Customer-Facing Teams FAQ

Where can I find a connection's status?

• From the Finch Dashboard

What happens if a connection isn't syncing data?

• Check the Finch Dashboard for the connection status and last sync date

  • last sync will show on the main table alongside the connection status

    • within each connection, you can see the last sync and next scheduled sync

  • if listed as error or reauth, the customer will need to either update our access or go through Finch Connect again to fix the data sync

  • if listed as connected, send a message to Finch support

What will connecting through Finch look like for a customer based on their specific payroll?

• You can test this from the 'Preview in Connect' option on the Integrations tab of your Finch Dashboard or by making a demo connect link and trying yourself

• We have individual authentication guides in our help center for providers who require more specific set up

How do I get help?

• send a message in our joint Slack channel (if we have one)

  • either tag @FinchSupport or use the ticket emoji on your message

• email developers@tryfinch.com

• submit a ticket through the customer portal

• reach out to your Implementation Engineer, Account Manager, or Developer Success Engineer