sync issues. The Event Code is how Certain's team locates the same event on their end. The section also lists the API endpoints Greet calls to pull data from Certain. The API endpoints let your technical team copy and test the endpoints directly.

A Few Things to Know

Triggered a sync but a record didn't appear?

Greet only syncs records that carry the correct tag in Certain.

Greet only syncs records that have a completed registration status.

Check both conditions in Certain before triggering another sync.

Realtime Sync was off mid-event?

Use Resync Check-ins in Admin Actions.

Resync Check-ins pushes all checked-in statuses back to Certain at once.

For a detailed walkthrough of How to Run a Manual Data Sync, please see the training video below: