Lifecycle
Every source moves through the same set of states. The current state is reflected on the source card on your command center.| State | What it means |
|---|---|
pending | The source has been created in Syntaxia but the OAuth flow has not started. |
authorizing | OAuth is in progress. You are signing in on the source platform. |
syncing | The first sync is running, or a manual resync is in progress. |
active | Data is flowing. This is the steady-state for a healthy source. |
paused | The connector is temporarily paused. Disconnecting moves a source here. |
error | The source platform reported a broken connection. Reconnect to recover. |
- Disconnected (
disconnected_atset): the connector is paused and the source no longer syncs. Data is preserved. - Purging (
purging_atset): the connector, the staged data, and the source record are being permanently deleted.
Source card states at a glance
The source card uses color and motion to telegraph state without you having to read the label.| Visual | Meaning |
|---|---|
| Green dot, steady | active. Data is flowing. |
| Cyan dot, pulsing | Work in progress: syncing, processing, or running ontology discovery. |
| Amber dot, pulsing | Needs setup: pending, authorizing, or error. |
| Amber dot, steady | paused. The connector is intentionally paused. |
| Red dot, pulsing | error or ontology discovery failed. Action needed. |
Actions on a source
The actions available on a source depend on your function and role. See Source card scoping for the full matrix.Resync
Pulls the latest changes from the source platform on demand. Use this when you want fresher data than the next scheduled sync. Available to any Data Ops user.Reprocess
Re-runs the staging and counting steps over the data you already have, without pulling new data from the source. Useful after a pipeline upgrade or to recover from a stale count. Restricted to Data Ops admins and owners.Run ontology discovery
Kicks off a fresh ontology discovery run for the source. Requires an active AI provider for your organization. Restricted to Data Ops admins and owners.Reconnect
Restarts the OAuth flow for the source. Use this when the source is inerror, when you want to switch to a different integration user on the source platform, or when an OAuth grant has been revoked.
Disconnect
Soft-deletes the source. The connector is paused, the source card disappears from the active list, but all staged data is preserved. You can reconnect later if you change your mind. A source that was disconnected before its first sync completed is auto-purged, since there is no data worth preserving.Permanently delete
Hard-deletes a previously disconnected source. Removes the connector on our managed pipeline, the staged data, and the database record. This action cannot be undone. Only available on sources that are already disconnected.Per-organization limits
| Connector | Limit |
|---|---|
| Salesforce | 4 active connections per organization |
| Salesforce Sandbox | Unlimited |
| HubSpot | Unlimited |
| Pipedrive | Unlimited |
| Power BI | Unlimited |
No slots. Disconnect and purge an unused source to free a slot, or contact support@syntaxia.com to discuss raising the limit.
What gets stored where
When a source is active, your data lives in two places:- Staged data in Syntaxia’s pipeline (object storage and a counting database). This is what powers the record counts and downstream ontology pipeline. See Data pipeline for the full path.
- Source metadata in Syntaxia’s application database: the label, status, sync timestamps, and ontology snapshots.
Recovering from common states
The card is stuck on `authorizing`
The card is stuck on `authorizing`
The card moved to `error`
The card moved to `error`
The source platform reported a broken connection. The OAuth grant may have been revoked, the integration user’s password changed, or API access removed. Click Reconnect and re-authorize.
The card has been `syncing` for a long time
The card has been `syncing` for a long time
Initial syncs on large CRMs can take hours. If a card stays in
syncing for over six hours, contact support@syntaxia.com so we can investigate.I disconnected by mistake
I disconnected by mistake
As long as you have not permanently deleted the source, click Reconnect on the disconnected source card. Your staged data is intact and the source will resume from where it left off.