Compatibility, Limitations and Troubleshooting

General

  • Mapping of objects, fields, and update direction is currently not configurable
  • Initiating a sync always creates a new mirror Project/Workspace. You cannot push tasks into a previously existing Project or Workspace
  • Errors and failures in the push/sync process are currently not reflected in real-time in the interface. The account admin will be notified about all errors in a daily email digest.

Pushing Projects from Clarizen One

  • Supported Projects (that can be pushed from Clarizen One): Leaf Projects only (sub-Projects and sub-Tasks are currently not supported)
  • Pushing a Project from Clarizen One to Clarizen Go is a 1-time action. Any tasks added to the Project in Clarizen One after the initial push will not be added to Workspace in Clarizen Go (no continuous intake)
  • Objects and fields that are not pushed from Clarizen One to Clarizen Go:
    • Attachments
    • Discussions
    • Project-level fields (Project type, Project customer, Project dates, etc.)
    • Any objects related to the project (customers, cases, to-dos, etc.)

Syncing Workspaces in Clarizen Go with Clarizen One:

  • Supported Workspaces: A synced Workspace in Clarizen Go can contain:
    1. Up to 500 tasks that are not assigned to a Milestone
    2. Up to 500 tasks assigned to each of the Milestones
  • Option to pause / disconnect the sync - is possible from Clarizen Go only: if disconnected and reconnected, the sync will only take changes made 1 day back. It will not update all changes made in Clarizen Go during the time the sync was turned off.
  • Actions made in Clarizen Go (such as edit or create a task, create a new project) will be reported in Clarizen One on behalf of the Clarizen Go account admin.
  • Clarizen One validation rules apply to updates from Clarizen Go: if an update from Clarizen Go doesn’t comply with a rule set in Clarizen One, the update will fail.

Troubleshooting

View and troubleshoot sync errors that occurred in the sync process between Clarizen One and Clarizen Go. In Account Settings, open the Sync with Clarizen One tab to view the errors and their descriptions.

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