Autotask: 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 Autotask 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 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.

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.
• HTTP Method: Makes it possible to filter down to specific types of calles--"Get", "Post", "Patch", or "Delete".
• Project: Filter for logs related to a specific project.
• Autotask Object Type: Allows you to filter for only logs affecting a specific Autotask object type (e.g., project, task, time entries, etc.).
• Autotask ID: When the Autotask Object Type field is set to "Task," "Task Note," or "Time Entry," then resulting logs will be filtered based upon the Autotask ID entered.
• Include Children: When the Autotask Object Type field is set to "Project," or "Task," 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 Autotask API requests sent from your Moovila enterprise and the connected Autotask instance. This allows you to verify whether an API request was successful in creating, updating, or removing an object in Autotask 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.

Accessing the Sync Info Screen

There are three ways to access the Sync Info screen:

• From within a synced project, if you navigate to the top-navigation's More menu, then to the Autotask Sync and Info menu item, this will open the Sync Info screen, hard-filtered to the project from which you're navigating.
  
   

• From the Autotask integration configuration dialogue, there are two ways to access the Sync Info screen. First, at the top right of the dialogue, 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. Clicking on the project link in the integration configuration dialogue will take you directly to that project.