How to Manually Sync Metrics from Your Integration
This guide explains how to pull metric data from your connected integration into ShareWillow.
Before You Begin
To sync metrics, you need an active integration connected. ShareWillow supports:
ServiceTitan
Housecall Pro
Service Fusion
Syncing a Metric
From the dashboard, click Metrics in the left sidebar
Click on the metric you want to sync
Click the Sync Data button
Select the time periods you want to sync (weekly, monthly, quarterly, etc.)
Click Sync
You'll see a confirmation message: "Metric sync started"
Sync Status
Each metric shows its current sync status:
π’ Synced β Data is up to date
π‘ Pending Sync β Sync is queued
π΅ Syncing β Sync is in progress
π΄ Sync Error β Something went wrong
You can also see when the metric was last synced.
Rate Limiting
To prevent overloading the system, there's a 2-minute cooldown between syncs for each metric. If you try to sync again too soon, you'll see an alert asking you to wait.
Selecting Time Periods
When you click Sync Data, you'll see a list of available time periods based on your metric's configuration:
Weekly β Select specific weeks by date range
Monthly β Select specific months
Quarterly β Select Q1, Q2, Q3, or Q4
You can select multiple periods at once. The button will show how many periods you're syncing (e.g., "Sync 3 period(s)").
Need Help?
If you're experiencing sync errors or your data isn't appearing correctly, contact our support team.
