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Configure Project Syncing & Conditions

Learn how to control when projects sync from Albi to Clean Claims, including automatic rules, manual sync options, and best practices.

Configure When Projects Sync (Project Creation Condition)

After connecting, you decide when a project in Albi should be created in Clean Claims.

  1. Go to Settings → Integrations.
  2. Click the Clean Claims tile, then choose Settings.

  3. In the Clean Claims Settings panel, open the Project Creation Condition dropdown and select one of the three options below.

 

Three Sync Options

Option

What it does

Everytime Project Created

Every new Albi project is automatically created in Clean Claims as soon as it is created in Albi.

Certain Statuses

Projects only sync to Clean Claims once they reach the project status(es) you select (for example, In Progress or Mitigation Started).

Certain Dates

Projects only sync when their selected date field falls within the date range you choose.

After choosing a condition, save your settings. The rule applies going forward to newly created projects.

 

Syncing Projects On Demand

Sync a Single Project

  1. Open the project in Albi.
  2. In the top-right corner, click the Actions button.
  3. Choose Integrations, then Clean Claims.
  4. Click Sync. That specific project will be sent to Clean Claims.

Disconnecting or Updating Settings

  1. Go to Settings → Integrations.
  2. Click the Clean Claims tile to open the menu.
  3. From the menu you can choose:
    1. Settings — change your Project Creation Condition.
    2. Disconnect — fully unlink Clean Claims from Albi. Existing projects already synced will remain in Clean Claims, but no new updates will be pushed until you reconnect.