---
title: Fixing AdvisorEngine Syncing Issues
description: If your notes are not syncing from Zeplyn to AdvisorEngine, it may be due to your AdvisorEngine user profile settings. Follow these steps to resolve the issue.
---

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# Fixing AdvisorEngine Syncing Issues

## If your notes are not syncing from Zeplyn to AdvisorEngine, it may be due to your AdvisorEngine user profile settings. Follow these steps to resolve the issue.

### 🧩 Step-by-Step Fix

1. Go to your AdvisorEngine user profile page:  
   👉 [https://crm-t.advisorengine.com/Users/UserProfile/UpdateMyUserProfile](https://crm-t.advisorengine.com/Users/UserProfile/UpdateMyUserProfile)
2. Scroll down to the **Contact Information** section.
3. Under **Alternate Email**, enter your **primary work email address** (the same email you use to log in to Zeplyn).
4. Click **Save** to update your profile.
5. Return to Zeplyn and try syncing your note to AdvisorEngine again.

### ✅ Why This Works

Zeplyn matches users in AdvisorEngine based on their email address. If your **Alternate Email** field is blank or does not match your Zeplyn login email, the sync cannot be completed successfully. Updating this field ensures your notes and tasks can sync properly.

### 💡 Still Having Trouble?

If you’re still seeing sync errors, your AdvisorEngine integration may have expired. Simply reconnect your integration in Zeplyn. AdvisorEngine requires reauthorization every **30 days** to maintain a secure connection.  
​  
If you’ve updated your email and your integration is reconnected but you are still experience issues syncing to AdvisorEngine, please reach out to **[support@zeplyn.ai](https://44791422.hs-sites.com/en-us/zeplyn-help-center/fixing-advisorengine-syncing-issues-zeplyn-help-center?hsLang=en-us)** with the following details:

- The note you attempted to sync
- The client household name
- The time of your last sync attempt

Our team will review and help you get back up and running quickly.

*For additional questions, please reach out to [support@zeplyn.ai](mailto:support@zeplyn.ai).*

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