If an integration is not connecting, is showing the wrong status, or is not syncing in 3PM Base, use this guide to check the connection and identify the next step. The Integrations area includes connections for business systems such as accounting, payroll, email, messaging, and storage.
Hnry Integration is currently unavailable from the Integrations area. You cannot connect it from 3PM Base until it is made available in your account.
On the Free tier, 3PM Base allows a maximum of 2 integrations. Premium has unlimited integrations. If you have reached the Free tier limit, remove an existing integration or upgrade to Premium before trying to add another one.
Only an Admin or System Administrator can connect, disconnect, or manually sync QuickBooks Integration or Hnry Integration. If you do not have one of these roles, ask an Admin or System Administrator to complete the task.
A connection can be saved without being activated when the Free tier integration limit has been reached. In that case, 3PM Base keeps the credentials saved but requires an upgrade to Premium before the integration can be activated and sync data.
Open the integration details and check Status. A connected integration can show as Active or Inactive. An Inactive integration cannot be manually synced. Refresh the page, then check the status again.
Warning: Disconnecting removes the saved connection from 3PM Base. You will need to authorize the provider again before data can sync.
If the provider window reports that the authorization has expired or failed, close it and start again from Connect. Do not reuse an old provider window or an old authorization attempt.
A SyncLog records the result of a synchronization, including whether it succeeded, failed, or completed partially. It can include the start and completion time, the number of items attempted, successful items, errors, and the items affected.
3PM Base does not currently provide a customer-facing SyncLog screen in the Integrations area. Use the integration's displayed last sync time and status as your first check. If you need a detailed SyncLog review, include the integration name, the connected company or business, the approximate time of the sync, and any error message when you contact support.
For an active connection, an Admin or System Administrator can select Sync Now. The integration refreshes its displayed last sync time after a successful sync. If the integration is inactive or disconnected, manual syncing is not available.
Try the connection or sync again when:
For a connection failure, start a new attempt rather than refreshing an old authorization window. For a sync failure, wait briefly, refresh the status, and then select Sync Now once. Avoid repeatedly selecting the action while it is still Syncing.
Contact your 3PM Base administrator first if you need an Admin or System Administrator to connect, disconnect, or sync an integration, or if your account has reached the Free tier limit of 2 integrations.
Contact support if:
Include the integration name, connected company or business, the time you tried, the displayed Status, the last sync time, and the complete error message. Do not send passwords, access tokens, or other private sign-in details.
