Broker activity connector not pulling data
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Clonvara Insurance Services: documents · Broker activity connector not pulling data
Broker activity connector passed the test but loaded no data. Siobhán Dunne found the records were in a different system location; once corrected, data flowed through.
What happened
What this says
Current to 11 Oct 26Broker activity connector passed the test but loaded no data. Siobhán Dunne found the records were in a different system location; once corrected, data flowed through.
Problem: connector activated and connection test passed but no data arrived; team needed brokers' activity live that week. Handling: Bethan asked about service account permissions and record location. Siobhán confirmed permissions were correct, discovered the records were in a different location than expected, corrected it and data loaded.
Details
Updated 9 Oct 26Trail
created · Siobhán Dunne 13 Nov 2025 08:50We've just activated the broker activity connector but it's not pulling any data into the brain. We've set up the integration and the connection test passed, but the initial load isn't coming through. What should I check? We're trying to get the brokers' view of their tickets and activity live this week.- public_reply · Bethan Lister 13 Nov 2025 11:38Thanks for getting in touch. Just so I've got this right: the connector passed the connection test but no data has come through yet. A couple of questions. How long has it been since you activated it? Does the service account you provided have permissions to read broker activity records?
- public_reply · Bethan Lister 17 Nov 2025 12:57I've checked the integration logs and the connector is connecting successfully but it's not finding any records to pull. The most likely cause is that the service account doesn't have the right permissions, or broker activity records don't exist in that part of the source system yet. Can you verify that records exist and that the account can see them?
- public_reply · Siobhán Dunne 17 Nov 2025 14:04Grand, so I've checked with the source system admin and the account does have access. I found the issue: the records are in a different location than we expected. Once we corrected that, the data flowed right through. All sorted now. Thanks for walking me through the troubleshooting.
- status_change · 21 Nov 2025 23:59