Integration settings

What each connection reads, how often, and when it was last healthy.

Integration settings in SigmaPointPi
/settings/integrations

Every connection lists exactly what it pulls. Nothing is read that is not listed, and the sync cadence is visible per connection.

A connection needing re-authorisation says so here and on every figure that depends on it, so a stale number is never presented as current.

Where everything sits

Northline Systems
Northline Systems
Your SPP ID
Your SPP ID
SPP-•••••-•••••
SPP-•••••-•••••
Group links
Group links
Request link
Request link
Businesses this workspace consolidates
Businesses this workspace consolidates

How to work this page

Check last successful sync

Not last attempt. A connection attempting hourly and failing hourly looks busy and is dead.

Re-authorise promptly

Institutions rotate credentials on a schedule. A lapsed connection stops the data rather than corrupting it, but stale is still wrong.

Review scopes

What each connector can read. Anything broader than you need should be narrowed or removed.

Disconnect cleanly when you stop using something

The token is revoked and the history already imported stays.

On a phone

Integration settings on iPhone 15 Pro Max

Every figure from the desktop appears here, stacked rather than reduced. Tables scroll inside themselves so the page never moves sideways, and figures keep their separators and their alignment at every width.

Questions people actually ask

How often does data refresh?

Per connector, shown on each. Banking is typically several times a day, accounting less often, and both can be refreshed on demand.

What if a connector keeps failing?

The failure reason from the provider is shown. Most are re-authorisation, and the rest are usually an account permission at the institution.