CRM or helpdesk sync is failing

TroubleshootingDraft — not publishedUpdated 2026-07-26

Integration failures cluster into four causes. Check them in this order.

  1. Credentials — expired or revoked tokens. Reauthorise.
  2. Field mapping — a required destination field with no source rejects the record.
  3. Rate limits — the destination throttles, the sync goes partial and resumes.
  4. Ownership conflicts — two systems writing the same field overwrite each other in a loop.

Fix ownership properly

Declare, per field, which system is authoritative. Bidirectional sync without a source of truth per field is the single most common cause of "the data keeps changing back".

Steps at a glance

  1. Re-check credentialsExpired tokens are the most common cause; reauthorise the connection.
  2. Review the field mapA required field on the destination with no mapped source rejects the whole record.
  3. Check rate limitsDestination API limits cause partial syncs that resume rather than fail loudly.
  4. Resolve ownership conflictsDecide which system is authoritative per field so updates stop overwriting each other.
Next step

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