Kurrent

Synchronization Activities

Monitor and manage automatic data synchronization between Procore and NetSuite

Synchronization Activities

Kurrent.AI automatically synchronizes data between Procore and NetSuite whenever changes occur. The Synchronization Activities feature helps you monitor these changes, track sync status, and manage any synchronization failures.

Overview

The Synchronization Activities system provides:

  1. Real-time Monitoring - Track all changes as they sync to NetSuite
  2. Failure Alerts - Get notified when synchronizations fail
  3. Change Details - See exactly what changed in each record
  4. Financial Impact - View the financial implications of changes
  5. Retry Failed Syncs - Manually retry synchronizations that failed

Accessing Synchronization Activities

There are multiple ways to access the Synchronization Activities page:

Method 1: Bell Icon (Quick Access)

  1. Look for the bell icon in the top-right corner of the header
  2. A red badge shows the number of failed synchronizations
  3. Click the bell to see a dropdown of recent failures
  4. Click "View All Failed Synchronizations" to see the full list

Method 2: Sidebar Navigation

  1. Click Activities in the left sidebar
  2. The Activities page will open showing all synchronization events

Method 3: Settings Page

  1. Navigate to Settings from the sidebar
  2. Click the Synchronization card in the Quick Actions section
  3. Click View Synchronization Activities button

Method 4: Settings Submenu

  1. Click Settings in the sidebar to expand the menu
  2. Click Synchronization from the submenu
  3. Click View Synchronization Activities button

Activities Page

The Activities page displays all synchronization events in three tabs:

Pending Tab

Shows activities that have been detected but are waiting to be synchronized to NetSuite.

Common Reasons:

  • Automatic sync is disabled
  • System is processing the queue
  • Waiting for dependencies to complete

Actions:

  • View details to see what will be synced
  • Wait for automatic processing
  • Enable automatic sync if disabled

Completed Tab

Shows successfully synchronized activities.

Information Displayed:

  • Resource type (Prime Contract, Commitment, etc.)
  • Changes made to the record
  • Financial impact of changes
  • When the sync completed
  • NetSuite transaction ID

Use Cases:

  • Audit trail of all changes
  • Verify syncs completed correctly
  • Review financial impacts
  • Track change history

Failed Tab

Shows synchronizations that encountered errors.

Why Syncs Fail:

  • Vendor not found in NetSuite
  • Invalid data format
  • Missing required fields
  • NetSuite validation errors
  • Network connectivity issues

Actions:

  • Click Retry to attempt sync again
  • View error details to understand the issue
  • Fix the underlying data issue
  • Contact support for persistent failures

Activity Table

Each activity in the table shows:

Columns

Action

  • Icon indicating the type of change (Created, Updated, Deleted)
  • Color-coded badge showing the action type

Resource

  • Type of resource (Prime Contract, Commitment, Requisition, Direct Cost)
  • Procore ID of the resource

Changes

  • Number of fields that changed
  • "AI Summary available" indicator (when AI analysis is enabled)

Financial Impact

  • Dollar amount change (+ or -)
  • Percentage change
  • Color-coded: green for increases, red for decreases

Timestamp

  • When the change was detected
  • Formatted as: "MMM DD, YYYY HH:MM AM/PM"

Sync Status

  • Synced (green) - Successfully synchronized to NetSuite
  • Pending (yellow) - Waiting to be synchronized
  • Failed (red) - Encountered an error
  • N/A (gray) - Not applicable for synchronization

Actions

  • View Details (info icon) - See complete change information
  • Retry (refresh icon) - Retry failed synchronizations

Activity Details Dialog

Click the info icon on any activity to see detailed information:

Resource Information

  • Resource type and ID
  • Action performed (created, updated, deleted)
  • Procore project ID

Changes Section

Shows each field that changed with:

  • Field name
  • Old value (strikethrough in red)
  • New value (in green)
  • Percentage change (if applicable)

Example:

contract_amount
$100,000.00 → $125,000.00
+25.0%

Financial Impact

When changes affect financial values:

  • Amount Change: Total dollar increase/decrease
  • Percentage Change: Percent increase/decrease
  • Affected Fields: Which fields contributed to the change

Example:

  • Amount Change: +$25,000.00
  • Percentage Change: 25.00%
  • Affected Fields: contract_amount, approved_change_orders

AI Analysis

When enabled, shows AI-generated insights about the change:

  • Summary of what changed
  • Business impact assessment
  • Recommendations or warnings

NetSuite Synchronization

Shows the sync status and details:

  • Status: Current sync state
  • Transaction ID: NetSuite internal ID (when synced)
  • Synced At: Timestamp of successful sync
  • Error Message: Detailed error (when failed)

Notification System

Bell Icon Badge

The bell icon in the header shows:

  • Red badge with number of failed synchronizations
  • Updates every 30 seconds
  • Only counts unacknowledged failures

Notification Dropdown

Click the bell to see:

  • Up to 10 most recent failed activities
  • Resource type and ID
  • Time since failure
  • Number of changes
  • Financial impact
  • Error message

Acknowledging Failures

Clicking on a failure in the dropdown:

  • Removes it from the badge count
  • Takes you to the Activities page (Failed tab)
  • Allows you to view full details and retry

Configuring Synchronization

Automatic Synchronization

  1. Navigate to Settings > Synchronization
  2. Toggle Enable Automatic Sync on or off
  3. When disabled:
    • Changes are still detected and logged
    • No automatic syncing to NetSuite occurs
    • You can manually review and retry from Activities page

Resource Types

Configure which types of resources to synchronize:

