Integration Management

So you’ve just connected your external apps... now what? Visor makes managing those connections a breeze. The Connections tab in the toolbar can help you do different things with each connected app like adding or removing connected fields, diagnosing sync errors, keeping track of your sync credits, and so much more.

The Action tab provides a high-level overview of each active connection in your workbook as well as tips for ensuring your connection remains healthy and your data remains accurate. These insights are uniquely based on your connection and are updated in real-time.

While the Action tab may replicate data found in other areas in the Connection Management window, it is not meant to be a comprehensive account of your connection status (for more information on your connection’s status, see the Activity tab). Rather, it might be helpful to think of the information on the Action tab as a list that draws your attention to the most important insights and helps you prioritize appropriately.

The Sync & Import tab allows you to quickly sync or import your data (separately or simultaneously), as well as manage any default settings related to either activity. It will also remind you of when the most recent sync or import took place, by whom, and how long ago. Clicking on the blue banner will bring you to the Activity tab where you can find more information about that operation as well as others— both completed and in progress.

Actions

The Sync & Import tab is home to your saved default import filter, which can be found and activated under the Express Actions section. Whichever import filters you selected when making your first import will be saved here as your default and can be edited at any time. (Please note that if you added a connection but never ran an import during your initial workbook setup, you may not have a saved import filter here.)

Configuration

Visor supports both one-way and two-way syncing, and you can configure whichever option you prefer under the Configuration section. One-way syncs can be helpful to you if you only want to pull data into Visor and never expect to make changes to that data, or if you’ve made changes in Visor that you don’t want to push yet. Enabling one-way sync will ensure that those changes will stay in Visor until you are ready to push them out.

If you want to run a custom or one-off import, click on “Preview and Import.” This will show you a preview of what Visor would import given your selections and from there, you can customize the filters for a one-off import.

Finally, for any connected apps with special settings (for example, Jira’s nesting feature), you will be able to configure those settings under this section of the Sync & Import tab as well.

Adding or Removing Fields

If you’d like to add or remove connected fields from your sheet, one way to do so is from the Fields tab of the Connection Management window. Simply select “Add or Remove Connected Fields.” You will then be able to check new fields to add or uncheck fields you’d like to remove from the list.

Use the search bar to quickly find the fields you are looking for. Newly created fields in connected apps are not automatically added to Visor when you sync your data, so if you don’t see the field you’re looking for, try refreshing your fields (this option is found under the Advanced Settings tab).

When you’re done adding or removing your fields, select “Save.” Visor will get to work right away making your changes to your workbook.

Visibility

This tab also allows you to quickly see the visibility selected for each field. If you know you’ve added a field to your sheet but you cannot find it, opening the Field tab of the Connection Management window will tell you if the field you are looking for has been hidden.

Field Utilization

The field utilization column can quickly let you know where the bulk of your data lies, as well as how your sync credits are being used. If you’d like to remove data from your workbook that is no longer being used, or if you are looking to cut down on the number of sync credits used with each sync, you can find that information quickly by looking at field utilization.

After syncing your data, you may notice the occasional red indicator in the top left corner of some of your cells and a red number next to the Connections tab in the toolbar. These indicators are Visor’s way of letting you know that it experienced a sync error.

There are a few reasons you may experience sync errors, but one very common reason is due to extra spaces in a name field. For example, the value in a Visor first name field may be “Jane “ but when synced with Salesforce, Salesforce may accept the value as “Jane” (without the extra space at the end). Visor noticed the difference between these two values and gives you the opportunity to confirm the change that was saved in the connected app.

To quickly review and resolve each sync error, open the Health tab in the Connection Management window. Visor will group like errors together, and explain the error for each group. By clicking on “Show details,” Visor will show you all records that experienced that particular sync issue.

You can also click directly on a field with a red indicator for more information on that single cell from any view.

The Activity tab can be thought of as a status report of all the recent operations related to the connection and its integration. For example, if you share responsibility for a workbook with a colleague, the Activity tab can help you catch up on where things last left off. You will find answers to questions like, “When was the last sync, and who ran it?” or, “How many items were imported during the last import, and was it successful?”

This tab documents progress live and in real-time— even if another colleague began an operation while this tab is open in your browser, that operation will be added to your tab immediately, without needing to refresh your page. The information found on the Activity tab can be filtered by type of activity, how it started, or status. You can also see how many sync credits each operation used.

If you click on “Show Details,” Visor will provide more information about that operation like when it started, how long it took, and who started it. You will also find an operation ID which can be helpful when corresponding with Visor customer support. The information found under “Show Details” will also contain any health notifications associated with that operation which can help you understand why the sync experienced any errors. Clicking on an error will bring you to the Health tab and highlight the item for your review.

Connection Management

The options found under the Connection Management heading pertain only to this connection in just this workbook. It does not relate to other connections, or outside of this workbook. For example, if your workbook had two Salesforce connections, the options under Connection Management would only pertain to the Salesforce connection highlighted in the leftmost section of the Connection Management window.

Removing the connection would result in deleting the connection field and all of its connected fields. If the connection (or any of its connection fields) is selected as the primary label, this option may be disabled. If that is the case, you’d have to set up a field that is not related to the connection and designate that field as the primary label first, then you’ll be able to delete the connection field (or any of its connection fields) from your workbook.

Integration Management

The options found under the Integration Management heading will pertain to all of the connections related to that connected app for all workbooks in this workspace. This section provides a handy way to refresh fields, reauthorize Visor’s access to your connected app, and understand more technical details related to your integration with Visor. For more information about each, read on: