The Integrations Visibility Tool in Elvanto is a crucial feature that helps you manage and monitor the status of your integrations seamlessly. This tool categorizes integrations into three states: healthy, warning, and problem. Let's dive into each of these states and understand how you can effectively use this tool.
Healthy Integration
A 'Healthy' integration status indicates everything is functioning correctly, and no action is required from your end. This status is represented by a green indicator.
Key Points:
- Transactions: The tool displays the number of successfully sent and queued transactions.
- Funds: It shows the number of connected and unconnected funds.
- Accessibility: The healthy integration indicator is visible in multiple areas in Tithely Giving like the transactions, recurring gifts, fund management, and more.
Warning Integration
A 'Warning' integration status, signified by a yellow/orange indicator, suggests that some attention might be required, but immediate action is not necessary.
Key Scenarios:
- Incomplete Integration: This appears when the integration setup is partially completed. You can either complete the setup or delete the incomplete integration.
- Connect Fund Warning: If a new fund is created, you’ll receive a prompt to connect this fund. You have the option to connect or dismiss it. Emails will also be sent to notify Admins about the new fund creation.
- Location Disabled: If a location is disabled due to various reasons, you'll receive a notification to re-enable or dismiss it.
Problem Integration
A 'Problem' integration status is indicated by a red indicator. This status requires your immediate attention and action.
Key Issues:
- Failed Transactions: When transactions fail to send, you can export these transactions and import them into your integrated system.
- Important Steps: After manually importing these transactions, it's crucial to mark them as 'imported' in the Integrations Tool to avoid duplicate transaction attempts.
- System Incidents: In case of a large-scale system incident, you can view the affected transactions but cannot export them. Assistance can be sought from the support team.
Resolving Issues
- Export and Import Transactions: For problem integrations, export the failed transactions and manually import them into your system.
- Mark as Imported: Ensure to return to the tool and mark each transaction as 'imported' to prevent future duplicates.
- Support and Alerts: In case of duplicates or other issues, you will be alerted via email to take the necessary action.
The Integrations Visibility Tool in Elvanto is designed to give you a comprehensive view of your integrations' health. By understanding and responding to the different statuses - healthy, warning, and problem - you can ensure your integrations run smoothly and efficiently.