This article includes definitions for:
- Sync Credit
- Linked Record
- Connected App
- Two-Way Sync
- One-Way Sync
Integration refers to the relationship between Visor and a connected app that is authorized to sync with Visor. Users are able to integrate multiple connected apps to their workspace. Examples of available app integrations include Jira, Salesforce, HubSpot.
To see which Integrations are active, visit: https://app.visor.us/settings/integrations
A Sync is an operation that allows users to update their data in both a Visor workbook and a connected app. A Sync may be used to update existing records, import new ones, and/or refresh the field configuration.
Visor's Syncing is smart. As a user makes changes to their workbook, Visor keeps track of which pieces of data were changed. When it comes time for a Sync, Visor pushes only the changed data (in technical terms, the delta) to the connected app — and nothing else.
Next, Visor pulls down the freshest data from the connected app. In arranging Visor's Syncs in this specific order (push first, then pull), Visor is able to double-check that the changes it just pushed were pushed properly. Visor compares the most recent value in the connected app with the value that it receives when pulling from the connected app.
In the event that any differing values are found, a warning message appears in the workbook. Visor most often finds differing values if the connected app changes minor formattings like capitalization or spacing.
A Sync Credit is our unit of measuring your usage within Visor. The following count as Sync Credits:
- 1 credit per cell changed & pushed to another app
- 1 credit per Record (row) imported or linked
- 1 credit per pull per Record (either during a sync or when a synced field is added and needs to be filled with data)
- 1 credit per Field Refresh, per record type
- 1 credit per search run to a connected app
When records are linked to Visor, the connected fields will be automatically filled with the relevant data for that linked record. For example, let's say a user links a Jira issue. Any of the connected fields related to that connection will be populated with the data from Jira. Any changes a user makes in Visor will be staged, and eventually synced back to Jira. (see section on syncing)
Currently, Visor supports Linking Records by searching for external records by name. For example, users can search Visor for Jira issues by name. They can also search directly by the issue key if they prefer.
If a record is not already searchable in Salesforce, it will not be compatible with Visor's linking system and cannot be searched in Visor.
An Import is the act of pulling data into Visor from a connected app.
Connected App is a generic term that is used to refer to products like Jira, Salesforce, or HubSpot. It doesn't imply anything about a relationship between one of these apps and Visor. (Meaning, Jira is still considered a Connected App, even if there is no Jira data in a given user's workbook.) The term can also be used to refer to integrations we plan on building in the future (like Asana).
A Connection is the fundamental unit of connectivity between a Visor workbook and data from a connected app. It refers to a connection field and its associated connected fields.
Users don't run a sync with Jira, they run a sync on the Connection. Users may have multiple Connections to a connected app, and they can run a sync on only one specific connection (meaning the connected fields associated with that Connection). It is also possible to run a sync for the entirety of a connected app's Connections, but the smallest possible unit of a sync is the Connection itself.
A Two-Way Sync is a sync that either takes updated information from a connected app and updates the data in Visor, or vice versa.
A One-Way Sync is a Sync that pulls information from a connected app into Visor (and not the other way around).