From the integrations page, Admins can view sync status, trigger manual syncs, or go to the integration detail page to manage their integration settings, view integration source data, and create custom fields using your integration source fields.
Integration Cards
After an integration has been setup, a card will appear on the 'Connected Integrations' tab of the integrations page. The integration card will contain the following information:
Source Data Sync Status: The success, in progress, or error status of your source data sync. Learn more about integration syncing in this article.
View Source Data: Link to view your integration source data
Source Data Sync Day/Time: The day and time that a source data sync was last started
Plan Data Refresh Status: The success, in progress, or error status of your source data sync. Learn more about integration syncing in this article.
View Mappings: Link to view your plan data mappings in Mapping Manager
Plan Data Refresh Day/Time: The day and time that a plan data refresh was last started
Sync and Refresh: Manual sync which will start a source data sync and then plan data refresh, including a full re-import of data across all plan data mappings
Manage: Integration detail page to manage integration settings, track sync history, view source data, and create custom fields
Integration Detail Pages
Upon clicking 'Manage' in the integration card, you'll be redirected to the integration detail page, where you can track sync history, manage your integration settings, view integration source data, and create custom fields using your integration source fields.
Learn more about each tab in the integration detail page below.
Sync History
View a log of all your integration syncs in order to track integration performance and troubleshoot integration errors.
Source Data
View your integration source data to understand what data is being imported into your workspace and available to map to your compensation plans in order to generate commission records. Validate whether an individual source data record is captured in a plan data mapping using the 'Test' button.
Objects
View and edit the integration objects being imported into your workspace.
Members
View and edit your member alignments to ensure QuotaPath members are aligned to the correct corresponding integration user.
Calculated Fields
Create custom Calculated Fields using your integration source fields to use in your plan data mappings. Learn more about creating calculated fields in this article.
Manage Source
Manage your integration settings, including your integration sync frequency, refresh your integration source data, authenticate, or disconnect the integration.
