Audit Sight makes managing data connections simple and transparent. This guide explains how to check if data is connected and synced, helping you stay informed throughout the process.
There are three key concepts to understand:
- Connection Status: Indicates if your client has successfully connected their data.
- Data Sync Status: Reflects what Audit Sight is doing with the data after it’s connected.
- Data Syncing: Explains how data is refreshed and what conditions must be met for syncing to occur.
🔗 Connection Status
The Connection Status tells you whether the client’s connection to Audit Sight is active and functioning. Here are the possible statuses:
-
Blank ⚪
- Meaning: No connection attempts have been made by your client.
- Action Needed: Send a reminder or guidance to your client to initiate the connection.
-
Pending Client Auth 🟡
- Meaning: Your client has attempted but not completed the connection.
- Action Needed: Follow up with your client to ensure they finish connecting.
-
Connected 🟢
- Meaning: Your client has successfully connected.
- No Action Needed
-
Disconnected 🔴
- Meaning: The connection is no longer active as your client has deleted the connection or changed their credentials.
- Action Needed: Your client must reconnect.
📊 Data Sync Status
The Data Sync Status indicates what Audit Sight is doing with the data from the connected system. Here are the statuses and their meanings:
-
Blank ⚪
- Meaning: No connection has been made.
- Action Needed: Ensure the connection is established before syncing can begin.
-
Initial Sync 🟡
- Meaning: This is the first time syncing the data, which typically takes longer than regular incremental syncs.
- No Action Needed
-
Syncing 🟡
- Meaning: A normal sync is currently in progress.
- No Action Needed
-
Synced 🟢
- Meaning: Audit Sight successfully synced the data.
- Note: The user who created the entity will receive an email notification confirming the successful sync.
-
Failed 🔴
- Meaning: An issue was detected in the data. A team member has been alerted and is actively working to resolve the problem.
- Action Needed: Wait for resolution or contact support for updates.
🕒 Last Sync Date
The Last Sync Date shows when Audit Sight successfully synced data from the connected system.
- For most systems, this represents the last time Audit Sight retrieved and processed data.
-
Blank Last Sync Date:
- If the Last Sync Date is blank, this means Audit Sight has never synced the data.
📌 Important Exception: QuickBooks Desktop
For QuickBooks Desktop, the Last Sync Date reflects the date of the QuickBooks backup file provided by the client, not the date the data was synced with Audit Sight.
- This unique behavior highlights the importance of ensuring the backup file is up-to-date.
- To learn more about managing QuickBooks Desktop connections, visit our detailed QuickBooks Desktop✨ help article.
🔄 Data Syncing
-
Accounting and Banking Data:
Audit Sight retrieves refreshed data during each sync. This means the system pulls the most up-to-date information available from the client’s connected source. - Data can be refreshed Daily
-
Resyncing Data:
Data can only be resynced if the connection is active. If a connection is inactive or disconnected, syncing will stop until the connection is restored.
FAQs
How do I check the Connection Status?
Navigate to the client’s profile, select the entity, and view the Connection Status under the Connections tab.
What should I do if the sync fails?
Check the Data Sync Status for details. Our team is notified of failed syncs and actively works on resolving them. Contact support if you need further assistance.
Can I manually trigger a sync?
Yes, navigate to the client’s entity and select the Resync option under the Data Sync tab.
How does QuickBooks Desktop handle sync dates?
For QuickBooks Desktop, the Last Sync Date represents the date of the backup file provided by the client. It does not reflect the date the data was synced with Audit Sight.
What does a blank Last Sync Date mean?
If the Last Sync Date is blank, it means Audit Sight has never synced the data for that connection.
If you have any questions or need help troubleshooting connections, contact our support team:
📧 support@auditsight.com
