Lesson 1 of 2 · 2 min
Where your data comes from
Read which integrations are connected and which aren't, without guessing from a stale number on a dashboard.
A KPI is only as current as the integration feeding it — and that status is one click away, not something you have to infer from a number that stopped moving.
Data Management → Integrations & APIs opens on Your Integrations, a grid of cards — one per connected service (Adjust, Asana, HubSpot, DATEV, Pipedrive, an Excel-based feed, and others). Each card carries a status line and a single action button, and the two combinations that matter are opposites of each other. A real timestamp next to a green Manage button means the integration is connected — opening it shows a plain confirmation: "The credentials are stored securely. No further information needed." "No info" next to an amber Continue button means it isn't connected yet — opening it explains exactly why: "No API key has been submitted. Therefore, no API connection is established at this time."
Each card's ⋮ menu carries four actions: Disconnect API, Delete Wizard Data, Remove Integration, Show Status.
Below the connected list sits the Integration Marketplace — every other service ValueWorks can connect to, each with a plain Connect button, not yet wired up. It's the catalog of what's available, not what's active.
Takeaways
A timestamp + green Manage means connected; "No info" + amber Continue means not yet — opening either tells you exactly why.
The ⋮ menu on every card: Disconnect API, Delete Wizard Data, Remove Integration, Show Status.
The Integration Marketplace, below the connected grid, is what's available but not yet connected.
Surfaces covered
- Integrations & APIs
- Integration cards
- Show Status
- Disconnect API
Micro-check
Two quick questions
Practice only — nothing here is scored or recorded.
1. A card reads "No info" next to an amber Continue button. What does that tell you?
2. You want to know exactly when a connected integration last synced. Where do you look first?