If changes have been made to records in both databases, data can be lost. For example, if the phone number and address are the same address record. If a phone number is updated in one database after an address is updated, the information from the address record updated last will overwrite the record in the other database.

Set up synchronization to run as a scheduled task every 15 minutes. This will decrease the likelihood of changes being made to the same records during the same timeframe.

Note: If linking records over a long period of time, you will need to start running synchronization before you complete linking. In this scenario, it is important for you to link groups of records at a time so that all members of one family are linked before the next Synchronization is run. This will prevent the system from added unwanted constituent records for spouse records.