​Overview

The Integrations screen is your central hub for managing all external data connections in Datarails and all their connected Fileboxes. From this screen you can monitor the health of your connected data sources, review the status of all synced Fileboxes, manage sync schedules, and control who has access to each connection.
The screen is made up of two tabs:

• Integration Fileboxes - All individual Fileboxes linked to a data source — one row per Filebox
• Data Sources - All external data connections (ERP, HRIS, databases, etc.) — one row per connection. Entities connected to a Data-Source will show as nested rows.

Getting There

Navigate to Integrations under the setup panel from the left sidebar.

Data Sources Tab

The Data Sources tab gives you a bird's-eye view of all your active connections. Each row represents a single data source. Data sources can be active (pull data on demand) or passive (receive data when triggered).

Columns

• Type - The integration vendor (e.g., NetSuite logo, Salesforce cloud icon). Hovering over the icon shows the integration name.
• Name - The given name of the data source as configured during setup.
• Organization - The Datarails organization this data source belongs to.
• Connected Fileboxes - The number of Fileboxes using this data source to pull data, along with their status.

• Source Status - A color-coded badge showing the current connection health of the data source:

  Badge	Meaning
  	Last sync completed successfully with no issues
  	Sync failed — action required
  	No sync has been run yet, or sync is disabled

  Clicking a status badge navigates directly to the relevant Fileboxes with an error filter pre-applied.

Entities

For Data-Sources that support multiple entities (Netsuite, Quickbooks Online, Quickbooks desktop & Xero), each entity appears as a nested row under its parent data source. You can collapse or expand the entity rows using the toggle on the data source row. Entities are sorted alphabetically by vendor name; within a vendor, entity rows appear first and are also sorted alphabetically.

Auto-Sync Setting

Indicates whether an automatic sync schedule is configured. Shows the schedule frequency (e.g., "Daily, 6:00 AM"), "Mixed" if the frequencies differ across Fileboxes, or "No schedule" if none is set. The last sync timestamp is displayed below the schedule.

Actions Menu

The rightmost column contains action buttons per row:

• Edit integration - Opens the integration configuration settings
• Share - Opens the sharing modal to manage who has access to this data source
• View Fileboxes - Opens the Integration Fileboxes tab filtered to this data source
• Sync connected Fileboxes - Triggers an immediate sync of all Fileboxes linked to this data source
• Edit auto-sync - Opens the schedule editor for this data source
• Delete - Removes the data source (and unlinks its Fileboxes)

Adding a New Data Source

Click the + New button in the top-right corner of the screen to connect a new data source.

A gallery opens showing all available integration types, organized by category (e.g., ERP, HRIS, CRM, Database, Banking). Each integration is displayed with its logo and name.
 

Managing Sync Schedules

You can set or edit the automatic sync schedule for all connected Fileboxes to a  data sources at once.
If you wish to edit each filebox in a different cadence go to the Filebox settings and adjust the schedule from there - when doing so the auto-sync setting will be labeled as "Mixed Schedule". 

Sharing a Data Source

To control who can view or manage a data source:

1. Click Share on the data source row (or open ⋮ → Share)
2. The Share Data Source modal opens
3. Search for users with the Admin and Contributor roles by name or email.
4. Assign a permission level:
   • Data Source Owner — Full control: edit integration settings, manage schedule, share with others
   • Data Source Sync — Can trigger syncs with Editor or Owner permissions on a Filebox

Requesting Access

If you can see a Filebox linked to a data source but don't have access to the data source itself, you'll see a Request Access option under the Actions column along with a locked Data-Source . Submitting it sends a notification to the Data Source Owner. This request is sent once per data source.
 

Tab 2: Integration Fileboxes

The Integration Fileboxes tab shows every individual Filebox that is connected to a data source. Use this tab to monitor sync health at the Filebox level and take targeted sync actions.

Columns

Name

The name of the Filebox and where it is located in the Workspace.

Location

The path of the Filebox within your Workspace hierarchy (e.g., "Finance > Budgets > FY2025"), helping you quickly find it without navigating away. The top-level Workspace folder is excluded from the display.

Integration Type

An icon representing the data source this Filebox is connected to. Hover over the icon to see the full integration name (e.g., "NetSuite").

Date Tag

The date period this Filebox is mapped to (e.g., "Jan 2025", "Q1 2025"). Date tags are used to determine which data is pulled during each sync.

Sync Status

The sync result for this specific Filebox:

Badge	Meaning
	Latest sync completed without errors
	Sync failed — hover or click for error details
	Sync request sent but data hasn't returned yet (data-sources on physical devices)
	Sync is currently in progress.

Last Synced and Schedule Indicator

The date and time of the most recent completed sync for this Filebox, and by whom it was triggered. A clock icon appears if an auto-sync schedule is set. Hover over the icon to see the schedule details (e.g., "Every Monday at 7:00 AM").

Data Status

Indicates the state of the data inside the Filebox:

Status	Meaning
	Data has been synced and is included in the Datarails database
	Data was synced but has not yet been mapped — action may be needed in the Mapper
	The mapping process encountered an error — review and fix the mapper configuration

Actions and CTA Button

A context-aware button appears at the end of each row based on the Filebox state, showing the recommended next action. Additional actions are available in the ⋮ (three-dot) menu:

• Filebox settings - Opens the Filebox in the settings tab
• Sync - Triggers an immediate sync of the Filebox
• Share - Opens the sharing modal to manage who has access to this Filebox
• Test sync - Runs a sync in test mode (data is fetched and validated but not written to the Filebox)
• Error Details - Shows the full error message and suggested resolution steps
• Go to Mapper - Opens the Filebox mapper for unmapped or mapping-failed data

Integration Error 

Integration errors don't just appear on the Integrations screen — they surface across Datarails so you're always aware of issues:

• Homepage — The data status panel shows a warning if any data source has errors. Clicking it takes you directly to the relevant tab in the Integrations screen with filters applied.
• Data Sources tab — Error badges appear inline per data source row.

• Integration Fileboxes tab — Errors are shown inline per Filebox with actionable detail.

  

Syncing Fileboxes

Sync a Single Filebox

Click the Sync Now button on the row, or open the ⋮ menu and select Sync. You can choose to sync with:

• Latest Date-tag - Uses the most recently available data from the source
• Multiple Date-tags - Select a date range to sync to a particular snapshot

Sync Multiple Fileboxes

Select multiple rows using the checkboxes on the left, then click Sync from the bulk-action toolbar.
If all Fileboxes share the same date tag you can also select multiple Date-tags.

Test Sync

Use ⋮ → Test Sync to run a sync in test mode — data is fetched and validated but not written to the Filebox. Useful for verifying a new configuration before committing changes to live data.

Updated April 30, 2026 05:16