The integration between XPM / WorkflowMax and Nimbus, is updated automatically every 10 minutes. This means that if you make a change to either a Client or a Contact in XPM, you will at the most, have to wait 10 minutes for the changes to flow through into Nimbus.

If you do not want to wait, you can perform a Manual Sync.

Note: you will require Nimbus Admin access to be able to perform this task.

Step-by-step guide

Login to Nimbus
Select Admin from the menu bar
Select AutoMate
Click the Manual Sync button
Click the Import button
When the Progress changes to Complete, click the Cancel button
Any changes made in XPM will now be available within Nimbus

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