Integrating Forcing a manual sync with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
When transactions have not synced to your accounting system, the best way to make sure these transactions sync is to perform a manual sync of your accounting system. To do this, click on the accounting icon in the top right corner of the screen.
A pop up will appear asking for your email address. This is required so Workshop Software can email you a report of any errors that may occur. Enter your email address in the provided field and click sync
You will now see a green banner notifying you that the sync has started. Wait 1 hour, then make sure all transactions have synced correctly.
If the problem still exists, it may require another manual sync. Please do a manual sync again, wait an hour and check if the problem still exists.
Note that sometimes the system may require multiple syncs in order to sync multiple records to your accounting package, for example, the customer needs syncing first, then the invoice will be synced.
If the problem still exists, please run the event log and see what the error might be. To run the Event Log, choose “Reports ==>> Business Reports ==>> Log reports ==>> Event Log. Please check help.workshopsoftware.com and search for “sync error” and check the guides on your particular accounting system.
Good to Know
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings. Disconnecting does not delete any data that has already been synced.
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