This page has been created to help you should you have an entity that is failing to sync, and the Validation Message says you have an unlinked related record.
- Copy the 'Id' of the Account/Contact/InvoiceTax/TrackingCategory mentioned in the validation message.
- Then, select view 'unlinked' or 'all' on the filter at the top of the table.
- Enter the 'Id' into the search bar filter and you should see your unlinked record.
- Re-link this and click the sync button. This is step one to getting your record syncing again. It is possible you will continue to have errors when syncing unlinked records across, which you will need to remedy as well.
Unlinked/Linked - What does this mean?
Integrating between Re-Leased and your chosen Accounting Provider can be challenging. There's things that can go wrong with syncing the data between the two. This could be due to a few reasons but is usually because whatever you are doing in Re-Leased cannot be done the same way in your accounting provider. There might be other scenarios where something has gone wrong and data has become rotten. Either way, this is how to handle these situations.
By default a record is 'Linked'. This means that syncing is enabled for that record. When you click that 'Sync' button in Re-Leased, we will consider this record when updating information between the two systems. For instance, if you have your contact called 'bob' in Re-Leased and you click sync, we will sync that record because that record will have 'Linked' set by default.
If something has gone wrong during the sync you will be directed to the 'Sync Results Page' to investigate. Let's say you tried to make a contact with a name the length of 50 characters. Your Accounting provider might not accept that and it will result in a validation message on the table. Your options at this point is either, remedy or un-link. Remedy, in this case would be renaming your contact to a more suitable length. If you feel remedying is not possible, your last option is to un-link. This means that your record will not be considered when you click 'Sync'. To be more exact, you record will be ignored from all future syncs.
Why is un-linking last resort?
Once you an un-link a record, it will no longer update information between systems. Back to our contact example, you have decided to un-link the record. This will affect all information related to this contact. For instance, if you use your unlinked contact on an Invoice, Credit Note or Payment, then that record will fail to sync as well because you need a valid contact on these entities, for that entity itself to be valid. This is an undesirable situation so take this into consideration before un-linking.