ConnectWise: Integration Logs

Overview
Using the Sync Info & Logs Screen
Accessing the Sync Info & Logs Screen


Overview

Bi-directional integrations can be complex, and with differences across the systems for business rules, data architecture, and unaccounted-for API changes, there are times where an expected sync doesn't work as planned.

In order to give those managing synced projects the insight into when ConnectWise API requests do not succeed as well as when the integration performs an action which we feel should be surfaced to an end-user, we have added user-facing Integration Logs and API Request Details to the integration. 


Using the Sync Info & Logs Screen

The "Sync Info & Logs" screen is made up of mainly two sections: the Filter section, and the Log Records section.

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With the filter, you have the ability to search for log records by:

  • Date Range: Select a date range with a maximum timespan of seven days
  • Log Level:  Choose to view Error and/or Info logs
  • Project: Filter for logs related to a specific project
  • ConnectWise Object Type: Allows you to filter for only logs affecting a specific ConnectWise object type (e.g., project, project ticket, schedule entries, etc.) 
  • ConnectWise ID: When the ConnectWise Object Type field is set to "Project," "Ticket Note," "Schedule ID," "Project Tickets", or "Time Entry," then resulting logs will be filtered based upon the ConnectWise ID entered
  • Include Children: When the ConnectWise Object Type field is set to "Project," "Phase," or "Project Tickets," an additional checkbox appears offering the option to "Include Children" as well.

After you have made any changes to the filter, you will need to press the Apply button to query the database for the updated set of logs. 

You can toggle between reviewing the "API Request Details" versus the "Integration Logs" by switching between their tabs. While both use the same filters, there is a slight difference between the results of the two: 

  • The API Request Details are a listing of all the ConnectWise API requests sent from your Moovila enterprise and the connected ConnectWise instance. This allows you to verify whether an API request was successful in creating, updating, or removing an object in ConnectWise after a change was made in Moovila. The details of when it was requested, the HTTP method, request URL and contents, and the returned HTTP status and response.
  • The Integration Logs include explicitly written logs to let you know when specific API errors occur as well as when particular actions are made in Moovila either by a user or the integration itself. Here is a sample of some of the explicitly written logs. As we continue to refine the integration, more log scenarios will be added over time.
    • Integration was manually enabled/disabled
    • Integration was automatically disabled because of rate limiting
    • Project sync was initiated from Moovila/ConnectWise
    • Project sync was manually enabled/disabled
    • Project sync was automatically disabled because the Moovila project was archived
    • Integration configuration was updated
    • Task sync failed because the ticket in ConnectWise cannot be saved with its existing Ticket Type
    • Time Entry sync failed because the timesheet is closed in ConnectWise
    • Time Entry sync failed because the task is closed in ConnectWise

Accessing the Sync Info & Logs Screen

There are three ways to access the Sync Info & Logs screen:

  • From within a synced project, if you navigate to the top-navigation's More menu, then to the ConnectWise Sync and Info menu item, you see at the bottom left of the modal the button for the Integration Logs. This will open the Sync Info & Logs screen, hard-filtered to the project from which you're navigating.
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  • From the ConnectWise integration configuration's Overview tab, there are two ways to access the Sync Info & Logs screen. First, at the top right of the tab, there is a Logs icon which opens the screen. You can also access the screen from the Project Sync Status listing, by clicking on Logs icon found within the Logs column for each synced project. Like opening the Sync Info & Logs screen directly from the synced project, this screen will be hard-filtered to only search against logs related to the project from which it was opened. 
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