Run the Initial Data Import

After you specify your data options, you can run the initial data import to confirm the connection and import the first round of data.

To run the initial import:

1. In the Navigation pane, select Utilities > Integrations > Salesforce.
2. Compete one of the following actions:
   • Click Update Now if you need to run the import process immediately. This will kick off the import process immediately but will then resume the import process based on the selected interval. For example, if it is 1pm and you choose Update Now with a 2 hour interval selected, the import process runs at 1:00 p.m. and then again at 3:00 p.m., and every two hours thereafter. Update Now is only enabled when Enable Updates is set to Active.
   • Select Active to run the update at the next scheduled time, which is based on the interval that is specified in the Data Update Options fields. Selecting Active enables the Update Now button. Click this button to run the update immediately.
3. Select Save.