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Sync Functionality

Sync Functionality

The sync functionality in User Management & License Optimizer is a manual sync possibility that ensures that user data remains current and accurate across all connected Atlassian sites. This critical feature maintains data consistency between your Atlassian environment and the app's database, enabling reliable bulk operations and automated workflows.

Ensuring Data Accuracy Between Scheduled Syncs

When user data is out of sync, you face several risks:

  • License waste: Paying for inactive users you think are active

  • Security gaps: Missing recent deactivations or role changes

  • Compliance issues: Reporting on outdated user access data

  • Failed operations: Bulk operations and automated tasks working on stale information

The sync functionality ensures your User Management & License Optimizer database accurately reflects the current state across all your Atlassian sites and applications.

Quick Start Guide

When to Sync Manually

  • Before important bulk operations

  • After other admins make changes in admin.atlassian.com

  • Following SCIM/IdP updates (wait 15-30 minutes first)

  • Before quarterly license reviews or compliance audits

  • When troubleshooting data discrepancies

  • After system changes like connecting new sites or organizational restructuring

How to Sync

  1. Navigate to User Browser in User Management & License Optimizer

  2. Click the "Sync Users" button at the top of the user table

  3. Wait for completion (duration varies by organization size)

  4. Look for success confirmation message

  5. Review updated data in the table

User Browser Manual Sync.webp

What to Expect

  • Interface shows processing state during sync

  • You can navigate away from the page during sync

  • Table automatically refreshes when complete

  • Filters remain active

  • User selections may be cleared

Understanding Sync Timing by Operation Type

Automated Tasks - Auto-Sync Enabled

  • Automatic sync occurs before each automated task execution

  • Ensures tasks work with current data without manual intervention

  • Syncs "specific elements" relevant to the task

  • Configured in your automated task schedule

Manual Bulk Operations - Manual Sync Required

  • No automatic sync occurs before bulk operations

  • Your responsibility to sync if recent changes are expected

  • Best practice: Always click "Sync Users" before important bulk operations

  • Risk: Operating on stale data if you skip manual sync

Daily Scheduled Sync - Automatic

  • Configurable time in Settings (recommended: overnight)

  • Full organization sync across all sites

  • Prepares data for daily operations and automated tasks

  • Should run before your first automated tasks of the day

What Gets Synchronized

Always Synchronized

  • User account information: Name, email address, avatar, account status

  • Site and access data: Site memberships, product licenses, app-specific access

  • Groups and roles: All group associations, user roles per product

  • Account metadata: Creation date, last updated, Atlassian account IDs

Synchronized with Timing Considerations

  • Group changes: May take 5-15 minutes to reflect in Atlassian

  • SCIM updates: Depends on your IdP's sync frequency

  • License changes: Updates after Atlassian's billing processing

Not Synchronized via Manual Sync

  • Activity information: Updates automatically every 24 hours

  • Usage statistics: Separate data collection process

  • Historical operation logs: Maintained independently

Intelligent Last Active Date Logic

Important: In the currently deployed version the last active date only shows the last activity within the entire organization and not broken down to the application or site.

User Management & License Optimizer employs sophisticated logic to display the most relevant Last Active date based on your current view context:

Context-Based Display

Global Organization View
When no specific site is selected, displays the user's global last activity date across all sites in your organization.

Site and Application Specific View
When both a site and application are selected, shows activity for that specific application on the selected site only.

Site-Only View
When filtering by a specific site without selecting an application, displays the user's last active date across all applications on that site.

Never Active Users

Users who have never logged in display their user creation date as the Last Active date, helping identify accounts that may require onboarding support.

Sync Performance Guide

Expected Duration by Organization Size

Organization Size

Expected Duration

Optimization Tips

< 100 users

30-60 seconds

None needed

100-500 users

1-3 minutes

Avoid peak hours

500-1,000 users

3-7 minutes

Schedule during lunch

1,000-5,000 users

7-15 minutes

Use overnight window

5,000-10,000 users

15-25 minutes

Contact support for optimization

10,000+ users

25+ minutes

Custom sync solutions available

Factors Affecting Sync Speed

  • Organization size: More users = longer processing time

  • Number of sites: Each site adds API processing time

  • Products per site: More products = more API calls required

  • Groups complexity: Many groups increase processing time

  • Current Atlassian API performance: External service dependency

  • Time of day: Peak hours typically slower

Common Sync Scenarios

Scenario 1: After Bulk Changes in Atlassian Admin

Situation: HR just added 50 new employees directly in admin.atlassian.com
Solution: Manual sync before creating automated tasks for onboarding
Timing: Immediate - don't wait for nightly sync
Why: New user data needed for accurate bulk operations

