Accounting and Commerce: Troubleshooting Connection Health and Status

RoasterTools now monitors the health of your connected integrations and notifies you when something goes wrong. If a sync to your accounting or commerce platform fails, you'll receive an email with a clear error notification with a direct link to resolve the issue..

This applies to integrations with QuickBooks Online, Xero, Quickbooks Desktop, Shopify, WooCommerce, and Squarespace.

Integration Health Column

A new Health column is now visible on your Integrations page (Setup → Integrations). Each integration displays one of the following health statuses:

• Ready — The integration is connected and working normally.
• Reconnect — The integration has lost its connection and needs to be re-authorized. This can happen when credentials expire or when someone revokes access from the third-party platform (e.g., removing the connection in Shopify or disconnecting in QuickBooks).

Failure Notifications

When a sync fails because the connection status was changed, you'll receive an email notification that includes:

• The name of the customer or record that failed to sync
• The integration it failed to sync to (e.g., "QuickBooks Online #1")
• A clear error message explaining the cause (e.g., "Your credentials are invalid or expired. Please reconnect your integration.")
• A direct link to the affected customer record in RoasterTools

How to Reconnect an Integration

1. Go to Setup → Integrations.
2. Look for any integration with a Reconnect health status.
3. Click on the integration name.
4. Follow the prompts to re-authorize your connection 
5. Once reconnected, the health status will return to Ready and syncing will resume normally.

Why Do Integrations Disconnect?

There are several common reasons an integration may lose its connection:

• Credentials expired — OAuth tokens from QuickBooks Online or other platforms can expire over time.
• Access revoked from the third-party platform — Someone may remove RoasterTools' access from within Shopify, QuickBooks, or another connected service without realizing it affects RoasterTools syncing.
• Platform name confusion — In some cases (especially with Shopify), the RoasterTools integration may not be clearly labeled in the third-party platform's settings, leading someone to accidentally disconnect it.

What's Covered

Health monitoring is currently available for the following integration types:

• Accounting — QuickBooks Online, Xero, Quickbooks Desktop
• Commerce — Shopify, WooCommerce, Squarespace