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:

  1. In Northstar, navigate to the Administration module > Jobs > Exportable Jobs.
  2. Select the following jobs:
    a. Beanworks - GLAccounts
    b. Beanworks - Projects
    c. Beanworks - Terms
    d. Beanworks - Vendors
  3. 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.

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