Troubleshoot Perfectview

Review the log and fix common Perfectview sync and export errors.

Use the log in the Perfectview settings to review imports, exports, and errors.

In many cases, OutSmart also adds a note to the work order.

1

Open the Perfectview settings

Go to Settings → General → Software integrations.

Open Perfectview.

2

Open the log

Open the Log tab.

Then review the latest entries.

3

Open the error details

If an entry shows a warning or error, open it.

Use the full message to find the exact cause.

4

Fix the cause and retry

After you correct the issue, run a manual sync or export again.

Quick checks first

Check these points before you go deeper:

• the API credentials are still valid
• the correct administration is selected
• the imported work order still has an external reference
• the linked customer exists in Perfectview
• the default product group is filled in for invoice export

Common error messages

The connection could not be established

One or more connection fields are wrong.

Check the API ID, Database ID, User ID, and administration name.

Also check whether API access is enabled in Perfectview.

Order has no external number

The work order does not have the Perfectview reference needed for export.

This usually means the work order was created manually in OutSmart.

Only imported Perfectview activities can be exported back directly.

Relation not known in Perfectview

The customer on the work order does not have a Perfectview link.

Use a customer that was imported from Perfectview.

OutSmart also adds a note to the work order that explains the issue.

Debtor number not found

Perfectview cannot find the customer during draft invoice creation.

Check the debtor number on the linked customer.

Also check whether the customer was imported from Perfectview.

Activity type could not be determined

The export does not know whether the linked record is a task, project, sales opportunity, or support ticket.

Check the export settings and the trigger statuses.

Work order stays in error status

A previous export failed.

OutSmart can set the work order to an error status after the failure.

That prevents it from being exported again automatically.

Fix the cause first.

Then start a new manual export.

Frequently asked questions

Where do I find the sync log?

Open the Perfectview settings.

Then open the Log tab.

Can I export a work order created manually in OutSmart?

Not to an existing Perfectview activity.

The work order needs the original external reference from Perfectview.

Why does invoice creation fail even when the customer exists?

The customer also needs the right Perfectview link or matching debtor number.

Customers created manually in OutSmart often miss that reference.

Related topics

• Perfectview
• Set up Perfectview
• Configure Perfectview exports