We sync with your practice management system automatically on a schedule. If you've just made changes in your PMS and want them reflected in Fixed Price Dental immediately, you can trigger a manual sync.
What you'll need
- An admin account at this practice.
- A connected integration.
Steps
- Go to Setup → Integration.
- On the integration row, click the Sync button (the refresh icon).
- A confirmation dialog appears: "Sync Integration — This will trigger a manual sync of your integration with your practice management system. While we automatically sync periodically, this is useful when you've made changes in your PMS that need immediate reflection."
- Click Sync Now. You'll see a success toast confirming the sync was triggered.
Tips & things to watch for
- The sync runs in the background — depending on the size of your data, it may take a moment for changes to appear.
- Common reasons to trigger a manual sync:
- You added a new practitioner in your PMS and want to link them in Fixed Price Dental immediately.
- You added a new appointment type in your PMS and need it available for mapping.
- You believe your data is out of date and want to refresh.
- Manual sync is safe — it can't damage your data. It just asks us to fetch the latest from your PMS.
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