Applicability
This article applies to the following situation:
- You have configured a connection from a system such as QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc.
- You configured automated (recurring) imports of transactions from your connection
- You want to know how to cancel or review synching status
Explanations
Here are the steps to review sync status and cancel automated imports:
- Login to your workspace
- On the left pane, click on "Transactions > All Transactions"
- Click on the "Automated Imports" tab
- Review sync dates
- One date shows when our sync last ran
- One date shows the timestamp of the most recent record change at the source
- To cancel the automatic import, click on "Cancel"
Learn more about synchronization status here.