Integration Troubleshooting
Last updated May 10, 2024
Introduction:
Integrating Brex with your accounting or financial tools can streamline workflows but may occasionally present challenges. This guide outlines common integration issues and solutions to help you troubleshoot and maintain seamless connectivity.
Steps for Integration Troubleshooting:
- Check API Credentials:
- Verify that your API key or OAuth tokens are up-to-date and authorized.
- Ensure that the credentials used have appropriate permissions for the intended tasks.
- Review Data Mapping Configurations:
- Confirm that data fields between Brex and your connected tool are accurately mapped.
- Adjust the field mappings if recent changes in either system have affected the data flow.
- Confirm Connectivity Status:
- Check the network status and ensure that there are no firewall rules blocking the data transfer.
- Confirm that the Brex API endpoint URLs are correct and reachable.
- Update Integration Settings:
- Review your integration settings to identify and resolve misconfigurations.
- Update integration rules, syncing schedules, and permissions to align with your current workflow.
- Check for Software Updates:
- Make sure that both Brex and your connected tool are running the latest software versions.
- Updates often contain critical bug fixes and improvements that could resolve integration issues.
- Examine Error Logs:
- Analyze error logs or messages generated by Brex or your other tool to identify the root cause.
- Consult the relevant documentation for interpreting specific error codes and recommended actions.
- Test with Minimal Data:
- Temporarily disable non-essential rules or data transfer settings to isolate the issue.
- Test the integration with a minimal data set to identify which data elements may be causing problems.
- Contact Support:
- If issues persist, reach out to Brex customer support for assistance.
- Provide a detailed description of the problem, along with any relevant error logs or troubleshooting steps already attempted.
By following these troubleshooting steps, you can quickly diagnose and resolve integration issues, ensuring that your data flows seamlessly between Brex and other business tools.
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