Managing Your Sage Intacct Sync Results

  • Updated

This article will guide you through the sync results between Re-Leased and Sage Intacct. By the end of this article, you will understand how to interpret sync status flags, view detailed sync results, and take actions such as refreshing sync results, and re-linking or unlinking records where necessary.

Identifying Sync Status

Let’s begin by understanding the status flags you'll encounter:

  • Blue flag: Your sync succeeded without any hiccups.
  • Orange flag: The sync is in progress but has encountered an error along the way.
  • Red flag: The sync is complete, but there are issues that need your attention.

To access a summary of your sync results, simply click on the flag next to the search bar. For a detailed view, select the View sync results button from the dropdown.


Navigating the Sync Results Page

On the sync results page, you have multiple tools at your disposal:

Filters and Selectors

  1. Company Selector: Choose the company whose results you wish to view.
  2. Date Filter: Select a date to display sync results from that day forward. It defaults to your last successful sync date.
  3. Status Filter: This lets you filter linked, unlinked, or all records based on their sync status.
  4. Entity Filter: Focus on specific record types such as Contacts or Invoices.
  5. Search Filter: Search for particular results by matching against ID or detail columns.
  6. Refresh Results: Update the results if a sync is currently ongoing.
  7. Sync Button: Manually initiate another sync process.
  8. Row Selector: Select multiple rows for bulk actions or manage individual rows. This feature is intertwined with relinking and unlinking records.


Managing Record Links

Relinking and unlinking records becomes a breeze:

  • Choose the row(s) you wish to link or unlink, then click the appropriate action at the bottom of the screen.
  • Remember, unlinked records are excluded in subsequent syncs but can be relinked when needed.
  • Caution: Unlinking may have cascading effects on related records.

Unklinking:relinking in Sage Intacct.gif

Understanding the Results Table

The results table provides in-depth information about each record:

  • Date: Indicates the last sync attempt for the record.
  • Type: Shows the entity type from Re-Leased.
  • Re-Leased ID: Displays clickable IDs for existing Re-Leased records.
  • External ID: Lists clickable IDs for records in Sage Intacct.
  • Sync Direction: Denotes whether the sync issue was outgoing or incoming.
      • Outgoing = From Re-Leased to Sage Intacct
      • Incoming = From Sage Intacct to Re-Leased
  • Details: Gives reasons for sync failures with an option for more information.
  • Link Status: Indicates if the record is currently linked.
  • More Detail: The arrow expands to reveal additional information on sync failures.
  • Pages: There may be more than 1 page of results, use the arrows to navigate between pages.
  • Rows per page: You can adjust how many rows you are viewing. Choose between 25, 50, 100 or all.

By carefully managing and monitoring your sync results, you can ensure that your financial records in both Re-Leased and Sage Intacct are in harmony, which is key to maintaining an accurate and trustworthy accounting system.

Note: Some functionalities discussed in this article may require administrative access. If you do not have access to the pages or features mentioned, please contact your system administrator.


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