View the status of your business hub integration
This article describes how to view the status of your business hub integration in Cerby.
As a business hub Owner or Manager, you can view the status of your business hub integration directly on the Business Hubs page.
When you connect the first business hub in your workspace for an external app, Cerby runs a validation to confirm that the integration is correctly configured and working in your environment. After validation, the integration status might change over time due to account misconfigurations or changes in the external app.
In any case, viewing the status helps you quickly determine if the integration is working correctly, if it requires your attention, or if Cerby is actively addressing an issue.
To view the status of your business hub integration, you must complete the following steps:
Log in to your Cerby workspace.
Select the Business Hubs option from the left menu. The Business Hubs page is displayed with a table of integrations, as shown in Figure 1.
Figure 1. Business Hubs page in the Cerby web app dashboard
The integration status is displayed under the Status column, with the following as the possible statuses:
Under validation: The business hub has been successfully connected to an external app, and Cerby is currently validating if the integration works correctly in your environment.
Under review by Cerby: Cerby is currently reviewing and addressing issues identified during validation.
Action required: One or more integration flags are active on this integration and are preventing Cerby from completing automation jobs. The integration Owner or Manager must address each flagged issue and clear the flags. For more information, read the section Integration flags below.
Requires sync: Cerby has detected that the data for this business hub is outdated. The integration Owner or Manager must perform a manual data sync.
Sync failed: Cerby attempted to sync data from the external app but the operation failed. The integration Owner or Manager must review the issue and attempt the sync again.
Healthy: The business hub integration is working correctly, and the data for this business hub is up to date.
Integration flags
Integration flags are configuration issues detected on a business hub or its associated service account that prevent automation jobs from completing. When one or more flags are active, the business hub shows the Action required status.
Unlike general status indicators, each integration flag includes a message with specific context about the issue and the steps required to resolve it. After you address the issue, you can clear the flag yourself without contacting support.
The following are the possible integration flags:
Seat limit reached: The external app does not have enough available licenses or seats. Cerby cannot add users or update their roles until additional seats are available.
Invalid Business ID: The Business ID configured for this integration is incorrect, invalid, or does not match the expected account in the external app. Cerby cannot sync data, add, update, or remove users until the Business ID is corrected.
Insufficient permissions: The associated service account does not have the required permissions in the external app to perform the requested actions. Cerby cannot sync data, add, update, or remove users until the permissions are granted.
Service suspended: The subscription for the external app is inactive or deactivated. No automation jobs can run until the subscription is reactivated.
Configuration required: The integration requires additional configuration not covered by other flags. Review the detail message for specific instructions.
Incorrect credentials: The last automation could not complete because the service account has an incorrect username or password. Verify and update the service account credentials in Cerby.
MFA not managed: The service account has MFA turned on but Cerby does not manage it. Configure Cerby-managed MFA.
View and clear an integration flag
To view and clear an integration flag on your business hub, you must complete the following steps from the Business Hubs page:
Click the business hub with the Action required status. A side panel is displayed to the right with the Overview tab active, as shown in Figure 2.
Figure 2. Integration flag in the Cerby web app dashboard Select the Issues tab. All detected issues are displayed with their detail messages to understand what action is required.
Follow the instructions to solve each issue.
After completing the required actions, clear the flag manually.
Now you are done.
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