The Integration Summary page in Ordermentum provides a comprehensive overview of your integration performance, allowing you to monitor the synchronisation of orders between Ordermentum and your connected platforms. Supported integrations include Unleashed, QuickBooks, Dear, Microsoft Dynamics, and MYOB Advanced.
Table of Contents
Overview of the Integration Summary
The Integration Summary page is designed to give you a snapshot of how well your integrations are performing. It displays critical data about the number of orders created, the number of orders successfully synced, and any orders that have encountered errors requiring your attention. This page is vital for ensuring that all your order data is accurately transferred to your connected platforms.
Supported Integrations
Ordermentum supports the Integration Summary page with the following platforms:
Unleashed
QuickBooks
Dear
Microsoft Dynamics
MYOB Advanced
Key Metrics and Insights
Orders Created
This section shows the total number of orders that have been created within a specific timeframe. This metric helps you keep track of all new orders that need to be synced with your connected platforms.
Example: The image indicates that 8 orders were created.
Total Orders Synced
This section displays the total number of orders that have been successfully synced with your integration. It provides a direct link to Logs of the exported orders.
Example: The image shows that 11 orders were synced, with several errors on specific days.
Orders That Need Action
This section lists any orders that encountered errors during the synchronisation process and require manual intervention. Each entry includes details such as the document number, customer name, type of document, timestamp, and a description of the error.
Example: The image shows three orders with errors, including issues with deleting or updating sales orders in Unleashed.
Note: The "Needs Action" section automatically clears unresolved issues after 3 days. While the goal is to resolve these errors within a day, the 3-day window accounts for weekends and other potential delays.
Next Steps
If you see any orders listed under "Orders That Need Action," it's essential to address these errors promptly to ensure all your data is accurately synced. You can view more detailed logs by clicking on the "View logs" link provided on the page.
Contact Support
If you're unable to resolve the errors or need further assistance with the integration, please reach out to our support team at support@ordermentum.com.