# Synchronization Configuration

Settings in the Synchronization section of the CRM Configuration screen. Controls the shared background synchronisation process used by every link to an external system (MS Exchange, LegalSense, Aderant, and similar integrations), and the CSV file-drop synchronisation folders.

# Configuration Reference

# Interval

How often the background sync process runs for every configured external-system link.

  • Format: HH:mm:ss
  • Default: 00:00:20

# MaxNumberOfRecords

Maximum number of records processed by the synchronisation service in one batch.

  • Allowed values: a positive number
  • Default: 30

# ReSyncFailedRecordsAfterXDays

A record whose synchronisation failed is retried again after this many days.

  • Allowed values: a number of days, or 0 to disable retrying
  • Default: 7

# ShowExportFailedDateInSynchronizableRecordWindow

Shows the export-failed date on the record's synchronisation window.

  • Allowed values: true, false
  • Default: false

# DirOutput

Folder where CSV synchronisation output files are written, relative to the application's install folder.

  • Allowed values: a folder path
  • Default: ..\Sync\Output

# DirInput

Folder where CSV synchronisation input files are picked up from, relative to the application's install folder.

  • Allowed values: a folder path
  • Default: ..\Sync\Input

# DirComplete

Folder where successfully processed CSV synchronisation files are moved to, relative to the application's install folder.

  • Allowed values: a folder path
  • Default: ..\Sync\Complete

# DirError

Folder where CSV synchronisation files that failed to process are moved to, relative to the application's install folder.

  • Allowed values: a folder path
  • Default: ..\Sync\Error

# DirectoryInterval

How often, in milliseconds, the CSV synchronisation folders are checked for new files.

  • Allowed values: a number of milliseconds
  • Default: 500

# Delimiter

Field delimiter character used in CSV synchronisation files.

  • Allowed values: a single character
  • Default: ,

# Quote

Quote character used in CSV synchronisation files.

  • Allowed values: a single character
  • Default: "

# LineFeed

Placeholder text used in a CSV synchronisation file to represent a line break within a field value.

  • Allowed values: a text placeholder
  • Default: #CRLF#

# OutlookFaxPrefix

Prefix added in front of a fax number when it is synchronised to Outlook.

  • Allowed values: a text prefix
  • Default: empty

# OutlookSyncInternalInformation

Synchronises internal-only information (not just the fields normally shared with a contact's own Outlook entry).

  • Allowed values: true, false
  • Default: false

# OutlookSyncBirthDate

Synchronises a person's birth date to Outlook.

  • Allowed values: true, false
  • Default: false

# OutlookShowFolderSpecification

Shows the Outlook folder specification on a synchronised record.

  • Allowed values: true, false
  • Default: false

# Applications

Names of external-system applications currently registered with the synchronisation service. Not edited directly — each integration module registers its own application name when its synchronisation is enabled.

  • Allowed values: one or more application names
  • Default: none
Last Updated: 9/8/2026, 2:26:35 PM