Viewing data synched from API integrations | InView

  • Updated

Product: InView
Applies to: Managers and Portal Administrators
 

You can view details about the data that has been synched using API integrations, including documents that could not be downloaded, asset managers, funds, investments, investors and transactions. This information provides and audit trail and lets you know if there is anything that requires you to take action.

I want to

  • View the data that has been synched from an API integration

Steps

  1. From the Profile menu, select Integrations.
  2. Click the date of the integration that you want to view.
  3. Select the various tab of the information you want to view. 

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