B-Viz
Bethan Lister

Trade account records stopped updating from the branch system

Ticketclosed

Strensall Merchants logo Strensall Merchants · Trade account records stopped updating from the branch system

Ashok Patel reported new branch trade accounts were missing from the trade account view while the connector showed connected. Bethan Lister asked for account details and held the connector rollout.

Priority low

What happened

What this says

As at Fri 9 Oct 2026

Ashok Patel reported new branch trade accounts were missing from the trade account view while the connector showed connected. Bethan Lister asked for account details and held the connector rollout.

Problem: Trade accounts set up at the branches since last month were absent from the view, though older accounts loaded. Handling: Bethan asked for the missing account number, set-up date and an export check, and asked that other branches be held off. First response took 382 minutes. Watch: Ashok suspected his export change caused the gap, which is unconfirmed in the evidence.

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

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryconnector_sync
Channelemail
First response (min)382
CSAT5
Helpdeskmade from

Trail

  1. Ashok Patel
    created · Ashok Patel 23 Jun 2026 09:04
    Hi, the branch credit feed into B-Viz has stopped picking up new trade accounts. Anything set up at the branches since last month isn't showing in the trade account view, though older accounts still look fine. The connector status page says connected and the last load time looks recent, so I'm not sure whether it's failing quietly or whether something changed on our side. I did make a change to the branch system export last month, so that may be the cause, though I haven't been able to confirm it. I've attached a screenshot showing a branch account that should be there and isn't. I'd like to test this on one branch first before switching it on for the rest, so please let me know what you need from my side. Thanks, Ashok
  2. Bethan Lister
    Public reply · Bethan Lister 23 Jun 2026 15:26
    Hi Ashok, thanks for the screenshot, that's really helpful. Just so I've got this right, the connector reports as connected, but new trade accounts from the branch export aren't appearing in the trade account view, while older ones are? Two things would help. First, which account number is missing from the screenshot, and roughly when was it set up at the branch? Second, can you check the export file for that account and tell me whether it appears there at all? I'll pick this up from our end and compare the last load against the export. Please hold off switching the connector on for the other branches for now. Thanks, Bethan
  3. Bethan Lister
    Status change · Bethan Lister 26 Jun 2026 13:49
  4. Status change · 30 Jun 2026 23:59
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