Connection status and troubleshooting

Reconnect or test an integration

Use the provider-specific reconnect or test action only after checking the workspace account and current connection status.

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Reconnect and test actions verify a specific workspace connection. They should be performed only by an authorised person with access to the correct provider account.

Steps

  1. Open Settings and select the relevant integration area.
  2. Review the displayed connection status and provider account context.
  3. Use the available reconnect or test action for that provider.
  4. Return to Integration Operations and review the resulting current status.

Security note

Do not place provider credentials, tokens or secret values in notes, messages or public content. Use the secured configuration fields provided by the workspace.

Use the approved provider account

Reconnect only when you are authorised to use the selected workspace account. Complete the provider sign-in and return to ScapeOne to verify the current connection, rather than copying credentials or tokens into notes.

Test the operation you need

A test result applies to the tested provider action. Review the result and any recorded error before attempting a customer, invoice, map or publishing action that depends on the connection.

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