What is Integration Sync Log
When you have an integration enabled on TravelPerk, you are able to download the integration's Sync Log which outlines the updates and errors faced during the sync.
How to find the Integration Sync Log
To download this Sync Log, simply go to Account Settings -> Integrations and find the integration that you have enabled -> Click Manage -> Download the 'XLS Log':
What information is stored in the Integration Sync Log
1. Employee Updates Tab
In the Employee updates tab, you can find info on any user creation, user information changes, or user assignments that were made during the sync process.
See an example:
2. Errors Tab
The errors tab outlines an error that may have taken place which caused the sync to fail for some Users.
‼️ Before taking any action, do remember that not all errors need to be resolved !!
Below are some scenarios where no further action is required
Hire Rescinds | Users who are hire rescinds may not have a starting date in your HR tool. They may face an error code such as 'missing_start_date'. No action will be needed for this User. You can be assured that no account will be created for this user in TravelPerk. |
If you are trying to fix the error, to ensure that the User has a TravelPerk account created, you may refer to the steps below to resolve it:
Error Code | Step-by-Step Resolution |
USER FLOW ERROR CODES | |
MISSING_START_DATE |
1) Check if User has a 'Start Date' in their profile on the HR tool 2) Add in a start date to their profile on the HR tool & save. 3) Run a manual sync on TravelPerk |
MISSING_EMAIL |
1) Check if User has an email added in the 'Work Email' field in their profile on the HR tool 2) Add an email to their profile on the HR tool & save 3) Run a manual sync on TravelPerk |
MISSING_FIRST_NAME |
1) Check if User has a 'First Name' in their profile on the HR tool 2) Add the first name to their profile on the HR tool & save. 3) Run a manual sync on TravelPerk |
MISSING_LAST_NAME |
1) Check if User has a 'Last name' in their profile on the HR tool 2) Add the last name to their profile on the HR tool & save. 3) Run a manual sync on TravelPerk |
DATE_OF_BIRTH_IS_MISSING_OR_INVALID |
1) Check if User has a 'Date of Birth' in their profile on the HR tool 2) Add in/adjust the date of birth in their profile on the HR tool with the correct format: MM/DD/YYYY and save 3) Run a manual sync on TravelPerk |
PHONE_IS_MISSING_OR_INVALID |
1) Check if User has a 'Contact Number' in their profile on the HR tool 2) Add in/adjust the contact number in their profile on the HR tool with the correct format: +area code (phone number) and save 3) Run a manual sync on TravelPerk |
SEX_IS_MISSING_OR_INVALID |
1) Check if User has a 'Gender' in their profile on the HR tool 2) Add in/adjust the gender in their profile on the HR tool (Currently, we are only able to pull in 'M' or 'F'. However, we are working on getting more options included) 3) Run a manual sync on TravelPerk |
USER_EXISTS_IN_INVITED_STATE | 1) In TravelPerk, go to the People tab > click on 'Invited' > find the User > Click on the 3 dots > Click 'Revoke Invitation' 2) Run a manual sync on TravelPerk |
USER_HAS_UPCOMING_TRIPS | Due to the upcoming trips, the user cannot be offboarded. When the trips are completed, run a manual sync on TravelPerk. |
USER_DUPLICATE_EMAIL | 1) In TravelPerk, go to the People tab > find the user account with the same email address that already exists on the account 2) Please delete this duplicate user account or change the email address. 3) Run a manual sync on TravelPerk |
USERNAME_INVALID | The email contains invalid characters such as special characters (e.g.: -,!,) Please check the username field in the User's profile on the HR tool and remove any invalid characters. Once that is done, run a manual sync. |
APPROVAL FLOW ERROR CODES | |
MANAGER_DOES_NOT_EXIST | Check the name of the direct line manager in the User's profile on the HR Tool, under the 'supervisor' field. 1) If the direct line manager is still valid, there may be an error causing the manager's user account to not be created in TravelPerk. Check the error log to identify this error & resolve it. 2) If the direct line manager is not valid, change the information in the 'supervisor' field to reflect the correct line manager. Then, run a manual sync on TravelPerk. |
GUEST_MEMBERS_REQUIRE_APPROVAL_FOR_ALL_TRIPS | Go to Account Settings > Travel Management > Approval Processes > Ensure that the User (with the Guest role) is under an approval process where approval requests for all in-policy & out-of-policy trips will be sent to an approver. |
GUEST_USERS_CANNOT_BE_APPROVERS | If the User needs to be an approver: Go to the People tab > Find and hover over the User > Click on the 3 dots > Click 'Edit Personal' > Change role from 'Guest' to one of the other roles (e.g. traveller) > Click 'Save Profile'. Then, run a manual sync on TravelPerk. If the User does not need to be an approver: Ensure that the User is not indicated as a direct line manager/ or found in the 'supervisor' field in the HR Tool. |