Integration Dashboard

Contents

• Overview
• Landing Page Alerts
• Integration Dashboard
• View Options
• Record Actions
• Bulk Actions

Overview

The latest release introduces Integration Dashboard page with Sync Now & Mark as Resolved features to enhance the user experience by providing visibility into integration sync status and resolution of integration failures. The Integration Dashboard provides a centralized view of synchronization status and failed records.

Availability

• Contact Ordway Support to enable the Integration Dashboard feature.
• Prerequisites
  • Integration settings must be configured.

Landing Page Alerts

• An alert notification appears on the landing page when integration sync failures occur.
• The alert displays a failure counter.
• Click to View directs users to the Sync Status Summary Page.
  

Navigate to the Sync Status Summary Page

1. In the left navigation page, click Setup → Integrations → Integration Dashboard. The Integration Dashboard page is displayed.
   

Integration Dashboard

The Integration Dashboard provides a centralized view of synchronization status across all connected financial integrations (for example, NetSuite, QuickBooks, Xero, and Intacct).

It enables you to:

• Monitor sync activity
• Identify failed and pending records
• Re-sync failed records
• Mark issues as resolved

Sync Status Summary Page

The dashboard displays key metrics:

• Synced – Successfully synced records
• Failed – Records that failed to sync
• Pending – Records awaiting processing
• Resolved – Issues marked as resolved

Use this summary to quickly assess integration health.

View Options

View by Application

• Displays integration-specific tabs (for example, NetSuite, Avalara)
  
• Displays only integrations that contain failed records.

View by Transaction Type

• Displays object-level filters (for example, Customers, Invoices)
  
• Shows only failed records for the selected object
• Displays results in a table format

Understand failure details

• Hover over the Failed indicator to view error details
• Use the Error Type column to identify issues (for example, Unknown Error, Closed Period)

Record Actions

Individual record actions (three-dot menu)

Use the three-dot (•••) menu to perform actions on a single record.

Available Actions

Logs Submenu Options

Re-Sync Now

Users can manually trigger a re-sync for failed records.

To re-sync a failed record:

1. Navigate to the Integration Dashboards Page.
2. Click Ellipsis menu (•••) > Re-Sync Now.
3. A sync progress notification appears.
4. Synchronization starts immediately, and the status updates to:
   • Succeeded (if sync is successful)
   • Failed (if sync fails again)

Note

• The Re-sync Now option is unavailable for records with the following statuses:
  • Succeeded
  • Pending
  • Resolved

Bulk Actions

Use the Actions menu to perform operations on multiple selected records simultaneously.

Before You Begin

Select one or more records using the checkbox next to each record.

Steps

1. Select the required records.
2. Click Actions.
3. Select the required bulk action from the list.
4. Complete any confirmation step if prompted.

Result

The selected action is applied to all selected records.

Mark as Resolved

Use the Mark as Resolved action to update the status of selected failed invoice records to Resolved.

Steps

1. Navigate to the Invoices page.
2. Select one or more invoice records using the checkbox next to each invoice.
3. Click Actions.
4. Select Mark as Resolved.
   
5. In the confirmation dialog, review the selected record count.
   
6. Click MARK AS RESOLVED <number> RECORDS to confirm.

Confirmation Message

This action cannot be undone.
Are you sure you want to mark as resolved <number> records?

Result

• The selected invoice records are marked as Resolved.

Bulk Re-sync

Use the Resync Now action to retry synchronization for multiple failed records at the same time.

Steps

1. Navigate to the required transaction tab.
2. Select one or more failed records using the checkbox next to each record.
3. Click Actions.
4. Select Resync Now.
   
5. In the confirmation dialog, review the selected record count.
   
6. Click RESYNC SELECTED <number> RECORDS to start the re-sync process.

Confirmation Message

This action cannot be undone.
Are you sure you want to resync selected <number> records?

Processing Window

After confirmation, a processing dialog is displayed showing the re-sync progress percentage.

Result

1. The system retries synchronization for the selected records.
2. Processing status is displayed until the operation is completed.