Scenario 2: After Identity Provider Changes

Situation: SCIM sync from Azure AD added new group memberships
Solution: Wait 15-30 minutes after IdP changes, then manual sync
Timing: Allow IdP propagation time first
Why: Captures new group assignments for accurate access management

Scenario 3: After System Changes

Situation: Connected a new Atlassian site to the organization
Solution: Manual sync to capture users and groups from the new site
Timing: After site connection is complete
Why: Ensures new site data is available for management operations

Scenario 4: Before Critical Bulk Operations

Situation: Removing access from 200+ contractor accounts
Solution: Manual sync immediately before bulk operation
Timing: Just before executing the bulk operation
Why: Ensures no contractors were already deactivated elsewhere

Troubleshooting Sync Issues

Common Problems and Solutions

Sync Taking Too Long

Symptoms:

  • Progress continues beyond expected time for your organization size

  • No completion confirmation after reasonable wait

  • Interface becomes unresponsive

Solutions:

  1. Check expected duration table above for your organization size

  2. Verify Atlassian service status

  3. Try during off-peak hours (early morning/late evening)

  4. For persistent issues lasting >2x expected time, contact support

Data Not Updating After Sync

Symptoms:

  • Old information still visible in User Browser

  • Recent changes not reflected

  • Inconsistent data display across different views

Solutions:

  1. Ensure sync showed successful completion message

  2. Try browser refresh (Ctrl+F5 / Cmd+Shift+R)

  3. Clear browser cache if problem persists

  4. Verify you have proper admin permissions for all sites

  5. Check if changes occurred in systems outside Atlassian

Sync Fails or Shows Errors

Symptoms:

  • Error message during sync process

  • Sync fails to start or complete

  • Partial data updates only

Solutions:

  1. Note the specific error message for support

  2. Verify Organization API key hasn't expired (check Settings)

  3. Confirm all connected sites are accessible

  4. Ensure you have admin permissions across all sites

  5. Contact support with error details and organization size

Integration with Other Features

User Browser

  • Changes reflect immediately in the table after sync

  • Filters remain active through sync process

  • User selections may be cleared after sync completion

  • Last Active dates update based on intelligent context logic

Bulk Operations

  • Manual sync recommended before important bulk operations

  • No automatic sync occurs during bulk operations

  • Results may be affected by data freshness

  • Plan sync timing around major bulk changes

Automated Tasks

  • Automatic sync occurs before each automated task execution

  • Saved filters from User Browser serve as task triggers

  • Sync ensures tasks operate on current data

  • Schedule coordination prevents conflicts

Settings Page

  • Configure daily automatic sync timing

  • Set Organization API key for sync access

  • Configure webhook notifications for sync events

  • Monitor sync performance and scheduling

Dashboard

  • Metrics update after sync completion

  • License utilization reflects current data

  • Inactive user counts adjust based on sync results

  • Site-specific data refreshes automatically

Best Practices

Strategic Sync Timing

Daily Operations:

  • Configure overnight automatic sync (2:00-4:00 AM recommended)

  • Ensures fresh data for daily administrative tasks

  • Captures overnight changes from global teams

  • Prepares data for morning automated tasks

Before Major Operations:

  • Always sync manually before bulk license changes

  • Sync before compliance audits or access reviews

  • Refresh data before generating executive reports

  • Update before major organizational restructuring

After External Changes:

  • Sync after bulk changes in admin.atlassian.com

  • Refresh following SCIM/IdP modifications

  • Update after merger or acquisition integrations

  • Sync following major Atlassian product updates

Performance Optimization

For Large Organizations (1000+ users):

  • Schedule syncs during lowest usage periods

  • Allow sufficient time buffers before dependent tasks

  • Monitor sync duration trends over time

  • Consider staggered automated task scheduling

For Multi-Region Organizations:

  • Account for global timezone differences

  • Schedule sync before first region's business hours

  • Consider regional sync requirements

  • Plan for weekend maintenance windows

Monitoring and Maintenance

Regular Reviews:

  • Weekly: Monitor sync completion times

  • Monthly: Review sync-related issues or failures

  • Quarterly: Optimize sync timing based on growth

  • Annually: Evaluate sync architecture for scale

Proactive Management:

  • Set up webhook notifications for sync failures

  • Document sync timing for team reference

  • Train team members on manual sync procedures

  • Maintain escalation procedures for sync issues

Future Enhancements

Planned Improvements

  • Selective sync - Sync only selected users

  • Performance optimizations for large organizations

Next Steps

After Reading This Guide

  1. Configure automatic sync in Settings for your organization's schedule

  2. Test manual sync to understand typical duration for your size

  3. Review automated task timing to ensure proper sync dependencies

  4. Set up monitoring using webhook notifications for sync events

  5. Train your team on when and how to perform manual syncs