Overview of the "Connect" Screen

Overview of the "Connect" Screen

Overview of the "Connect" Screen


The Connect screen provides a snap shot of the data connected throughout the System.

This is broken down in "Channels" depending on the platforms integrated.

Each Channel is broken down by Data types (ie. Products, Customers, Invoices etc). There are various system setting configurations and Channel Logins that can be changed.

it should be noted that if you are unsure what each channel settings or the Configuration settings do, contact Cirralto Support for further clarification as this may cause data integrity issues and system syncing issues

The Connect screen is where data can be pushed to each platform prior the System Schedule. Please review "How to Push Data outside of the System Schedule" for more details.



    • Related Articles

    • Overview of the "Data Manager" Screen

      Overview of the "Data Manager" Screen The Data Manager screen allows searching for data in more granular detail.  (Instructional video included below) Select the platform followed by the Data Type and Sync Status. Once narrowed down, using the search ...
    • How to Sync Data before the System Schedules

      How to Sync Data before the System Schedules Your data read and writes will follow their normal schedule once per day.  If you ever need to push data to an adaptor before the schedule, you can do this manually in Synkd, by following the steps below  ...
    • Transaction Queue Screen Overview

      Transaction Queue Screen Overview The Transaction Queue Screen is broken into 3 main parts,  Requires Attention Ready to Post Posted Requires Attention: This menu should part of a daily routine to be checked. A. Invoices will be shown in this screen ...
    • How to Re-Sync Any Data in the Data Manager

      How to Re-Sync Any Data in the Data Manager 1. Navigate to the "Data Manager" menu 2. Search for the data in question and select the circle selection icon to the left for each entry you would like to resync, After this click the "selected" header 3. ...
    • Resolving Data in the Transaction Queue

      Resolving Data in the Transaction Queue For further information about the Transaction Queue, please see Transaction Queue Screen Overview Items that require attention Invoices/transactions pulled in by Synkd will alert you in the "Requires Attention" ...