Checking Jobs

The Jobs tab is where you can see the status of any import and export jobs configured for your tenant. This includes:

  1. Import Jobs - used to bring data into
  2. Export Jobs - used to push data from into your transactional systems such as

On the Jobs tab, you can view the status of these jobs and also kick off the jobs manually.

Navigating the Jobs Tab

  1. Click the Profile icon in the top right corner of your screen to access the Settings Menu.
  2. Select Jobs.
  1. View the status of all jobs completed in the platform (e.g. "Notes Extract," "Accounts Extract," or "CRM Sync").
  2. Migrate the changes made in to your CRM when you're ready.



For more information on data integration and how to integrate - contact your Business Partner.