XPM - Manual Sync

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

1. Login to Nimbus
2. Select Admin from the menu bar
3. Select AutoMate
4. Click the Manual Sync button
5. Click the Import button
6. When the Progress changes to Complete, click the Cancel button
7. Any changes made in XPM will now be available within Nimbus

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