Put field data to work instantly using Sync & Save

Sync & Save is our powerful integration tool. It allows you to pull your data from the doForms cloud and push it to your database. Plus, you can bring data back into your legacy systems quickly and seamlessly. Two-way data sharing has never been easier.

Data Management

New or modified data are automatically updated wirelessly on each mobile device, ensuring each employee has the most current customer, product or price data. Automate regular data uploads. doForms makes accessing data simple with conditional lookups that filter data sets based on other data in your form.

Integrated Price Books

Make sure your pricing is always up-to-date and in the hands of all of your customer-facing employees. Changing a price updates every mobile device automatically.

Sync & Save integrates with these databases:

  • Microsoft Access
  • Microsoft SQL Server
  • MySQL
  • Oracle
  • Sage 50 (formerly Peachtree Accounting)/Sage 100 ERP
  • Sybase ASE

… with these applications:

  • doForms Dispatch
  • doForms Custom Reports (Excel or PDF)
  • Evernote
  • Google Sheets (spreadsheets)
  • Method CRM
  • Microsoft Excel
  • Microsoft SharePoint (2010 and 2013)
  • ODBC Compliant Databases (includes databases listed plus IBM DB2, PostgreSQL, etc.)
  • QuickBooks (Desktop & Online)
  • Salesforce.com
  • SMS (Clickatell)
  • Text Files (CSV/Delimited/Fixed Width/XML)

…and with these cloud storage applications:

  • Box
  • Dropbox
  • Google Drive

Plans and Pricing

Features include:
  • Flexible export format configuration using drag-and-drop
  • Output directly to databases, accounting packages, CRMs, sales systems and more
  • Download media files (pictures, videos, audio clips, signatures, sketches)
  • Automatically upload lookup table data and dispatch forms to users based on Access, Microsoft SQL, MySQL, Oracle, SharePoint, or ODBC sources
  • Schedule when jobs run
  • Dispatch forms to users based on Access, Microsoft SQL, MySQL, Oracle, and ODBC sources
  • Keep your system up-to-date even if edits are made to a form after it is submitted

Watch the webinar