Daily Tasks

How to Check and Manage Revenue Integration Status in Docyt

Steps to Check Integration Status

  1. Sign In:

    • Go to Docyt and sign in.
  2. Access Integrations:

    • Click on the gear icon in the top right corner.
    • Select 'Integrations' from the dropdown menu.
  1. Select Business:

    • Find and select the business name for which you wish to configure the integration.
  2. View Integration Status:

    • A banner will display the integration status for the selected business.

Status Labels

  • Green “Active” Label: Your integration is working fine.
  • Yellow or Red “Paused” Label: Your integration is paused and needs attention.
  1. View History:
    • Click on the three dots next to the integration.
    • Select 'View History' from the menu.

Checking Daily Status

  • Calendar View:
    • You can view a calendar showing the daily status of revenue report integration.

What to Do if Integration is Paused

  • Yellow or Red Label:

By following these steps, you can easily check and manage your integration status in Docyt, ensuring your data is up-to-date.