Sync GLM Requests to CSuite

Written by Nick Miles

Last published at: July 15th, 2019

To sync a GLM request with CommunitySuite, the request must have an Approved status in GLM. This means the request is housed in the Approved and/or All Open Approvals workload page within GLM. Please note that grants cannot be synced if they have payments associated with them. 

Requests can be synced from:

  • The Request Summary of an Approved grant, via the CSuite tab.

  • The All Open Approvals workload page by clicking the toggle to the right of the unsynced request.
    • The toggle color of an unsynced request is gray.
    • The toggle color of a sync request is green. 
    • A faded toggle means the Grant is locked and cannot be synced, or unsynced.

Once a request is synced you can unsync it up until the time the grant record is finalized in CommunitySuite. 

  • At this time, you will no longer have the option to edit grant installments. 
  • If for some reason you do need to edit the installment information, you will have to delete all records of the grant within CSuite and unsync the request from GLM.