Integration Buttons Glossary
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Integration Buttons Glossary
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General Actions
Button | Details |
---|---|
![]() | The "classical building" clickable icon button gives more details on the object's connection with the integrated accounting software. On hover, it will display the connection status, and the last updated date if applicable. On click, it will open a dialog displaying the object's integration history, including Read and Write requests. There is also the ability to dig further into requests, view logs, and archive requests. |
![]() | The red dot notifies the user that the object may be updated with new data. Click on the icon to view more details on the update available. |
![]() | This "clock" clickable icon button opens a dialog with more information on the Read. This consists of importable objects, details, and actions. |
![]() | This "Update" button is used to import new accounting integration data and update current Steelhead data. |
![]() | This "box fill" clickable icon button is used for archiving the connection between the Steelhead object and accounting software object. |
![]() | This "Ignore" clickable icon button is used to ignore the importable integration object. It is helpful for when one or some objects do not need to be included in a bulk import. |
![]() | The "play" clickable icon button found next to a Steelhead object will sync the data to the accounting software and also perform a read of all accounting software data. The button found on the integration will perform a read of all accounting software data. |
Bulk Actions
There may be multiple options that become available when the drop-down arrow next to the 'Bulk Import' button is clicked.
- Bulk Import: The displayed data will be imported/updated.
- Bulk Update: The displayed data with updates available will update current Steelhead data.
- Bulk Ignore: The displayed data will be removed from the Importable Integration Objects page. This data can still be imported later if desired, from the All Integration Objects page.
- Bulk Disconnect from Integration: The displayed data will be disconnected from the associated accounting software data.
- Bulk Archive Connected Steelhead Data: The displayed data will be archived in Steelhead.
- Bulk Un-Archive Connected Steelhead Data: The displayed data will be unarchived in Steelhead.
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