The Northstar ERP syncs all its lists data through a scheduled sync. However, if you would like to perform an ad-hoc sync outside of the schedule, you could do this by following these steps:
- In Northstar, navigate to the Administration module > Jobs > Exportable Jobs.
- Select the following jobs:
a. Beanworks - GLAccounts
b. Beanworks - Projects
c. Beanworks - Terms
d. Beanworks - Vendors
- Then, click on "Execute Now".
4. In the Administration module, go to Jobs > FTP Jobs.
5. Select the Beanworks FTP job and click Execute Now. Your screen will look similar to the screenshot but with different list.
6. Please wait 5 to 10 minutes to wait for the file to complete its transfer - depending on the time of the day, the amount of activity can slow down these file transfers.