Integration Connection Problems

When you set up an integration, you can test the connection to make sure it's working. If the test fails, here's what to check.

Most common causes: - Incorrect API key - API key has expired - Missing permissions on the connected account - Network issues

Step-by-step fix: 1. Double-check that you copied the full API key 2. Make sure there are no extra spaces before or after the key 3. Try generating a new API key from the other service 4. Check that your account on the other service is still active

Connection timeout: If the test is taking too long and timing out, try again. Sometimes network delays cause temporary failures.

API keys are like passwords that let SalesPartner talk to other services. Here's how to get them right.

Finding your API key:

Monday.com: 1. Log into Monday.com 2. Click your profile picture → Admin 3. Go to API section 4. Copy your personal API token

Slack: 1. Go to api.slack.com/apps 2. Create or select your app 3. Find the OAuth token in "OAuth & Permissions"

Common mistakes: - Copying a partial key (make sure you get the whole thing) - Using a token that's for a different purpose - Using a key from a different account

Key expires or stops working: Some services expire API keys for security. If your integration suddenly stops working, try generating a new key.

Tip: After entering a new API key, always use the "Test Connection" button to verify it works.

If your integration is connected but data isn't showing up in the other service, here's what to check.

Is the integration enabled? Go to Settings → Integrations and make sure the toggle is turned on. The integration won't send data unless it's enabled.

Check what gets synced: Not all data is synced automatically. Check our integration documentation to see what information is sent to each service.

Timing: Data is usually sent within a few minutes. For some integrations, there may be a slight delay. Wait a few minutes and check again.

Specific fields missing: If most data syncs but some fields are empty, the required information might not be collected yet. For example, if a lead hasn't provided their email, that field will be blank in the synced data.

Historical data: Most integrations only sync new data going forward. Leads created before you set up the integration won't be synced automatically.

Sometimes you need to re-connect an integration. Here's when and how.

When to re-authorize: - After changing your password on the other service - If you get permission errors - If the integration was disconnected from the other side - After revoking and re-granting access

How to re-authorize: 1. Go to Settings → Integrations 2. Turn off the integration 3. Clear the API key field 4. Enter your new API key 5. Turn the integration back on 6. Test the connection

OAuth integrations: Some integrations use OAuth (you logged into the other service to connect). If these stop working, you may need to disconnect and reconnect them completely.

Permissions changed: If someone changed permissions on your account in the other service, you might need to re-authorize with updated access.

Here are specific error messages you might see and what they mean.

"Invalid API key" The key you entered doesn't match what the service expects. Double-check that you copied it correctly or generate a new one.

"Permission denied" Your API key doesn't have the right permissions. In the other service, make sure your token has access to the features SalesPartner needs.

"Rate limit exceeded" Too many requests were made too quickly. Wait a few minutes and try again. This usually resolves itself.

"Connection timeout" The other service took too long to respond. This is usually temporary. Try again in a few minutes.

"Service unavailable" The other service might be having issues. Check their status page or try again later.

"Authentication failed" Your credentials are no longer valid. Generate a new API key and update your settings.

If you can't get an integration working, here's how to get help.

Before contacting support: 1. Confirm your API key is correct by testing it in the other service 2. Check that the integration is turned on 3. Try disconnecting and reconnecting 4. Note any specific error messages

Information to provide: - Which integration you're trying to set up - The exact error message (if any) - When the problem started - Whether it ever worked before

Check the other service: Sometimes the issue is on the other service's side. Check their status page or support documentation.

Webhook issues: If you're using custom webhooks, make sure your endpoint is publicly accessible and responding with a 200 status code. Use a service like webhook.site to test that your endpoint is receiving requests.