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Create synced user records from table button click

Create synced user records from table button click

You trigger table syncs when investor rows require external updates, but manual exports create delays. Sync updates records and sends confirmations so operations have current data within minutes.

Create synced user records from table button click

Overview

Manual table exports tie up operations and leave investor records out of date, slowing reporting and outreach. This flow converts a single button click into an authenticated push and confirmation, giving investor relations and ops current records within minutes.

Create synced user records from table button click