Skip to content
More support Customer portal
  • There are no suggestions because the search field is empty.

Vendor Integrations FAQ

A quick list of General Vendor Integration FAQ

With so many integrations to choose from, you might wonder how to get them all set up! With our mission to make billing reconciliation easier, we have focused on making these integration setup steps consistent and quick across your tool stack. Within this FAQ, we will share any general tips that apply to most.  For specific use cases, you will find the steps within their respective articles.

Table of Contents: 

What happens to my vendor-integrated data when the next billing cycle starts?

When a new billing cycle starts, or we receive updated numbers from the PSA, we will use the last vendor billing we have on record to display.  This is because vendor billings can be received at various times throughout a billing cycle. 

If your vendor integration can be pushed on demand, it is recommended to ensure a fresh sync before reconciling. 

My integration looks stale or isn't syncing. How do I get it back up and running?

  1. From the left navigation menu, go to Data Sources > Integrations.
  2. Filter to view your connected integrations and select the one you want to fix.
  3. Click Configure, then API Authentication.
  4. Click Authenticate. This is the same flow you used when you first set up the integration; there is no separate reauthenticate button.
  5. If it authenticates successfully, click Sync Now to push a fresh sync.
  6. If it doesn't authenticate, you will likely need to regenerate your API key on the vendor's side, then try authenticating again.

I have more than one instance for a vendor. Can I connect two different instances? 

Sometimes, companies might have a portal for regular customers and one for monitoring, or simply two for any reason.  In this case, you can connect one using a direct connection, and for the other,  you could build a custom integration. Don't worry. We can help!