Home > SI 2017 Documentation > User Guide > Mobile Quote > Syncing iPad® with SI Server

Syncing iPad® with SI Server

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Details

 

There are two primary synchronization functions between the iPad and your SI 2017 Server: Catalog and Quotes.

Catalog

 

To sync your SI 2017 Catalog with your Mobile Quote app, click the menu icon:

 

 

Then click the Sync with SI 2013 link.

 

Note: The current Mobile Quote App still references "SIX", "SIX 2013", and "SIX 2013 R2" throughout. No worries, Mobile Quote works seamlessly with SI 2017.

 

sync data with six 2013 screen 3.png

 

Then click the Sync Data link:

 

sync data link.PNG

 

In addition to your Catalog, your Mobile Quote Settings from SI 2017 will also synchronize during this process.

Quotes

 

To synchronize a Mobile Quote with SI 2017, click the Sync with SI 2013 link within the app:

 

sycn with six 2013 from ipad.jpg

 

Then click the Send Quote link on any Mobile Quotes you want to send to SI 2017:

 

sync data with six 2013 screen.jpg

 

You will then get a prompt asking whether or not you want to delete the Mobile Quote from the app:

 

sync data with six 2013 screen confirmation.jpg

Last modified
16:21, 25 Jan 2017

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