Help CenterSupport & PlansWhat to include in an integration issue report

Support & Plans · Troubleshooting

What to include in an integration issue report

Give Support the provider, workflow, tenant, visible error, last successful time, and safe non-secret evidence.

Prerequisites

Tenant access and the affected feature must be known.

Expected result

Support can identify whether the request is plan, provider, tenant, or implementation scoped.

Symptoms

Give Support the provider, workflow, tenant, visible error, last successful time, and safe non-secret evidence.

  1. The issue description lacks an affected workflow.
  2. Credentials or sensitive values were shared instead of safe identifiers.

Verified checks

  1. Confirm the affected workspace and feature.
  2. Record the visible state before changing a setting.

Expected result

Support can identify whether the request is plan, provider, tenant, or implementation scoped.

  1. Support can identify whether the request is plan, provider, tenant, or implementation scoped.

Support evidence

No dedicated customer-facing Integrations route is verified. Provider credentials, CRM/booking setup, API, ERP, and payment work are implementation-managed.

  1. Provider
  2. workflow
  3. tenant
  4. visible error
  5. last success
  6. screenshot

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