1.3 Your Dashboard View

The first thing you will see when successfully logging into your Sync portal is the Dashboard.

Prior to turning on the integration, there will be no data displayed on the Dashboard. Once the integration is turned on, the Dashboard will provide at-a-glance insights into the health of your Sync integration. You will be able to see an overview of how many Records have been synced over a certain period. You will also be able to view recent errors that have occurred, along with any specific Record or error message information that can be used for troubleshooting.

The times listed under “Recent Activity” indicate the timestamp of the last sync run (or, if one is currently in progress, what time the current sync run started). Note that in order to see updated timestamps, you will need to refresh the page.

BEST PRACTICE! The “Integration Status” should always remain “OFF” until you have fully completed steps 2 and 3 below. If at any time you need Sync to stop creating and updating records between your end systems, you may turn the Integration Status from “ON” to “OFF” until you are prepared to resume syncing records. Note: This is not an effective way to “kick-start” a sync run.

Once the integration is set up, the Dashboard is going to be your primary point of interaction to monitor your integration.

 

To view the next article in the Sync Set Up Guide, click here: Step 1.4 Adding Additional Users

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