Gain Full Control Over Data Sync with Nylas’ Sync Policy

Gain Full Control Over Data Sync with Nylas’ Sync Policy

3 min read

Sync Only Relevant Data

Email contains contextually rich information that helps keep a record of historical communications, ensuring a better user experience across industries. In fact, email is so heavily relied on that the average business person sends roughly 124 emails a day.

That’s a lot of data to store, and for highly-regulated industries like legal and finance, could present a security risk to maintain over-time. Regardless of whether the software application you’re building relies on email, calendar, contacts data, or all three, you should have full control over how much user data your platform syncs.

The ability to set data sync limits is the latest security feature of the Nylas Platform. With our new Sync Policy settings, the Nylas dashboard enables you to set specific data sync settings without building the sync logic yourself.

Be Exact with Your End Users’ Data

Your options for data syncing shouldn’t be binary – the all or none model doesn’t work well when most individuals’ inboxes contain years or even decades’ worth of data. Different industries and tools have different needs. You should have the ability to choose what works best for you and your users.

The Nylas packages are tiered to give you the ability to select the amount of historical data to sync that fits both your use case and your needs:

  • Basic Tier allows you to sync user data from 90 days prior to their Nylas account authentication.
  • Essentials Tier allows you to sync user data from 365 days prior to their Nylas account authentication.
  • Enterprise Tier allows you to sync unlimited historical user data prior to their Nylas account authentication.

Accessing Sync Policy Settings from the Nylas Dashboard

You can adjust your Sync Policy Settings through the Nylas Dashboard. You have the option to select the timeframe from which to sync data from the dropdown menu as shown below.

Increase Security with Sync Policies

In certain industries, data retention is paramount to providing an excellent customer experience. In others, it can present security risks. Sync Policy gives you full control over how much data you sync so you can tailor it to your specific industry and user needs.

For example, in the recruiting industry, an ATS (applicant tracking system) gives recruiters the ability to view past email communications with a candidate ensures a better candidate experience as recruiters can reference historical data without having to ask the candidate for the same information twice.

Similarly, in the sales, marketing, and customer success industries, representatives can use historical email records in their CRM to gather historical context on a deal or customer issue in order to provide the best customer experience. That way, if a new sales rep or customer success manager is assigned to a case, the entire history of communications to the customer is recorded.

On the other hand, in the legal, healthcare, and finance industries, retaining full historical records of email communications can present a security risk. Developers building software applications for these industries may choose a stricter sync policy on the Nylas Platform in order to optimize for their industry.

The more control you have over your customers’ data, the more secure your platform is. You can learn more about Sync Policy on our docs here, or by speaking to a platform specialist.

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