Configuration Modes

    Configuration Modes

    Important: You cannot toggle between the different modes. To do so, you need to create a new Connection in Visual mode, Script mode, or Basic mode.

    Configuration modes in Exalate define how synchronization is customized between two instances. Exalate offers 3 configuration types (modes): Basic, Visual, and Script. 

    The Basic Mode

    • A limited number of entities can be synchronized. 
    • It has predefined mappings (Sync Rules) between the entities that cannot be edited.
    • It comes with a Free Plan that allows up to 1000 free syncs per month.
    • It is recommended for use cases with basic complexity. 

    Note: You cannot configure connections set up in the Basic mode since they come with a default set of rules & mappings. To configure them, you need to upgrade to Visual or Script mode. 

    The Visual Mode

    • It has a low-code visual interface. 
    • You must have admin access to both task management systems.
    • You can add Groovy-based scripts for advanced synchronization cases. 
    • It is recommended if you want to sync between different departments or projects within a single company (intra-company). 
    • It is recommended for use cases of basic to intermediate complexity. 

    The Script Mode

    • It comes with an intuitive Groovy-based scripting engine.  
    • You don't need admin access to both task management systems.
    • It gives you independent control over incoming and outgoing information (decentralized integration). 
    • It is recommended if you want to sync between different companies (cross-company integration).  
    • It is recommended for complex or advanced use cases.