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HNX: Update Data Sync Refresh Token for Xero Connections
HNX: Update Data Sync Refresh Token for Xero Connections

The process outlines the steps required to re-enable a data sync for HowNow X. You will notice the issue occurring as users will be...

Updated over a month ago

The process outlines the steps required to re-enable a data sync for HowNow X. You will notice the issue occurring as users will be reporting that their newly added contacts in XPM aren't showing up in HowNow. In order to complete this process you will need access to MicroServices and Licensing and Config.

NOTE: Do not open data sync if a command prompt is running on Microservices. It is overall best practice to avoid microservices around the start of every hour, as this is when the syncs for all firms occurs.

  1. Open your remote desktop manager or application

  2. Access the microservices VM

  3. Once on the VM there should be a folder on the desktop called Data Syncs, open this folder

  4. Find the company in question

  5. Open the folder and navigate to logging

  6. Open the latest logging file, there should be an error present saying invalid_grant. This means that Data Sync has tried to update the refresh token and has failed at some point.

  7. Find the file where the last contact sync occurred. Within this log there should be a point where the refresh token was meant to be updated but failed. Get the refresh token that was meant to be updated from this and paste into a notepad for later use.

  8. Now access L&C, you will need a super account to access this.

  9. Once in there locate the firm in question

  10. You will now need to connect to their database

  11. Open up your database management tool (for this example will be using Azure Data Studio)

  12. SQL Server Hostname = Server
    Database Username = User name
    Password = Eye next to DB username
    Database Name = Database
    Name = Firm name
    See Screenshot for details
    โ€‹

  13. Once you have connected to the firms' database then use the following SQL statement to find the Syncro setting
    select * from SYNCHRONIZATIONSETTINGS

  14. Once the query is returned then get the service ID number and Setting Id number and in the query below replace x and y
    update SYNCHRONIZATIONSETTINGS
    set SETTINGVALUE='new token'
    WHERE SERVICEID=x AND SETTINGID=y

  15. Run a full sync again when this has all been updated just to make sure it is working again

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