Initializing Vertex Sync

To start using Vertex Sync, you first need to activate a subscription. You can do this by adding Vertex Sync to your shopping cart and following the steps in Proceed with Purchase. If you are a new Sync user, you can begin with a free trial period.

The free trial period does not require any payment information and will automatically deactivate once the trial ends. You can convert the trial into an active subscription by following these instructions.

Create Sync organization

Using Sync requires naming your organization. Choose the organization’s name carefully, as it cannot be changed later. The name will appear in the Sync URL path. Since the organization name is part of the URL path, it must follow the same character restrictions as a web address: use only lowercase letters or numbers. Special characters and spaces are not allowed.

The simplest way to create a Sync organization is during the checkout process, after completing the Contact details and Payment steps. The organization can be created by entering a name into the form and clicking Next.

This step is available during checkout only if the company has no existing Sync organizations.

Another way to create a Sync organization is through the Sync Organizations view. This view can be accessed from the admin tools located on the left-hand side of MyVertex.

In the top right corner, you'll find the Create New button, which opens a dialog for configuring your Sync organization. If the button is disabled, it means you either don't have available Sync licenses or have reached the maximum limit of Sync organizations.

From the dialog, you can register your new Sync organization. Please remember the allowed characters!

A company can have a maximum of 2 Sync organizations.

Navigate to Sync

Existing Sync organizations are listed in the Sync Organizations view. You can navigate directly to Vertex Sync for that specific organization by clicking the Open button.

Another way to navigate to Vertex Sync is through the navigation menu. If you have only one Sync organization, it will be pre-selected, and you will be automatically directed to that organization. If you have more than one Sync organization, you can select your preferred organization from the drop-down menu.

Assign Sync license

Sync licenses can be assigned and unassigned directly from the Sync user interface (refer to User Management ). However, access to this interface requires at least one admin user with an assigned license. This can be achieved in several ways.

The first method is by creating a Sync organization. When a Sync organization is created, a license is automatically assigned to the user who created the organization.

If you purchase a new subscription and already have an existing Sync organization, you will need to manually assign the Sync license from the Sync organizations view.

This option is only available to users who have previously used Sync.

If you have an active subscription but your user is missing the license, a yellow banner will appear at the top of the view. You can assign the license by clicking the Assign license button.