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Resolve connection problems and conflicts

  1. Confirm the correct office and client.
  2. Open the relevant Connections or Settings page.
  3. Read the status, last successful update, and error message.
  4. Check whether the connection is paused or needs renewal.
  5. Use the offered refresh or reconnect action only after understanding the message.

Open the client’s Conflicts area. Compare the local and imported values and use the available resolution action. Ask the responsible person when you cannot tell which value is correct.

Refreshing is not a substitute for reviewing a conflict.

Check whether an update is still pending. If it failed, record the error and affected client for the administrator. Avoid repeating a create or send action while its result is unclear.

Include the client, connection name, action, time, and exact error message. Keep passwords and connection secrets out of the report.