Understand the first synchronization
Follow first-import states and check initial accounts without confusing in-progress processing with an error.
Updated
In short
The first synchronization progressively imports data authorized by your connection. Its screen shows connector state, the latest run, and any error that needs action. Wait for processing to finish before deciding an account is missing, then check a few accounts, contacts, and documents in Billabex. Read models can appear with a short delay after import.
Expected result
The connection finishes without a blocking error and sample accounts show the expected contacts, invoices, and payments.
Before you start
- The Pennylane or Zoho Books connection is active.
- Choose two or three known source accounts for the verification sample.
Procedure
- Open Settings > Integrations, then the connection detail.
- Locate its state, latest-attempt time, and any message asking for action.
- Let processing finish without starting several synchronizations in parallel.
- Open Customer accounts and search for the accounts in your sample.
- Compare contacts, invoices, credit notes, and payments with the source while allowing for a short display delay.
What Billabex does
Import and Billabex read-model updates are asynchronous. A connector can finish one stage while lists are still updating. Filters configured on the connection may also intentionally exclude some accounts.
If the result is not what you expected
- A reconnection state requires new authorization before another import can run.
- When only some accounts are missing, check connection allowlist or blocklist filters.
- For a persistent error, record the connector, time, affected source account, and exact message displayed.