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Manage connections and read sync status

5 min readAdministrators

Manage your connected integrations from the Integrations page, where you can add or update connector credentials, review whether a connector is active and configured, and start sync or backfill jobs when they are available. The page also shows whether secrets are present versus whether a connection has actually been authenticated, so you can tell configuration from a working connection.

Before you start

  • You need access to the workspace with the administrator role for actions that change integrations or trigger syncs.
  • The Integrations page must be available in your current plan or workspace entitlements.
  • For Plaid actions, the Plaid Link browser script must finish loading before you can connect or reconnect a bank.
  • For sync or backfill actions, manual sync must be enabled for the workspace when the page or action requires it.

Open Integrations

Go to Settings and open Integrations. The page lists the connector instances for the current workspace and shows each one’s status, whether it is configured, and any missing required secrets or missing required configuration.

  1. Open Settings.
  2. Select Integrations.Integrations
  3. Review the connector cards and their status labels.

Read connector status

A connector can show as active or inactive, and its configured state depends on the required secret fields and any required non-secret configuration. For ERPNext, the company name must also be present. A connector can have secret values saved without being fully configured if a required field is still missing.

  • Configured means the required secret fields are present and any required non-secret fields are filled in.
  • Missing required secrets lists the credential fields that still need to be saved.
  • Missing required config shows non-secret fields that are still incomplete, such as ERPNext company.
  • Secret fingerprints appear in the list as saved-secret indicators, not as the secret values themselves.

Add or edit a connector

Use the connector card for the integration you want to manage. Some cards let you save credentials directly. Mercury also has a connector-management modal for choosing an existing Mercury connector, saving its API key, refreshing accessible accounts, selecting accounts, or adding a new Mercury connector.

  1. On the connector card, enter the requested fields for that provider.
  2. Select Save Credentials, or for Mercury open Manage Mercury Connectors and work in the modal.Manage Mercury Connectors
  3. If you are creating a new Mercury connector, enter a display name and optionally an API key, then select Add Connector.Add Connector
  4. If you are updating Mercury, choose the connector instance first, then save the API key or account selection you want to use.

Provider fields you can save

Visible credential fields on the Integrations page
ProviderVisible fieldsNotes
MercuryMercury API keyThe Mercury modal also lets you refresh accounts, choose account access, and add a new Mercury connector.
WiseWise API token; Wise API base (optional)The base URL is optional and can be left blank.
PayPalPayPal client_id; PayPal client_secret; PayPal base_url (optional)The base URL is optional.
ERPNextERPNext base_url; ERPNext api_key; ERPNext api_secret; ERPNext companyThe company field is required for a complete ERPNext setup.
ShopifyShopify shop_domain; Shopify access_tokenThe shop domain and access token are saved together.
FlexportFlexport api_token; Flexport api_base (optional)The base URL is optional.
PlaidNo secret field on this page; use Connect Bank (Plaid) or ReconnectPlaid connection uses the Link flow and then syncs through the connector.

Connect or reconnect Plaid

The Plaid card can connect a bank account or reconnect an existing one. If the Plaid Link SDK is still loading, the page shows Loading... and the Plaid buttons stay unavailable until the browser finishes loading the script.

  1. On the Plaid card, select Connect Bank (Plaid) to start a new connection.Connect Bank (Plaid)
  2. If the connection already exists and is configured, select Reconnect to update it.Reconnect
  3. Complete the Plaid Link flow in the browser window.
  4. After a successful connection, the page updates so you can see the connected status and continue with later sync actions.

Trigger sync or backfill

Use Trigger Sync for a normal connector sync, or Trigger Backfill when you need a bounded historical window. Both actions depend on the workspace allowing manual sync. The Sync from date field supplies the starting date used by sync actions, and the backfill form also uses since and until values.

  1. Set Sync from date if you want the manual sync window to begin from a specific date.Sync from date
  2. On the connector card, select Trigger Sync when you want the current connector to sync accounts and transactions.Trigger Sync
  3. Use Trigger Backfill when you need a historical range. Fill in since and until before submitting.Trigger Backfill
  4. If manual sync is disabled, enable it in your workspace settings or ask an owner or admin to do so before trying again.

Mercury account selection

Mercury connectors can show a list of accessible accounts. You can refresh that list, select which accounts should sync, and save the selection. The page displays the account name, last four digits when available, type, and status.

  1. Open Manage Mercury Connectors.Manage Mercury Connectors
  2. Choose the Mercury connector instance you want to manage.
  3. Select Refresh accounts to load the available Mercury accounts.RefreshRefresh accounts
  4. Check the accounts you want this workspace to use, then select Save account selection.Save account selection

Expected result

After a successful save or sync request, the page updates the connector card, refreshes the saved integration data, and may show a queued sync run id or a configured status. For Mercury account selection, the page confirms how many accounts were connected and notes that recent transactions are syncing.

If something fails

If a save or sync fails, the page shows an error message and keeps the current screen in place. For Plaid, wait until the Link script finishes loading if you see a loading message. For manual sync or backfill, check that the workspace allows manual sync and that you filled the date fields in the expected format. If you changed credentials or account selections and the page still looks stale, use Refresh to reload the connector list.

  • If the page says the feature is not available, your workspace may not have the needed entitlement.
  • If a field is blank or invalid, correct it and save again.
  • If Plaid Link does not open, retry after the script finishes loading.
  • If manual sync is disabled, ask an owner or admin to enable it before retrying.
  • If a Mercury connector save fails, try refreshing the connector list and re-opening the Mercury modal.

Updated

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