LaneyGuide
Browse featuresExternal CRM, EMR and calendar integrations

Diagnose external integration problems

Check the account, provider, and last successful operation.

How-toVerified Oct 12, 2026Owner Laney Product

After this taskRecovered scope and any disabled synchronization are explicit.

Starting conditions and inputs

Identify the failed integration and source records on both sides.

Values for this task

entry_url, integration_id, source_id, external_id, symptom, source_url, account_url, synced_record_url

Command sequence

open "$entry_url" && snapshot -i

get text body

open "$source_url" && snapshot -i

get text body

open "$account_url" && snapshot -i

get text body

# Outside browser: The operator corrects the cause and checks supported synchronization for the same record.

open "$synced_record_url" && snapshot -i

get text body
Ref targets and expected results
#Command / refTarget and verification
1get textRead external ID and last update time for the affected record.
2openSource page for the same external ID
3get textCompare source and internal values and time zones.
4openIntegration account record
5get textRead authentication state and scope.
6Outside browserThe operator corrects the cause and checks supported synchronization for the same record.
7openUpdated record with the same ID
8get textCompare values and update time again.

Check the result

Recovered scope and any disabled synchronization are explicit.

Resuming after interruption

Read the same source IDs again. Check organization and time range before treating an empty result as missing data.

Check connection and error state

Check the account, provider, and last successful operation. A connected label is different from successful synchronization. Keep errors, target IDs, and occurrence times.

Check ownership and permissions

Check for ownership or permission changes in the external account. Renew expired access through the supported connection procedure. Do not bypass the problem with another organization’s account.

Trace missing or duplicate records

Compare source and external records by unique ID. Check direction, selection conditions, and cancellation policy. Inspect previous requests before creating repeated copies to fill a gap.

Verify disconnection

Review dependent workflows and transfers before disconnecting. Confirm that new transfers stop and separately record treatment of existing external data. Retest creation and updates after reconnecting.

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