Sync Plan

In this guide: The Sync Plan is the engine of your automation. Learn how to create, name, and monitor automated workflows that bridge the gap between your brokerage data and Google Sheets.

Understanding Sync Plan

The Sync 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 Sync Plan

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.