Plan

Understanding Plans

The Plan is the core functional component within "Trades to Sheets".
Its purpose is to define and manage the automated workflow for synchronizing data from your "Source Connector" (input) to your "Destination Connector" (output).

Managing Plans

Naming: You can rename a plan by entering a new name in the text field and clicking "Save".
Activation: To enable data synchronization, you must ensure the plan is Active. Inactive plans will not run scheduled synchronization jobs.
Deletion: Plans can be deleted from the main plan list management view.
Monitoring: Use the "View Logs" button to check the execution history, status, and any errors related to past sync attempts.