Sync Schedules

Sync schedules in Sortment control how often data is refreshed from your data warehouse for journey-related use cases. This ensures your segmentation, personalization, and analytics remain accurately available across all communications.

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5.1 Overview

• Sync Schedules are available under Workspace Settings → Sync Schedules

• They define the frequency and time when user properties are automatically synced from integrated data sources.

• You can choose between Daily, Weekly, or Monthly syncs, and configure the exact time and date.

• The system time zone is displayed (e.g., IST UTC+05:30), ensuring clarity across teams.

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5.2 How to Modify a Sync Schedule

1. Go to Workspace Settings → Sync Schedules

2. Click Edit next to “User Properties Sync”

3. In the pop-up:

   • Select frequency: Daily, Weekly, or Monthly

   • Choose specific day (if applicable)

   • Set the desired time

4. Click Save to apply the schedule

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5.3 Best Practices

• Align sync times with your data warehouse refreshes (e.g., after daily ETL jobs complete)

• Avoid scheduling during peak business hours to minimize API load or warehouse strain