Integration Buttons Glossary

    Integration Buttons Glossary


    Article summary

    General Actions

    ButtonDetails
    Screenshot 2025-02-03 at 2.11.33 PM.pngThe "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.
    Screenshot 2025-02-03 at 2.16.46 PM.pngThe 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.
    Screenshot 2025-02-03 at 2.28.32 PM.pngThis "clock" clickable icon button opens a dialog with more information on the Read. This consists of importable objects, details, and actions.
    Screenshot 2025-02-03 at 2.41.25 PM.pngThis "Update" button is used to import new accounting integration data and update current Steelhead data.
    Screenshot 2025-02-03 at 2.45.36 PM.pngThis "box fill" clickable icon button is used for archiving the connection between the Steelhead object and accounting software object.
    Screenshot 2025-02-03 at 2.48.19 PM.pngThis "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.
    Screenshot 2025-02-03 at 4.28.42 PM.pngThe "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.

    Screenshot 2025-02-03 at 2.56.35 PM.png

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