Payments data missing from dashboard

Ticketclosed

Kilcolgan Payments · Payments data missing from dashboard

The payments connector loaded no records, leaving the dashboard blank after a batch push. Bethan Lister traced it to a restricted API key; the ticket closed on 1 Jun 2026.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

The payments connector loaded no records, leaving the dashboard blank after a batch push. Bethan Lister traced it to a restricted API key; the ticket closed on 1 Jun 2026.

Problem: Eoin Hegarty reported that the payments connector loaded nothing, leaving the dashboard blank after a batch was pushed that morning.

Handling: Bethan Lister checked the connector logs and found that the API key the customer's team set up had restricted permissions. She asked them to regenerate a key with full read access before the sync was retried. The first response took 41 minutes on a high priority ticket.

Watch: the record does not show whether a new key was issued or the sync succeeded. Connector failures often follow a change on the customer side, so the key should be checked again.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_quality

Channelchat

First response (min)41

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Trail

Internal note · Bethan Lister 27 May 2026 09:28
Customer configured payments connector recently. Check connector logs for auth failure or schema mismatch.
created · Eoin Hegarty 27 May 2026 11:36
The payments connector isn't loading any records - our dashboard is blank. We pushed through a batch this morning and nothing appeared.
Public reply · Bethan Lister 27 May 2026 12:17
Hi Eoin, I've looked at the connector logs. The API key your team set up has restricted permissions - it can't read the data you need. Can you check with whoever set it up and regenerate a key with full read access? Then let me know and we can retry the sync. Thanks, Bethan.
Status change · Bethan Lister 28 May 2026 13:55
Status change · 1 Jun 2026 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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