Synchronizing contact data

Find out how to synchronize your contacts' financial data quickly and effortlessly.

Laylah periodically synchronizes your data sources for new contacts, insurance contracts and investment accounts.

At any time, you can initiate a manual synchronization within your contact records to obtain the most up-to-date data.

Determine the date of the last synchronization

It's not always necessary to launch a manual synchronization in every situation, especially when the last synchronization is recent.

Here's how to find out when the last synchronization was performed.

1. Place your mouse over the Synchronize button without moving it.
2. A tooltip shows the time of the last synchronization, like this:
3. This allows you to determine whether a manual synchronization is required for this contact.

Start synchronization manually

1. Click on the Synchronize button.
2. Select the sources to synchronize and click on the Start button.
3. A progress window appears at bottom right.
4. You can reduce the size of the progress window and continue working by clicking on the reduction button " ⏤ ".
5. You can expand the progress window again by clicking on the "+" enlargement button.