Overview

The Integrations screen is your central hub for managing external data connections in Datarails. From here, you can monitor connection health, check sync statuses, run syncs, manage sync schedules, and control access to your data sources.

This article explains how to access the Integrations screen, understand its key features, and manage your data sources and connected Fileboxes.

Before you start

Make sure that:

• You're signed in to the Datarails web app.
• You have the appropriate permissions to access the Setup section.

Accessing integrations 

There are two way to access the integrations screen.

From the left navigation

1. Open Setup in the left navigation.
   
2. Select Integrations.
   
   
3. Choose the appropriate tab at the top of the screen:
   
   

• Integration Fileboxes: View individual Fileboxes connected to data sources, including their sync status and data status. For more information, see Managing Integration Fileboxes.
• Data Sources: View and manage external connections. Data sources that support multiple entities display each entity as a nested row. For more information, see Managing Data Sources.

Managing integration errors

Integration errors appear in several places throughout Datarails, making it easier to identify issues and navigate directly to the affected data source or Filebox. You can find integration errors in the following locations:

• Home page: The Integration Status box displays the number of errors that require attention. When everything has synced successfully, it displays Successfully synced!
• Data Sources tab: Error badges appear next to affected data sources.
• Integration Fileboxes tab: Errors appear next to individual Fileboxes, with additional details to help you troubleshoot.

From the home page

If a data sync requires attention, you can navigate directly to the relevant integration from the home page:

1. Click the Integration status box at the top of the page. When there are errors, the box shows how many. When everything is syncing, it shows Successfully synced! and there's nothing to fix.
   
2. The Integration status window opens. Errors are grouped into Data source errors and Filebox integration errors. Click a group to expand it.

3. Click the name of the data source or Filebox. The Integrations screen opens in a new browser tab, on the matching tab, with that item already in the search box. 

Updated October 28, 2026 18:09