Indio now displays a comparative badge alongside contacts and agents showing which ones are already up-to-date and which ones may need updating in a sync. Additionally, checkboxes can appear, giving you control over which contacts will be updated in that manual sync. Ultimately, this can reduce the need to update information that was overwritten during a sync but you wanted to be different between Epic and Indio, while still allowing other parts of the sync to happen.

For one example, perhaps on an import to Indio, you don’t want to take any changes from Epic for existing contacts to avoid overwriting data on the Indio contact that you’ve customized. You could still selectively choose to sync other contacts from Epic that are not in Indio to have those imported but leave the existing Indio contacts alone.

To further maintain the integrity of changes in one system that should be preserved, Indio contacts that do not have a corresponding Epic contact will not be overwritten/removed when importing from Epic. Likewise, Epic contacts that do not have a corresponding Indio contact will not be overwritten/removed when exporting from Indio.

The comparative badges will always appear, but the ability to pick individual contacts to sync is a brokerage setting that can be enabled for your brokerage by your support team.