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Connections and migration

Resolve precise prerequisites without hidden switches or unsafe workarounds. Read the effective blocker alongside the organization preference. A successful connection test is only one prerequisite and does not establish permission for live provider changes.

Before you start

Integration view permission is needed; credential changes and live approvals are separately controlled.

  1. Open the relevant integration and review connection, settings and the displayed effective readiness. Use the secure provider form for credentials.

    Inspect the connection status
    Connections and migration
    1 / 3
    SixtoIntegration
    Connection testPassed
    CredentialsStored in secure form
    Needs review
    Connection test
    Passed

  2. Distinguish test access, source imports and live actions. A connection test does not grant unit ownership, write-back permission, certification or go-live approval.

    Separate testing from live actions
    Connections and migration
    2 / 3
    1. Source importAvailable
      1
    2. Live writesApproval required
      2

    Connected does not mean history is complete or live writes are approved.

    Live writes
    Approval required

  3. Keep the connection and relevant organization preference under review together. The integration displays its connection test, import and live-action readiness separately, including any unresolved blocker.

    Review the organization preference
    Connections and migration
    3 / 3
    IntegrationOrganization
    Organization preference
    Enabled
    Effective readiness
    Live approval still required

    Connected does not mean history is complete or live writes are approved.

    Organization preference
    Enabled

Check the result

The integration displays its connection test, import and live-action readiness separately, including any unresolved blocker.

Limits and prerequisites

Connected does not mean history is complete or live writes are approved.