What are sync credits?
When you set up connections in your Visor workbook, it’s possible to pull and push data to Connected Apps like Jira, Salesforce, HubSpot, and more. Sync credits measure the amount of data being transferred.
When you run an import in Visor, each cell pulled into Visor that matches your query counts as a sync credit.
What does this look like?
Let's say your query is for all Jira Issues with status "To Do". You run an import. Visor asks Jira "what Issues do you have with status 'To Do'?" Since Visor is not only asking for NEW Issues but also EXISTING Issues that match this query, any existing Issues in your Visor workbook that match this query will also be charged sync credits as Visor is checking from new information on a cell-by-cell basis from your Connected App. However, let's say you updated two statuses for Issues you have in Visor to status "Done". Because these Issues no longer match the query, even if they exist in your Visor workbook, you will not be charged sync credits for them and they will not be updated.
When you run a sync, each cell pushed and each cell pulled counts as a sync credit. Only cells with changes to push from Visor count as sync credits.
What does this look like?
Let's say I have a workbook in Visor with 10 Issues (or rows) in it. I have updated the Assignee on three of these rows and made no other changes. When I click "Sync," Visor will first charge me 3 sync credits to push the changes I made to my Connected App. Then, Visor will charge me as many sync credits as there are rows by columns (also known cells) because Visor is checking my Connected App to see if any changes have been made. Syncs will NOT pull in new Issues because syncs do not check the import query upon operation.
When you refresh fields, Visor records one sync credit per record type refreshed.
Queries, Searches, and Lookups
When you run an operation to find records in a connected app from a Visor, each call counts as a sync credit. Searches happen in the connection field when you’re looking up records by name in a Connected App. Searches also happen in other parts of Visor, such as when editing a Jira Assignee field or a Salesforce field of type “reference.” Queries happen when you configure or preview import counts or results. Keep in mind that copy-pasting certain values will also require sync credits if the destination field requires a lookup before setting the value.
What happens when I run out of sync credits?
When your workspace runs out of sync credits, any running syncs or imports will complete fully. However, you will not be able to start certain actions that require sync credits. These include actions like importing, syncing, refreshing fields, or running queries.
You will not be responsible for overage charges if a running operation exceeds your workspace’s sync credit limit.
You will retain full access to all your data, and you can continue working in the workbook. That includes making changes in Visor to connected data.
When your monthly usage cycle resets again, your workspace will get a fresh allocation of sync credits. You can then run any operations that were blocked when no credits were available.
You can also upgrade your plan or purchase booster packs.
If you are on the Visor Free plan, we recommend upgrading to Visor Pro. If you have a Visor Pro workspace, you can consider whether an upgrade to Visor Ultimate or purchasing individual booster packs is a better option. Visor Ultimate workspaces can simply purchase additional booster packs.
How many sync credits am I using?
Visor provides multiple ways to explore your sync credit usage.
See your current workspace usage and usage cycle reset date
Visit the Plan & Usage page in your Visor workspace. Towards the bottom, you’ll see a section showing your usage of monthly sync credits. It’ll also indicate when your usage resets.
Review individual activities that required sync credits
For certain activities that require sync credits, you can review their usage from the “Activity” page of the Connection modal within the relevant workbook. Open the workbook you’d like to analyze, and then click the “Connections” button in the top toolbar. From there, navigate to the “Activity” page for the connection of interest. Once that list loads, you’ll see recent actions and their associated sync credit usage.
How can I maximize the impact of my sync credits?
We want you to get the most out of your current monthly sync credit allocation. Here are some tips to make the most of your credits.
- Carefully manage your import settings to ensure that your workbooks only contain linked records you care about.
- Review your connected fields for each connection, and remove from Visor any connected fields you don’t need. Be sure to review your hidden fields, too. (Hiding a field from a specific view does not stop it from syncing or using sync credits).
- Consider using the Table & Gantt view to select specific records to sync. To do this, highlight cells in the rows you want to sync, and then right-click on the highlight. Select the option to sync those specific records.
- Review your workbook filter settings to be aware of all the records in a workbook. Records that are filtered out from a certain view will still be included when a workbook sync begins.
What should I do next?
No action is immediately necessary. You can continue using Visor as normal. You can check on your sync credit utilization against the allotment of your plan. You’ll receive clear messaging in the product if you are approaching your limit.