Integrations connect Cartograph to external systems. Data sync brings selected source data into workspace objects. Tool access can also let Scout Agent read or change the external system under configured permissions.
Before you start
You need the relevant integration and record access. Administrators manage shared connections and sync configuration. Personal connected tools have their own access scope.
Use Settings search or the navigation to find the controls you need.
Trace data from the provider
Open Settings → Integrations and inspect the relevant system connection.
Check the connection’s health and review the access it provides, including which tools can make changes.
Open Settings → Data sync to find pipelines that import data from the connection.
Inspect each pipeline’s source, mapping, destination object, status and recent runs.
Open representative records in Records and compare identifiers, relationships, dates and quantities with the source.
Before relying on changes going back to the provider, check supported write-back behavior and review the actual saved result in the source.
Check the result
You can distinguish a healthy connection from a successful import and a successful source update. Each needs its own check.
Use a stable source identity
Source identifiers keep imported records aligned across runs. Review mapping when fields change or relationships stop resolving. Creating another local record can hide the import problem and produce duplicate business objects.
A record’s displayed value may be older than the provider’s current value if sync has not completed. Inspect recent runs when freshness matters.
Read and change access
A connection can expose read tools and tools that change data. Review both the integration’s access and Scout Agent permissions. Availability of a tool does not prove that a specific action has been authorized or completed.
If something does not look right
What you see | What to check |
Connection healthy, records missing | Inspect pipeline state, filters, mapping and recent run results. |
Cartograph changed but the ERP did not | Check whether write-back is supported for that field and inspect the visible save/conflict result. |
Does adding an integration import everything?
Does adding an integration import everything?
No. The selected tools and data sync pipelines determine what can be accessed and imported. Review the actual configuration.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.