When you create a session from a Master List, CaptrID takes a snapshot — a point-in-time copy. The session and the Master List are independent until you explicitly sync them.
This guide explains how to push approved photos and field updates back to your central roster after a capture session.
Why review before syncing?
CaptrID never writes session data back to your Master List automatically. Instead, it generates a summary of proposed changes for you to review first. This gives you:
- Visibility — See exactly what will change before it’s written
- Conflict detection — If both the session and Master List changed the same field, CaptrID flags it
- Rollback — Undo applied changes if something went wrong
Generating changes
- Open your session
- Click Save to Master List on the Overview tab
- CaptrID compares each session record to the Master List and generates a list of proposed changes
Types of changes
| Type | Description | Auto-approved? |
|---|
| Create | New person added during the session, not in the Master List | No — needs review |
| Update | Existing person with field changes | Yes, if no conflicts |
| Photo only | Only the photo changed, no field changes | Yes, if Master List has no existing photo |
Reviewing changes
Open the review screen from the session to see all proposed changes. For each item, you can:
| Action | Effect |
|---|
| Approve | Accept the session value — it will overwrite the Master List |
| Reject | Discard this change — keep the Master List as-is |
| Skip | Don’t sync this item now — leave it for later |
Conflicts
A conflict occurs when both the session and the Master List changed the same field since the snapshot was taken.
For example:
- At snapshot time: First Name = “John”
- Session changed it to “Johnny”
- Meanwhile, a directory sync changed the Master List to “Jonathan”
- Conflict: CaptrID shows both values and asks you to choose
For each conflicted field, you choose:
- Use session value — Apply the session’s version
- Use Master List value — Keep what’s already in the Master List
If a field was only changed in the session (not in the Master List), there’s no conflict — it’s auto-approved.
Applying changes
Once you’ve resolved all items:
- Review the summary of approved, rejected, and skipped items
- Click Apply Changes
- Changes are written to the Master List in a single transaction
After applying:
- Approved photos become the Master List person’s photo
- Field updates are written to the Master List
- New people are created in the Master List
- The changes are marked as “Applied” with a timestamp
Rolling back
If you need to undo applied changes:
- Open the review screen (it will show as “Applied”)
- Click Rollback
- All changes are reverted to the state before they were applied
Rollback restores the Master List to its state before the changes were applied. Any changes made to the Master List after applying are not affected.
Best practices
- Sync after photo review is complete — Don’t sync until you’ve approved the photos you want
- Review conflicts carefully — Especially if your Master List is synced from an external directory
- One batch at a time — Process changes in order if multiple sessions point to the same Master List
- Use rollback sparingly — It’s a safety net, not a regular workflow tool
