Q: What is Historical Data Sync in Dazos?
A:
Historical Data Sync allows Dazos to track and populate historical values (such as Sales Stage and Intake Status) for :
Accounts
Referral Sources
Referral Contacts
Once enabled:
New records update in real time
Older records are updated through a background backfill process
Q: How do I enable Historical Data Sync?
A:
Open your Dazos instance
Go to CRM
Click Settings
Select CRM Settings
From the Summary page, click Data Mapping
Open the first Data Mapping tab (Historical Data Mapping)
Check Enable Historical Data Sync
Click Update Historical Data
⚠️ Do not edit any conditions or actions in this section, as these are system-level configurations.
Q: What does the “Update Historical Data” button do?
A:
It triggers a backfill process for existing (older) records
The system scans records and updates historical data in batches
This process may take:
Several hours
Overnight
A full day or longer, depending on data volume
This behavior is expected and not an error.
Q: Why do some modules update before others?
A:
Historical updates do not happen all at once. It is common to see:
Referral Sources update first
Accounts and Referral Contacts update later
The system processes records incrementally, so delays between modules are normal.
Q: Will new records update immediately after enabling this?
A:
Yes.
Once Historical Data Sync is enabled:
All new records update in real time
This is handled by automatically created workflows
Q: Are workflows required for Historical Data Sync to work?
A:
Yes.
When the Enable Historical Data Sync checkbox is selected, the system automatically creates the required workflows.
To verify:
Go to Settings
Click Workflows
Confirm historical data workflows exist and are Active
If the checkbox was previously unchecked, these workflows would not exist.
Q: How long does it take for historical data to fully update?
A:
New records: Real time
Existing records: Hours to a full day (or longer for large datasets)
The backfill process runs in the background and may continue overnight.
Q: How can I confirm Historical Data Sync is working?
A:
Create or update a new Account, Referral Source, or Referral Contact and verify the history updates immediately
Check older records after allowing sufficient time for the backfill process to complete
Confirm workflows are active under Settings → Workflows
Pro Tips / Extra Help
If historical data was just enabled, wait at least 24 hours before assuming there is an issue
If new records are not updating in real time, or workflows are missing, contact Support with your instance URL