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15116: Syncing Portals (DAS)


Portal

Drake Accounting®: How do I sync my Portal with Drake Accounting®?


Drake Accounting® and Portals must be kept synchronized so that no one is seeing old information. Because Drake Accounting® is the hub of all payroll activity, those using DAS must accept or invoke this synchronization (or “sync”). In order to add a new client to the portal, once they have been created in DAS, choose to manually sync (steps below) and this will add the client to the portal. Otherwise, the client will be added the next time that the portal is automatically synced. 


You have the option to either automatically or manually sync the portal.

Manual

To manually sync records, complete the following:

  1. Make the client you want to sync to and from Portals the active client.
  2. Go to Firm > Portal Setup.
  3. Make sure Manually Sync is selected.
  4. Select a Syncing Conflict Priority.
  5. Click Sync Now.
  6. A message displays saying "The syncing process has successfully finished."
  7. Click OK.

Automatic 

To automatically sync records, complete the following:

  1. Make the client you want to sync to Portals the active client.
  2. Go to Firm > Portal Setup.
  3. Select Automatically Sync
  4. Choose to either have Drake Accounting® automatically sync on Client Switch or On Exit.
  5. Select a Syncing Conflict Priority.
  6. Click Save.

Syncing Conflict priorities 

  • Time-based- The window will sync either Drake Accounting® or the Portal depending on which application was used last.
  • Drake Accounting - Drake Accounting® will be synced first.
  • Portal - The Portal will be synced first.

Additional options on Portal Setup

  • Save will save the Sync settings and conflict priority you have selected on the Portal Setup screen.
  • Sync Now will sync the current Active Client.
  • Force Sync will override all of your portal data with DAS data.
  • Exit will exit Portal Setup.

Access Portal is a link that will allow you to go straight to the Portal.

For additional information on the Portal Payroll process, please see Related Links below. 

​The Drake Accounting Portals Guide is available on the support website under Support > Documents > Manuals.


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