Navigating to the Syrinx integration settings
Tap the Settings icon top right and tap 'Syrinx Integration'
The Syrinx Configuration Options
Prospects
Send New Prospects to Syrinx – Automatically sync new prospects from SitePad CRM to Syrinx.
Clients
Import? – Enable or disable client data import from Syrinx.
Changes since [date] – Import only client records modified after the specified date.
Assign BDM to Clients? – Automatically assign a Business Development Manager to imported clients.
Client Correspondence
Import? – Enable or disable the import of client correspondence records.
Contacts
Import? – Enable or disable contact data import from Syrinx.
Changes since [date] – Import only contact records modified after the specified date.
Send New Contacts to Syrinx – Automatically sync new contacts from SitePad CRM to Syrinx.
Send Updated Contacts to Syrinx – Automatically sync contact updates from SitePad CRM to Syrinx.
Sites
Import? – Enable or disable site data import from Syrinx.
Changes since [date] – Import only site records modified after the specified date.
Send New Sites to Syrinx – Automatically sync new site records from SitePad CRM to Syrinx.
Quotations
Create Hire Contracts in Syrinx? – Automatically generate hire contracts in Syrinx from quotations in SitePad CRM.
Hire Contracts
Import? – Enable or disable hire contract import from Syrinx.
Import Unconfirmed Hires? – Import hire contracts that have not yet been confirmed.
Changes since [date] – Import only hire contracts modified after the specified date.
Import Open Hires? – Import ongoing hire contracts.
Import Pending Off Hire? – Import hire contracts that are awaiting off-hire status.
Import Closed Hires? – Import completed hire contracts.
Import Cancelled Hires? – Import hire contracts that have been canceled.
Breakdowns
Import? – Enable or disable breakdown record import from Syrinx.
Changes since [date] – Import only breakdown records modified after the specified date.
Operators
Import? – Enable or disable the import of operator records.
Asset Categories
Import? – Enable or disable asset category import from Syrinx.
Changes since [date] – Import only asset categories modified after the specified date.
Sales Invoices
Import? – Enable or disable the import of sales invoices from Syrinx.
Dated from [date] – Import invoices created from the specified date.
Troubleshooting: Ensuring Correct Data Import Order
When configuring the Syrinx integration in SitePad CRM, it’s essential to ensure that data records are imported in the correct sequence. If the changes since date for a dependent record is later than its related record, data may not link correctly. Below are key dependencies and how to resolve related import issues:
1. Clients and Sites
Issue: Sites may not be linked to the correct clients if the "Clients" Changes Since date is later than the "Sites" Changes Since date.
Solution: Ensure that the Clients import date is equal to or earlier than the Sites import date.
2. Clients and Contacts
Issue: Contacts may fail to associate with the correct clients if the "Clients" Changes Since date is later than the "Contacts" Changes Since date.
Solution: Set the Clients import date before or equal to the Contacts import date.
3. Clients and Client Correspondence
Issue: Client correspondence records may not import correctly if the "Clients" Changes Since date is later than the "Client Correspondence" Changes Since date.
Solution: Ensure the Clients import date is earlier than or equal to the Client Correspondence import date.
4. Hire Contracts and Quotations
Issue: Hire contracts may not generate correctly if the "Quotations" Changes Since date is later than the "Hire Contracts" Changes Since date.
Solution: Ensure the Quotations import date is earlier than or equal to the Hire Contracts import date.
5. Hire Contracts and Sites
Issue: Hire contracts may not be assigned to the correct sites if the "Sites" Changes Since date is later than the "Hire Contracts" Changes Since date.
Solution: Ensure the Sites import date is earlier than or equal to the Hire Contracts import date.
6. Hire Contracts and Operators
Issue: Operators assigned to hire contracts may not be imported correctly if the "Operators" Changes Since date is later than the "Hire Contracts" Changes Since date.
Solution: Ensure the Operators import date is earlier than or equal to the Hire Contracts import date.
7. Hire Contracts and Breakdowns
Issue: Breakdowns related to hire contracts may not be correctly linked if the "Hire Contracts" Changes Since date is later than the "Breakdowns" Changes Since date.
Solution: Ensure the Hire Contracts import date is earlier than or equal to the Breakdowns import date.
8. Hire Contracts and Sales Invoices
Issue: Sales invoices related to hire contracts may not be imported correctly if the "Hire Contracts" Changes Since date is later than the "Sales Invoices" Dated From date.
Solution: Ensure the Hire Contracts import date is earlier than or equal to the Sales Invoices import date range.
9. Asset Categories and Hire Contracts
Issue: Hire contracts may not be categorized correctly if the "Asset Categories" Changes Since date is later than the "Hire Contracts" Changes Since date.
Solution: Ensure the Asset Categories import date is earlier than or equal to the Hire Contracts import date.
General Best Practices
Review date dependencies before saving import configurations.
Adjust earlier imports first to maintain proper data relationships.
Run test imports to confirm data is linking correctly.
Check logs and error messages in SitePad CRM for additional troubleshooting.
By following these guidelines, you can ensure that your Syrinx integration imports data in the correct sequence and avoids linking errors. 🚀
Running the Syrinx Import
The Syrinx import allows data to sync between Syrinx and SitePad CRM at regular intervals. This article explains how the import works, how to manually trigger an import, and how to review import logs.
Automatic Syrinx Import
By default, the Syrinx import runs automatically every 2 hours, ensuring data remains up to date without manual intervention.
Manually Running an Import
If you need to sync data immediately, you can manually trigger an import:
Navigate to the Current Import Status pane.
Tap Start to begin the manual import.
The system will process the import and update the status accordingly.
Viewing the Syrinx Import Log
To review past imports and troubleshoot any issues:
Tap View Syrinx Imports to open the import history.
The list will display key details for each import, including:
Import ID – Unique identifier for the import.
Log File – A link to view import details.
Status – The result of the import process.
Date Created – The date and time the import was initiated.
Tap the Log File link to view detailed records of the import, including all data sent to and retrieved from Syrinx.
Import Statuses Explained
Each import can have one of the following statuses:
Completed – The import was successful, and all data was processed.
Failed – The import encountered an issue and did not complete successfully.
Crashed – The import process unexpectedly stopped due to an error.
Archived – The import is stored for reference but is no longer active.
If an import fails or crashes, reviewing the log file can help identify the issue.
Troubleshooting Import Issues
If an import fails or crashes, check the Log File for details on errors.
Ensure that previous imports were successful, as missing dependencies can cause issues.
If necessary, run a manual import to retry data syncing.
Contact support if issues persist.