Although the Intempus-Uniconta Integration solution is designed to run automatically, there are some regular maintenance tasks you should be aware of to ensure that the system runs optimally.
1. Monitoring of synchronization activity: #
- Use the Google Sheets dashboard to regularly monitor sync activities. This helps you keep track of whether data transfers are successful and identify any errors that require attention.
- Tip:: Check the dashboard at least once a week to make sure everything is running smoothly and no errors have been overlooked.
2. Updating credentials: #
- If your API credentials or access keys for Intempus or Uniconta expire or change, you must update them in the integration settings to maintain the connection between the systems.
- Tip:: Be sure to update credentials immediately after changes to avoid interruptions in data synchronization.
3. Validation of user-defined fields: #
- If you have created custom fields in your integration, you must regularly review and validate that these fields are still correctly mapped between Intempus and Uniconta. This ensures that data is synchronized as expected.
- Tip:: If your business processes change, contact our team to adjust the field mappings.
4. Handling of error messages: #
- Ensure that error messages are received and handled quickly. The system will notify you of synchronization issues, but it is important to ensure that the appropriate team members monitor and respond to these notifications.