Available Sync Period values:

• Sync transactions from the beginning of the current month

• Sync transactions from the beginning of the previous month (default in new and existing connections)

• Sync transactions from the beginning of the month before last

• Sync transactions from 1 day ago

• Sync transactions from 7 days ago

• Sync transactions from 15 days ago

• Sync transactions from 30 days ago

• Sync transactions from 90 days ago

• Sync transactions from the enable date

How it works

• If the Sync Period is set to any value other than "from the enable date":
  A dynamic date is calculated based on the selected option.

  • If the Enable Date is not set, only transactions with arecord_date greater than or equal to the calculated date will be synced.

  • Example: If the sync period is "beginning of the previous month" and the Enable Date is empty, only transactions with record_date >= 2025-03-01 will be synced.

• If both Sync Period and Enable Date are set:
  The sync task uses the most recent (maximum) of the two dates.

  • Example: If the Sync Period is "beginning of the previous month" and the Enable Date is 2025-03-15, only transactions with record_date >= 2025-03-15 will be synced.

• If the Sync Period is set to "from the enable date":
  Only the Enable Date is used to determine the filter start date.

  • This replicates the previous behavior in production.

  • If the Enable Date is empty, all transactions will be considered for syncing.

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