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Missing or Incorrect Deals (1.0 Integrations)

Troubleshooting tips when a deal is missing or has incorrect data

Updated this week

If you are troubleshooting a deal on one of our 1.0 integrations, please continue reading to learn how to troubleshoot missing deals. If you are unsure of your integration version, please refer to this article.

Requirements

In order for a deal to appear in QuotaPath and on the correct plan components, the following pieces to be in place:

  1. Integration Source Connected: An integration must be connected and syncing. For more information on connecting an integration, please visit our integrations collection here.

  2. Plan Created: A plan must be created with at least 1 earnings component

  3. Mappings Created: The plan components have been mapped to the integration source. To learn more about how to map plan components, please visit this article.

  4. Plan Assigned: The plan has been assigned to workspace members with a start date and end date set.

Common Issues

If all of these are in place and the deal is still missing or not appearing on all the plan components, the most likely reasons are:

  1. Plan State: The plan is in a Draft or Archived state

    1. Note: Deals on Draft plans will not appear on the Earnings, Deals or Approvals pages, and are only visible on the plan detail page in the Performance tab

  2. Component Field Names: The field labels used in the plan components do not align 1:1 with the integration source fields that they are mapped to and are causing deals records to appear incorrectly

  3. Plan Assignment Dates: The deal date falls outside of the plan assignment dates

  4. Mapping Criteria (Most Common): The mapping is not configured correctly or the deal does not match the mapping criteria

  5. Integration Sync Error: The integration has not synced recently or has a syncing error

Troubleshooting Steps

In order to troubleshoot missing deals or deals that are not appearing on the correct plan components or with the wrong data, please follow the below troubleshooting steps.

1. Check Integration Sync Status

Go to the Integrations page and check:

  1. Sync Status: If there are sync errors, review the error messages to resolve any sync issues.

  2. Last Sync Time: If a sync has not run recently, click Sync & Refresh to trigger a sync manually.

2a. View Mapping

Go to the related Plan, find the component that the deal record is not appearing on, and click to 'View Mapping':

2b. Review Mapped Fields

Review the integration fields that the component is mapped to to troubleshoot why a deal may be appearing with incorrect data:

2c. Review Mapping Filters

Review the closed won, pipeline, and closed lost parameters plus any additional filters to troubleshoot why an deal may not be appearing on the correct component or in the incorrect stage:

3. Review Plan Assignment

If the record meets the mapping criteria, go to the Plans page and view the plan details to confirm that the record also meets the plan assignment criteria, including:

  • Plan Assignee: The record owner aligns to the plan assignee

  • Plan Assignment Dates: The record date falls within the plan assignment dates

4. Adjust Plan, Mapping or Record

Based on insights from the above troubleshooting steps, make the appropriate adjustments to the plan assignees/dates, mapping criteria, or the source record.

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