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Getting started introduction


Having registered for a Patchworks account and logged into the dashboard, you're all set to start syncing data between your business-critical systems. There are two ways to approach this:
If you registered for a Patchworks account before July 2023, you'll be familiar with using services to sync data between systems. Process flows include all the functionality of services and much more. You can continue to use services but if you'd like to try process flows, please contact your Customer Success Manager, or reach out to [email protected]. If you registered for a Patchworks account after July 2023, you will be using process flows automatically.

Process flows

Process flows are a new, incredibly powerful tool that you can use to define smart, flexible flows to exchange data between connector instances. Process flows are built by dragging and dropping shapes onto a canvas, and then configuring those shapes to work in the way you need. Please take a look at our Patchworks quickstart guide to get your bearings, and then navigate to the process flows section of this documentation for more detailed information.


If you are an existing customer, you'll be familiar with the concept of using services to exchange data between two system connectors. If you're not ready to make the switch to process flows, that's OK - please see the services section of this documentation for information that's relevant to your way of working.

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