The Locations tab of the Integrations Dashboard lists every location with an active integration and its current sync status. The tab also holds the Sync buttons for re-syncing POS data. Selecting a location opens Integration Details, which shows the location, the health of its integration, and its manual sync history.
Learn more about the Dashboard in the Integrations Dashboard Overview.
From this page, users can:
Search, filter, and choose the columns in the location list.
Open Integration Details to review the health of a location and its recent jobs.
Re-sync POS data for one or more locations. See Re-sync POS Data from the Dashboard.
Open the Daily Sales Summary that a manual sync created.
Security
Users must have a User Role and one of the following permissions to view the Locations tab and Integration Details:
Administration → Integrations →
3rd Party POS View Only
3rd Party POS Sync
3rd Party POS Admin
Users must have the 3rd Party POS Sync or 3rd Party POS Admin permission to use the Sync, Trigger Sync, and Trigger sync buttons. Without one of these permissions, the buttons are disabled.
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Select Admin from the left navigation rail.
Under Integrations, select Dashboard.
Select the Locations tab.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Page Buttons and Fields
Locations Tab
Button/Field | Description | |
|---|---|---|
1 | Search | Narrows the list to locations that match the text entered. |
2 | Filters | Opens column filters for Location, Integration, Location #, Location ID, Import start time, and Sync (Is Syncable or Not Syncable). |
3 | Columns | Chooses which columns the list shows. Location, Integration, and Sync always show. Location ID, Location #, and Import start time are hidden until selected.
|
4 | Show Disabled | A toggle. No lists only enabled locations and is the default. Yes also lists disabled locations, shown dimmed. |
5 | Refresh | Reloads the list. |
6 | Row selection checkbox | Selects a location for a bulk re-sync. A checkbox is selectable only when the user has the 3rd Party POS Sync or 3rd Party POS Admin permission and the location can be synced. Selecting rows shows the number of integrations selected and the Trigger Sync button (9). |
7 | Location row | Opens Integration Details for the location. The open location stays in the page address. |
8 | Sync | Opens the Trigger Sync window for one location. The button does not appear or may be disabled (greyed out) when the integration cannot trigger a sync. Learn more about missing or disabled sync buttons below. |
9 | Trigger Sync | Opens the Trigger Sync window for all selected locations. See Re-sync POS Data from the Dashboard. The button is disabled without the 3rd Party POS Sync or 3rd Party POS Admin permission. |
Columns in the location list:
Column | Description |
|---|---|
Location | The location name and number. |
Integration | The POS vendor for the integration. |
Location ID | The identifier of the location. Hidden until selected. |
Location # | The location number. Hidden until selected. |
Import start time | The date and time the POS import starts for the location. Hidden until selected. Sync is disabled until this time passes. |
Sync | Contains the Sync button for the location. Always shown and pinned to the right. |
Missing or Disabled Sync Buttons
Not every location can use the Sync button. The button appears only for locations that import POS data through R365's updated import process. A location that is not on the newer process has no Sync button, because the Dashboard cannot start a new import for it.
R365 is working to move all customers to the newer import process. Until a location moves, contact R365 Support to re-sync its data. Include the location and the business dates to re-sync.
A Sync button that appears but is disabled (greyed out) has a different cause. Hover over the button to read the tooltip. See Re-sync POS Data from the Dashboard.
Integration Details
Button/Field | Description | |
|---|---|---|
1 | Tabs | Overview, Health, and Manual syncs. Overview opens first. |
2 | Header | The location name, the vendor and category, and an Active or Inactive label. |
3 | Close | Closes Integration Details. |
Overview Tab
Button/Field | Description | |
|---|---|---|
1 | Name | The name of the location. |
2 | Number | The number of the location. |
3 | Tenant | The tenant the location belongs to. |
4 | Vendor | The POS vendor for the integration. |
5 | Category | The integration category, for example POS. |
6 | Source System | [BEHAVIOR DETAIL NEEDED: what the Source System value tells a customer] |
7 | Can Trigger Sync | Yes when the integration supports triggering a sync. No when it does not.
|
8 | Created | [BEHAVIOR DETAIL NEEDED: what the Created timestamp records] |
9 | Updated | [BEHAVIOR DETAIL NEEDED: what the Updated timestamp records] |
10 | Source Updated | [BEHAVIOR DETAIL NEEDED: what the Source Updated timestamp records] |
Empty values show a dash.
Health Tab
Button/Field | Description | |
|---|---|---|
1 | Trigger sync | Opens the Trigger Sync window for this location. Appears only when the location can be synced. Disabled, with the permission tooltip, for users without the 3rd Party POS Sync or 3rd Party POS Admin permission. |
2 | 7-day success rate | The share of runs in the last 7 days that succeeded, with the number of successful and failed runs. A run that imports a business date with no sales counts as successful. |
3 | Recent jobs | Up to five recent runs, each shown as the date, the number of attempts, the duration, and the outcome. Selecting a run opens it on the Runs & Jobs tab. When no runs exist, the list shows "No jobs recorded yet" and a View all runs link. |
4 | Problems | Up to five failed syncs from the last 7 days. |
Manual Syncs Tab
# | Button/Field | Description |
|---|---|---|
1 | Sync row | One row for each manual sync. Shows the status, the date and time, the name of the user who started it, and the number of business dates. Expanding a row shows the status of each business date. |
2 | Business date | A business date in the sync, with its status. |
3 | Open Daily Sales Summary | An icon next to each business date. Opens the Daily Sales Summary for that date in a new browser tab, in the Smart Ops form or the classic form. Disabled with the text "No Daily Sales Summary for this business date" when none exists. |