This occurs when the Blackbaud CRM Integration service responsible for migrating data from BBIS to the CRM constituent records is not up-to-date. As of Service Pack 9, you can see exactly how many records are pending in BBIS > Administration > Sites & Settings > Schedule. You can also manually adjust the number of records/run and the schedule interval in the BBIS Administration UI.
When the value shows a backlog to process, you can catch up on the backlog by adjusting the number of records per run and scheduled interval of the business process. Some guidelines for this process:
- Schedule the process for times when you aren’t processing email jobs (e.g., overnight). This process touches a lot of common tables as email send, and running for a large number of records during a time when you are sending emails could interrupt email send processing.
- Before making changes, check the duration of the CMS Data Integration business process in CRM to get a feel for the duration of each run at x records/run. Increase the number of records/run, gauge the new duration, and then work on an updated interval.
- A good strategy is to make this change at the end of the day to run at a higher record count in a shorter interval frequency allowing it to run over night at a time when email jobs may not be processing. You can then dial it back the next morning when email processing may be more likely.