How do I update membership data if GetQuorum is integrated with our Community Management Software?
Learn how to manage owner information when using ownership integration syncs to ensure data accuracy for your Meeting.
When using an active ownership integration, GetQuorum automatically synchronizes your records to ensure your ownership data remains current. This article explains the correct workflow for updating owner information to prevent data loss.
Updating Ownership Records
To maintain a single source of truth, all modifications to owner profiles, contact information, or unit details must occur within your primary management software.
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Log in to your source system
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Locate the specific owner or unit record.
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Perform the necessary updates or edits and ensure the change has been saved
Note: Changes sync to GetQuorum automatically within 24 hours.
Important Restrictions
If an active integration is enabled, do not make manual updates directly within the GetQuorum platform.
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Automatic Overwrites: Any changes made directly in GetQuorum will be overwritten by the next scheduled sync from Vantaca or Caliber.
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Sync Frequency: If you do not see your changes reflected immediately, allow a full 24-hour cycle for the systems to communicate.
Common Questions
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Can I manually add a single owner to GetQuorum if I'm in a hurry? No. To ensure the owner is recognized in future syncs and to prevent the record from being deleted or reverted, you must add them to your source system first.
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What if the data hasn't updated after 24 hours? Please contact support to verify the integration connection status.