Prime Contracts

  • Syncs to NetSuite Sales Orders
  • Includes contract amounts, change orders, billing

Commitments

  • Syncs to NetSuite Purchase Orders
  • Includes subcontracts and vendor contracts

Requisitions

  • Syncs to NetSuite Vendor Bills
  • Includes payment applications and invoices

Direct Costs

  • Syncs to NetSuite Expenses
  • Includes material and labor costs

Saving Settings

  1. Make your configuration changes
  2. Click Save Settings
  3. Settings apply immediately to new changes

Troubleshooting

Failed Synchronizations

Vendor Not Found

  • Cause: Vendor doesn't exist in NetSuite
  • Solution: Create the vendor in NetSuite first, then retry

Invalid Data Format

  • Cause: Data doesn't meet NetSuite validation rules
  • Solution: Check the error message for specific field issues

Network Timeout

  • Cause: Connection to NetSuite was interrupted
  • Solution: Retry the synchronization

Missing Required Fields

  • Cause: Required data is missing from Procore record
  • Solution: Complete the required fields in Procore, then retry

No Activities Showing

Check:

  1. Ensure you're connected to Procore
  2. Verify webhooks are configured correctly
  3. Check that automatic sync is enabled
  4. Confirm database migrations are applied

Badge Count Not Updating

Check:

  1. Ensure you're logged in
  2. Wait 30 seconds for the next poll
  3. Refresh the browser page
  4. Check browser console for errors

Best Practices

Regular Monitoring

  1. Daily Review - Check the Failed tab daily for any issues
  2. Weekly Audit - Review completed syncs weekly for accuracy
  3. Monthly Analysis - Analyze financial impacts monthly

Handling Failures

  1. Review Error Message - Understand why the sync failed
  2. Fix Root Cause - Address the underlying data issue
  3. Retry Promptly - Don't let failed syncs accumulate
  4. Escalate When Needed - Contact support for persistent issues

Configuration

  1. Start with Manual Review - Disable automatic sync initially
  2. Test Thoroughly - Verify syncs work correctly for each resource type
  3. Enable Gradually - Turn on automatic sync one resource type at a time
  4. Monitor Closely - Watch for failures in the first week

Use Cases

Scenario 1: Change Order Approval

  1. Change order is approved in Procore
  2. Activity log captures the change
  3. Contract amount increases by $50,000
  4. Automatically syncs to NetSuite Sales Order
  5. Appears in Completed tab with green financial impact

Scenario 2: New Vendor Invoice

  1. Requisition is created in Procore
  2. System detects new requisition
  3. Vendor is missing in NetSuite
  4. Sync fails with "Vendor not found" error
  5. Appears in Failed tab with error details
  6. Admin creates vendor in NetSuite
  7. Clicks Retry on the failed activity
  8. Successfully syncs to NetSuite Vendor Bill

Scenario 3: Bulk Updates

  1. Multiple commitments are updated in Procore
  2. All changes appear in Pending tab
  3. Admin reviews changes for accuracy
  4. Enables automatic sync
  5. All pending items sync within 30 seconds
  6. Move to Completed tab with sync timestamps

Advanced Features

Filtering (Future)

Planned features include:

  • Filter by date range
  • Filter by resource type
  • Filter by project
  • Filter by financial impact threshold

Export (Future)

Planned capabilities:

  • Export to CSV
  • Export to Excel
  • Custom date ranges
  • Include/exclude columns

Batch Operations (Future)

Planned functionality:

  • Retry all failed syncs
  • Bulk acknowledge
  • Batch delete old activities

FAQ

Q: How often do activities update? A: The bell icon badge updates every 30 seconds. The Activities page updates in real-time when you navigate to it.

Q: Can I sync older changes? A: Yes, failed syncs can be retried at any time. Completed syncs cannot be re-synced.

Q: What happens if I disable automatic sync? A: Changes are still logged in the Activities page but won't automatically sync to NetSuite. You can manually review and retry from the Failed/Pending tabs.

Q: How long are activities stored? A: Activities are stored indefinitely for audit purposes. Archiving features are planned for future releases.

Q: Can I undo a sync? A: No, syncs cannot be undone from Kurrent.AI. You must make changes directly in NetSuite or Procore.

Q: Why don't I see the bell icon? A: Ensure you're logged in and have the ActivityAlertProvider configured. Contact your administrator if the issue persists.

Need Help?

If you encounter issues or have questions:

  • Check the error message in the activity details
  • Review this documentation for troubleshooting steps
  • Check the NetSuite and Procore integrations are active
  • Contact your Kurrent.AI administrator
  • Visit our support portal for additional resources

Creating Projects

Learn how to create and link projects in Kurrent.AI

Components

Components

On this page

Synchronization ActivitiesOverviewAccessing Synchronization ActivitiesMethod 1: Bell Icon (Quick Access)Method 2: Sidebar NavigationMethod 3: Settings PageMethod 4: Settings SubmenuActivities PagePending TabCompleted TabFailed TabActivity TableColumnsActivity Details DialogResource InformationChanges SectionFinancial ImpactAI AnalysisNetSuite SynchronizationNotification SystemBell Icon BadgeNotification DropdownAcknowledging FailuresConfiguring SynchronizationAutomatic SynchronizationResource TypesSaving SettingsTroubleshootingFailed SynchronizationsNo Activities ShowingBadge Count Not UpdatingBest PracticesRegular MonitoringHandling FailuresConfigurationUse CasesScenario 1: Change Order ApprovalScenario 2: New Vendor InvoiceScenario 3: Bulk UpdatesAdvanced FeaturesFiltering (Future)Export (Future)Batch Operations (Future)FAQNeed Help?