Help & Training

Update/Sync Workflow

The following actions can occur during a sync process. Typically, syncs are scheduled weekly to align with the release of the published dataset, but they can also be triggered on an ad-hoc basis for testing or other specific needs.

• Existing CRM records with IDs will be updated with the latest ISS MarketPro data based on your field mapping and update method.

• Updated records will show as ‘Updated’ in the MarketLink Status field.

• Primary Firm and BD/RA Firm registration associations will be updated per the Customer Onboarding Checklist.

• Incorrect Rep/Firm ID registration combinations retain existing Company associations but may include the creation of primary a Company in accordance with the Customer Onboarding Checklist.

• NOTE When a Branch office becomes a Headquarter office or vice versa, the integration will not make the switch. This is a feature that will be included in a future update.

• Rep Movement Scenarios

» Movement will occur if this feature was selected on the Customer Onboarding Checklist. The integration creates (if necessary) and associates the Rep to the appropriate Firm or Branch.