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Troubleshooting a connection

What to do when a connection to your ERP or CRM shows as offline or unhealthy.

If a connection is offline, Fluent can't push processed documents to your ERP or CRM. Use the built-in diagnostic tool to identify the problem.

Opening the diagnostics

  1. Go to Manage Team > Connections

  2. Open the connection that's failing

  3. Click Test Performance — the diagnostics panel runs a set of checks automatically

  4. Click Run

What the diagnostics check

  • URL Validation — confirms the URL is correctly formatted

  • DNS Resolution — confirms the hostname resolves to an IP address

  • TCP Connectivity — confirms the server is reachable on the expected port

  • SSL Certificate — confirms the certificate is valid and not expired

  • Authentication — confirms the credentials are accepted by the server

Each check shows a pass, warning, or fail result with a message explaining what went wrong.

Common fixes

  • DNS or TCP failure — the server may be down or the URL may have changed. Verify the URL in the connection settings and confirm the server is reachable from outside your network.

  • SSL failure — the SSL certificate may be expired or self-signed. Contact your IT team to renew or configure the certificate.

  • Authentication failure — credentials (username, password, API key) have likely changed. Update them in the connection settings.

  • Firewall blocking Fluent — if your ERP sits behind a firewall, ensure Fluent's outbound IP addresses are allowlisted. Contact support@fluenterp.com to get the current IP list.

Tip: After updating credentials or firewall rules, re-run the diagnostics to confirm all checks pass before reprocessing any failed documents.

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