How it works
The provider pulls records from each connected platform, first as a full backfill and then incrementally, and stores them in its own database. Your reads hit the stored copy, so they are fast, can be filtered freely and do not consume the source's rate limits. The cost is freshness, which depends on the sync schedule and webhooks, and an extra place where customer data lives.
Example
A cash-flow forecasting product needs two years of invoices for every customer. Sync-and-store backfills the history once, then syncs changes hourly, so dashboards load without hammering each ledger's API.
In integrations
Unify Sync is designed to support sync-and-store with per-object schedules, for example minutes for orders and daily for the chart of accounts, plus change webhooks. Where storage is a concern, you can choose pass-through for that object instead. Data residency and retention for stored data follow your plan; see the Trust page for current details. Choose sync-and-store when you need history, aggregation or fast filtering across many records, such as dashboards and analytics. Ask any provider how fresh the copy is, how deletes are detected and where the stored data lives.