How to Sync Households in Asset-Map to Update Values from an Integration
Keeping the data updated between Asset-Map and your integration is important for you and your client. To ensure that the latest information is reflected, you need to sync households using the 'Sync Household' functionality within Asset-Map. This guide will explain how to perform the sync and provide resources for further assistance.
Steps to Sync Values from your Integration to Asset-Map
To synchronize the most up-to-date values from your integration:
Access the Asset-Map of the desired household.
Right-click on an empty area within the Asset-Map to open the action menu.
Hover over the “Integrations” option within the menu.
Click on “Sync integration.”
This will initiate a data sync for the selected household, bringing over the most recent values from the integration.
Alternatively, access the Household Summary page and click the Sync icon next to your enabled integration, found on the Integrations panel.
Additional Guidance
For further options on how to sync a household or address potential issues, please refer to the "Synchronization Options" section in your provided resources. This section includes a comprehensive overview of methods and troubleshooting steps.
Key Notes
Deactivating or reactivating the integration is not necessary for syncing individual households.
Using the 'Sync Household' option ensures that updated values from your integration are incorporated into Asset-Map efficiently.
This streamlined process helps maintain seamlessly updated data across both platforms.
7/2025