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Troubleshooting your CRM Integration
Troubleshooting your CRM Integration

Troubleshoot the most common errors for CRM integrations

Rikke Søndergaard avatar
Written by Rikke Søndergaard
Updated over a week ago

Real-time and Full Sync Troubleshooting

Here you will find a collection of questions and answers that will help you troubleshoot the most common errors in the webCRM, Efficy Enterprise, Microsoft Dynamics 365 and Lime CRM integrations.


In this Article


Troubleshooting Real-time Sync

If you recently changed your Contact Cards in your CRM, and Profiles don't contain the new information, either the integration encountered an error or the field mappings haven't been updated.

Whenever you add new data fields into your Contact Cards that you want reflected in APSIS One, head over to your CRM integration settings to map them to APSIS One Attributes.

Access the integration from the left side menu and remember to choose the Section the integration is installed on.

1. Check for Errors

Check the Settings tab to see if there have been any Real-time sync errors.

If there have been Real-time sync errors, a red warning is displayed on the Settings tab.

For information about why the message was not processed, click Show Errors. A table with the latest errors will pop-up. The most common errors are:

  • Invalid email address

  • Invalid phone number

2. Is there an ongoing Full Sync?

A Full Sync will temporarily pause Real-time Sync. After the Full Sync is complete, the Real-time Sync will try again to update your Contact Cards.

3. Do the fields in the Contact Cards match our supported data formats?

Please refer to our Supported Data Formats article for more information about email and phone number formats.

4. Check Field Mappings

Find and open Integrations in the left menu. Enter the Integrations tab and locate your CRM integration.

Click Edit.

Enter the Mappings section and make sure that your Contact Card data fields are mapped to Attributes. If they are not mapped, they will not be synced.


Troubleshooting Full-time Sync

If your APSIS Profiles don't match your Contacts in CRM, it's important that you check your latest Full Syncs.

Your Profiles might not be up to date because of either an ongoing, incomplete, cancelled or failed Full Sync. Continue reading below to learn about each scenario.

1. Check Sync Status

1. Enter the Integrations tab in the left menu and locate your CRM integration.

2. Click Edit and enter the Full Syncs tab to check the status of the Full Sync.

Is a Full Sync in Progress?

3. If it's not marked as Complete, chances are the Contact related to the Profile has not yet been reached. Please wait until the Full Sync is complete and check the Profile again.

Is the latest Full Sync Complete?

4. Check the errors to see if any Contacts failed to import. Click Show Errors for more details.

The most common errors are:

  • Invalid email address

  • Invalid phone number

2. Do the fields in the Contact Cards match our supported data formats?

It is important that the data in the CRM fields match the supported data formats in APSIS One. Please refer to our Supported Data Formats article for more information about email and phone number formats.

3. Is the latest Full Sync cancelled? Did the Full Sync Fail?

The reason your Contact is not up to date can be due to an incomplete or failed Full Sync.

Please run a Full Sync again and check if the Contact is up to date once it's been completed.


Need a hand?

If you've gone through all the options described in this article and didn't find a solution, reach out to our Support.

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