Configure Integration Settings

What this guide covers

This guide explains how to adjust the settings for a connected integration. You will learn how to change sync frequency, modify field mappings, and configure error notifications.

Before you begin

• You need Owner or Admin permissions.
• The integration must already be connected.

Step 1: Open integration settings

1. Go to /settings > Integrations.
2. Click the connected integration card.
3. Click the Settings tab.

Screenshot: The integration settings panel showing tabs for Settings, Sync Log, and Field Mappings, with the Settings tab active.

Step 2: Adjust sync frequency

Choose how often data syncs between JobsiteOn and the connected service:

• Real-time -- changes sync within minutes of being made.
• Every 15 minutes -- batched sync every quarter hour.
• Hourly -- syncs run once per hour.
• Manual only -- syncs run only when you click Sync Now.

Step 3: Configure field mappings

Click the Field Mappings tab to see how JobsiteOn fields map to the integration's fields. You can:

• Change the mapping for any field.
• Mark fields as "Do not sync" to exclude them.
• Set a default value for unmapped fields.

Animation: Changing the mapping for the Phone field from "Business Phone" to "Mobile Phone" in the field mapping table.

Step 4: Set error notifications

Toggle Email on Sync Error to receive an email when a sync error occurs. This helps you catch problems quickly without manually checking the sync log.

Step 5: Save

Click Save to apply your changes.

Tip: Start with real-time sync and switch to a less frequent schedule only if you experience rate limit errors.

Note: Changing field mappings affects future syncs only. Existing synced records are not retroactively updated.

Related articles

• Connect QuickBooks Online
• QuickBooks Entity Mapping
• Resolve Sync Errors