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Use entitiesToSync to enable optional entities per credential.

Always-Synced vs Opt-In

Rollout has two buckets:
  • Always-synced entities: enabled by default and not disableable.
  • Opt-in entities: only synced when you set them to true.
The always-synced defaults currently include:
  • users, people, transactions
  • offices, appointmentOutcomes, appointmentTypes, emailThreads
  • sources, stages, taskTemplates, timeframes, ponds
Everything else is opt-in (for example tasks, notes, calls, appointments, loans, borrowers, properties, events, documents, etc.).

Enable Opt-In Entities

Pass entitiesToSync into CredentialsManager:
<CredentialsManager entitiesToSync={{ tasks: true, notes: true }} />

Notes

  • Use true for entities you want to enable.
  • false values are not persisted; omit keys you do not want to enable.
  • Only entities supported by a connector are applied for that connector.