How_customers_records_sync_between_Caselle_and_the_portal_

How customers records sync between Caselle and the portal?

 

Version

2025.08



Overview 

Community Connect Portal stays up to date by syncing records directly from Caselle, which acts as the system of record. This sync ensures that account information, balances, and charges shown in the portal reflect what’s in Caselle.

 

 

Instructions

 

Caselle is the source of truth

All official records—such as owners or residents, accounts, charges, and balances—are created and maintained in Caselle (Desktop Applications and Hosted Solution).

The portal does not replace Caselle or allow direct edits to these core records.

 

How syncing works

On a regular schedule, the portal syncs data from Caselle to keep information current.

During a sync:

  • Updated records in Caselle are pulled into the portal
  • New charges, balances, and account changes appear in the portal
  • Existing portal data is refreshed to match Caselle

This process happens automatically.

 

What typically syncs

Common records that sync include:

  • Account and resident information
  • Charges, dues, and assessments
  • Account balances and payment status

The exact data available depends on your city's configuration.

 

What doesn’t sync from the portal

The portal does not push changes back to Caselle.

That means:

  • Editing information in the portal won’t update Caselle
  • Corrections must be made in Caselle first
  • The portal will reflect those changes after the next sync

 

Timing and delays

Most updates appear in the portal shortly after they’re saved in Caselle. In some cases, there may be a short delay between when a change is made and when it appears in the portal.

If you don’t see an expected update:

  • Allow time for the next sync
  • Confirm the change was saved correctly in Caselle

 

Good to know

  • Caselle controls what data is available to the portal
  • The portal displays synced data but doesn’t manage it
  • Sync timing can vary by community setup

 

 

 

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