{"id":6623,"date":"2025-04-29T14:26:00","date_gmt":"2025-04-29T14:26:00","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=6623"},"modified":"2025-05-01T19:15:34","modified_gmt":"2025-05-01T19:15:34","slug":"integration-partner-balance-sync","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/integration-partner-balance-sync\/","title":{"rendered":"Integration Partner-Balance Sync"},"content":{"rendered":"\n<p>\n  Under Balance Sync tab, user can \n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Test Balance Interface<br>      <\/li>\n\n\n\n<li>Run Balance Interface<br>      <\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Test Balance Interface<\/h3>\n\n\n\n<p>\n  Button \u201cTest Balance Interface\u201d allows user to view the employees accrual information along with balance sync errors (if any). It will also show the summary includes total records received, total errors, total processed, and ignored records.\n<\/p>\n\n\n\n<p>\n  Follow the below steps to Test Balance Interface\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Integration Partner<\/strong> option under Admin menu.<br><\/li>\n\n\n\n<li>Select a <strong>Provider name<\/strong> from the Provider drop-down menu.<br><\/li>\n\n\n\n<li>Employee Sync tab is Auto Selected. Select \u201c<strong>Balance Sync tab<\/strong>\u201d.<br><\/li>\n\n\n\n<li>To view the Test Balance interface button, turn on the <strong>toggle<\/strong> \u201c<strong>Sync Balances<\/strong>\u201d.<br><\/li>\n\n\n\n<li>Select the black out days from the drop down.<br><\/li>\n\n\n\n<li>User selects the employees in the employee selector.<br><\/li>\n\n\n\n<li>If user wants to view the ignored records, user can turn on the toggle \u201c<strong>Show Ignored records<\/strong>\u201d<br><\/li>\n\n\n\n<li>Click on button \u201c<strong>Test Balance Interface<\/strong>\u201d<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"913\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6624\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54.png 1916w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54-300x143.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54-1024x488.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54-768x366.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54-1536x732.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-54-100x48.png 100w\" sizes=\"auto, (max-width: 1916px) 100vw, 1916px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Run Balance Interface<\/h3>\n\n\n\n<p>\n  Button \u201cRun Balance Interface\u201d allows user to import  the balances info in the system.\n<\/p>\n\n\n\n<p>\n  Follow the below steps to Run Employee Interface\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Integration Partner<\/strong> option under Admin menu.<br><\/li>\n\n\n\n<li>Select a <strong>Provider name<\/strong> from the Provider drop-down menu.<br><\/li>\n\n\n\n<li>Employee Sync tab is Auto Selected. Select \u201c<strong>Balance Sync tab<\/strong>\u201d.<br><\/li>\n\n\n\n<li>To view the Run Balance interface button, turn on the <strong>toggle<\/strong> \u201c<strong>Sync Balances<\/strong>\u201d.<br><\/li>\n\n\n\n<li>Click on \u201c<strong>Run Balance Interface<\/strong>\u201d<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"425\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6626\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55.png 1913w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55-300x67.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55-1024x227.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55-768x171.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55-50x11.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55-1536x341.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55-60x13.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-55-100x22.png 100w\" sizes=\"auto, (max-width: 1913px) 100vw, 1913px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>6. Click on \u201c<strong>Run<\/strong>\u201d button appearing on the confirmation dialog.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1892\" height=\"883\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6628\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56.png 1892w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56-300x140.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56-1024x478.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56-768x358.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56-1536x717.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-56-100x47.png 100w\" sizes=\"auto, (max-width: 1892px) 100vw, 1892px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>7. It will display the summary of all records \u2013 total, ignored, processed, and with errors.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"901\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6630\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57.png 1916w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57-300x141.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57-1024x482.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57-768x361.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57-1536x722.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-57-100x47.png 100w\" sizes=\"auto, (max-width: 1916px) 100vw, 1916px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Under Balance Sync tab, user can Test Balance Interface Button \u201cTest Balance Interface\u201d allows user to view the employees accrual information along with balance sync errors (if any). It will also show the summary includes total records received, total errors, total processed, and ignored records. Follow the below steps to&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[280],"ht-kb-tag":[215,116],"class_list":["post-6623","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integration-partner","ht_kb_tag-admin","ht_kb_tag-mss"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6623","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=6623"}],"version-history":[{"count":2,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6623\/revisions"}],"predecessor-version":[{"id":6760,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6623\/revisions\/6760"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=6623"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=6623"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=6623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}