How Data Gets into QortexOS
Connectors are the route your business systems use to send data to QortexOS, and this page explains the lifecycle from setup through ongoing syncs.
QortexOS reads from the systems your team already runs. It does that through connectors. There is no upload step and no manual entry: a connector is how data arrives.
Systems and connectors
A system is the product you already use, such as a PSA, an RMM, an accounting package, a CRM, an HR platform, or a customer satisfaction tool.
A connector is the configured link between one of those systems and QortexOS. It holds the system you chose, the details that identify your instance of it, the access you provided, and the data sets it pulls. Its name and its sync schedule are set for you. If you run more than one instance of a system, each instance gets its own connector.
Connectors live under Data Platform, in the Connectors group. Two screens carry most of the work: Connector Setup, where you create a connector, and Connector Health, where you watch what it is doing.
The lifecycle
- Set up the connector. A four-step wizard collects the system, the details that identify your instance, and access to it: Connection, Identifiers, Authentication, and Review & activate. Depending on the system, access means credentials you enter in QortexOS, an approval you give at the provider after selecting Connect provider, or, for QuickBooks Desktop, a connection the platform provisions for you. You finish with Activate connector or Save as draft.
- Choose the data to sync. Straight after the connector is created, a panel lists the data sets that system offers. Some are required and locked on. You can turn optional ones off before the first run.
- Run the first sync. The same panel carries Run first sync, which asks you to confirm before it starts. The confirmation is a single line of text, not a progress bar.
- Monitor. Connector Health shows each connector's status, its last sync, and an event log of recent runs. From there you can start a run on demand, test the connection, pause or resume a connector, and delete it, each after a confirmation. The connector's details panel adds Replace credentials and Reconnect provider, and for QuickBooks Desktop Download .qwc file and Rotate password.
What you see depends on your role and your subscription. Creating a connector and running sync actions need access an administrator grants, and that access is separate from the team-management roles described in Roles and permissions. If an action is missing from your screen, ask an administrator.
Where to go next
Supported systems
The systems you can select in Connector Setup, by category.
Set up a connector
What each of the four wizard steps asks for, what each system needs, and how setup finishes.
QuickBooks Desktop
Connect QuickBooks Desktop through the QuickBooks Web Connector, where available.
Run your first sync
Choose the data sets, start the first run, and know what to expect.
Monitor connector health
Read the Connector Health screen and act on a connector.
Manage sync settings
What the platform sets for you, and how to pause, resume, and force a sync.