About the ScalePad integration center

Frankie Ryan
Frankie Ryan
  • Updated

The ScalePad integration center is your central view for managing all the tools connected to your ScalePad products. You can open it by clicking Integrations in the top navigation bar of ScalePad Hub.

Integration Summary

The Integration Summary shows the current state of all your connected integrations: 

  • Synced
    The number of integrations that are currently synced with ScalePad.

  • Syncing
    The number of integrations currently syncing.

  • Failing
    The number of integrations that are failing to sync.

Failing Integrations

If any integrations are failing, a Failing Integrations section appears on the page.

Each failing integration displays the following:

  • Integration
    The name of the failing integration.
  • Sync Data
    The data types the integration is configured to sync.
  • Failure Reason
    A description of what went wrong.
  • Last Sync
    The last time a sync was performed for the integration.

Click the integration name to open its settings and investigate further.

Sync Summary

The Sync Summary shows the total number of unique records synced across all your integrations, broken down by data type: 

  • Clients

  • Hardware

  • People

  • Contracts

  • Opportunities

  • Tickets

  • SaaS

Active Integrations

The Active Integrations table lists all your connected integrations. 

Each row displays the following:

  • Status
    Whether the integration is Active or Syncing.
  • Sync Data
    A count of each data type synced from that integration.
  • Last Sync
    The date of the last sync.

To open an integration's sync log, select Log from the overflow menu on any row.

Adding an integration

Click + Add Integration to connect a new tool to your account. 

For step-by-step instructions, refer to the specific integration article for the tool you want to connect.

Managing an integration

To open an integration's settings, click its name in the Failing Integrations or Active Integrations section. From the settings page, you can:

  • Edit credentials and configuration
  • Assign a nickname
  • Delete the integration

Multiple instances of the same integration

You can connect multiple instances of the same integration. This is useful if you manage assets across several separate accounts or environments.

When the same hardware asset appears in more than one integration, records are de-duplicated using the serial number or MAC address, so the same record won't appear twice in ScalePad.
For more details, see How we prioritize data from your integrations.

Data in your remote systems

Lifecycle Manager is read-only by default. It never creates or deletes hardware assets in your connected tools. If Two-Way Sync is enabled, Lifecycle Manager writes warranty dates (purchase and expiration) back to applicable fields in your remote systems. 
For more details, see Introduction to Two-Way Syncing.
 

🎙️ Interested in attending a live Q&A session with our Product Adoption team? Sign up to attend Lifecycle Manager Office Hours and get real-time answers to your questions.
Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket.

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