In Datarails, data can either be uploaded manually to a Filebox or synchronized via integration. This article outlines the process of syncing data within an Integration Filebox.

To start syncing data, you'll first need to create an Integration Filebox. Learn more about Datarails integrations methods and Integration connection step by step guides.

Once you have connected your system to Datarails via an integration, data is seamlessly shared between your systems and Datarails.

Integration Fileboxes have their own page: Setup > Integrations. They don't appear in the Workspace. Learn more about Managing Integration Fileboxes.

Sync Permissions

In order for you to sync a new Filebox version via integration, two conditions must be met. First, the relevant Filebox must be shared with you. Second, access to the connected data source is required. Without access to the data source, syncing will not be possible.

Users with access to Integration Filebox can request sync permission by asking the Admin or the CSM to share the data source connected to the Filebox with them.

Request Syncing permissions

If you don't have access to the data source, the 'Sync' button on the Filebox is disabled. Its tooltip reads: "To sync you need access to the integration source. To request access please contact your administrator".

1. Contact your Admin or CSM.
2. Ask them to share the data source connected to the Filebox with you. See Grant Syncing permissions.
3. Once the data source is shared with you, the 'Sync' button becomes available.

Grant Syncing permissions

To grant syncing permissions, follow these steps:

1. Open the relevant Filebox.
2. Click the Filebox settings (gear) icon on the Versions page.
3. Identify the connected data source in the 'FileBox data connection type' field.
4. Navigate to Setup > Integrations and open the 'Data sources' tab.
5. Select the relevant Data Source.
6. Click on the three dots ellipsis icon and choose 'Share'.
7. In the 'Invite members to <name>' window, click 'Invite', add the user's email or Group, then click 'Invite'.

Scheduled Sync

Set up a specific time interval for Automatic Filebox synchronization.

1. Navigate to the Filebox.
2. Click the Filebox settings (gear) icon on the Versions page.
3. Go to 'Set sync frequency'.
4. Choose your preferred frequency.
5. Confirm your selection by clicking 'Save'.
6. The 'Date tag offset' section will appear (interacts with the Filebox Date tag).
7. Select 'Current & Previous <date tag>' (for example, 'Current & Previous Month') or customize the timeframe by clicking 'Custom'.
8. Save your new sync schedule by clicking 'Save'.
9. Automatic synchronization will now occur based on the selected time interval and timeframe.

You can also open the sync schedule from Setup > Integrations: click the three dots ellipsis icon on the Filebox row and select 'Sync settings'.

Manual Sync

Sync the Filebox on demand. You can sync a single Filebox from Setup > Integrations or from the Filebox itself, or several Fileboxes at once from Setup > Integrations.

Sync from Setup > Integrations

1. Navigate to Setup > Integrations and open the 'Integration Fileboxes' tab.
2. Find the relevant Filebox and click 'Sync' on the row, or in the three dots ellipsis icon. The menu item is hidden on locked rows.
3. To sync a new version, click 'Sync' or select a Date tag and then click 'Sync'.
4. If the sync is successful, the new version will appear in the Filebox.
5. If the sync fails, refer to Integration Filebox Troubleshooting.

Sync from Filebox

1. Open the relevant Filebox. From Setup > Integrations, click on the three dots ellipsis icon and select 'Go to Filebox'.
2. Click the 'Sync' button at the top of the Versions page.
3. To sync a new version, click 'Sync' or select a Date tag and then click on 'Sync'.
4. If the sync is successful, the new version will appear in the Filebox.
5. If the sync fails, refer to Integration Filebox Troubleshooting.

The 'Sync' button is disabled while the Filebox is locked or its data source is paused. To add a file by hand, use the 'Upload manually' icon next to 'Sync'.

Sync multiple Fileboxes

1. Navigate to Setup > Integrations and open the 'Integration Fileboxes' tab.
2. Select the Fileboxes by ticking the checkbox next to each one.
3. Click 'Sync'.
4. Under 'Select date tag to sync', choose the Date tag and click 'Sync'.
5. Fileboxes you don't have access to or that are locked will not be synced.
6. If the sync fails, refer to Integration Filebox Troubleshooting.

Integration Filebox Troubleshooting

Understanding how to resolve syncing issues in your Integration Filebox is essential for maintaining seamless data management. When a syncing issue occurs, Datarails will display an error notification on both the platform's home page and the affected Filebox. Each error provides a detailed description along with resolution steps.

Troubleshooting from the Home Page

1. Go to the Home Page.
2. If the 'Integration status' tile displays 'Successfully synced!', there are no integration issues. If it shows a red error icon with a number, there are integration issues.
3. To review integration errors, click on the 'Integration status' tile.
4. In the Integration status window, you'll find a list of all errors, grouped under 'Data source errors' and 'Filebox integration errors'.
5. Integration Filebox syncing issues appear under 'Filebox integration errors'.
6. Each syncing error includes the Filebox Name, Data Source Name, Error Description, Resolution Steps, and the last sync date. If no Resolution Steps are available, a message prompting you to submit a support request will appear.
7. To access the Integration Filebox, click on the Filebox name.

Troubleshooting from Setup > Integrations and the Filebox

1. Navigate to Setup > Integrations and open the 'Integration Fileboxes' tab.
2. A 'Failed' sync status indicates a syncing error. Click 'Error details' on the row, or in the three dots ellipsis icon.
3. The 'Integration error' window shows the Integration Type, Data source name, Filebox name, 'What happened?', 'Resolution steps:', and 'Error message'. A link to submit a support request is always shown.
4. For further investigation, open the Filebox and click the 'Logs' button at the top of the page. Here, you'll find all actions related to the Filebox syncing.

Cancel Filebox last Syncing actions

If you've synced a new version and need to cancel it, perhaps due to an incorrect query or selecting the wrong month, follow these steps:

1. Open the relevant Filebox.
2. Click the Filebox settings (gear) icon on the Versions page.
3. Go to the 'Save data integration' section.
4. Click 'Save'.
5. A 'Query saved' message will appear, and all syncing actions for the Filebox will be canceled.

Updated November 13, 2026 21:11