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Focus: Learn how to monitor, control, and optimize your active data connectors through the 5X management interface. Once your connectors are set up and running, the connector management dashboard provides comprehensive tools to monitor performance, adjust scheduling, and troubleshoot issues. This guide covers all the management capabilities available in the 5X platform.

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Connector dashboard

The main connector dashboard displays all your active data connections in a centralized table view: Connector Management Dashboard showing all active connections

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Status indicators

Each connector displays one of four possible statuses:
  • Active
  • Broken
  • Incomplete
  • Paused
Active - Connector is running normally
  • Syncing data according to schedule
  • No issues detected
Filter by status to quickly identify connectors that need attention or are in specific states.

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Connector actions

Access all connector management functions through the actions menu: Connector actions menu showing Pause, Sync now, Edit setup, Historical re-sync, and Delete options

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Available actions

Pause/Resume

Control sync executionTemporarily stop or restart connector syncing without losing configuration

Sync now

Trigger immediate syncForce a sync to run immediately, outside of the regular schedule

Edit setup

Modify configurationChange connector settings, authentication, or data selection

Historical re-sync

Backfill historical dataRe-sync all historical data (free operation)

Delete

Remove connectorPermanently delete the connector and stop all syncing

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Sync scheduling

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Frequency options

Configure how often your connectors sync data by adjusting the sync frequency: Sync frequency selection dialog with Fixed Interval and CRON Expression options
  • Fixed Interval
  • CRON Expression
Choose from predefined sync intervals:
  • 1 minute - For critical, rapidly changing data
  • 5 minutes - High-frequency updates
  • 15 minutes - Frequent refresh requirements
  • 1 hour - Hourly updates
  • 6 hours - Four times daily (common default)
  • 24 hours - Once daily
Best for: Most standard business use cases and regular reporting needs

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Connector details

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Individual connector view

Click on any connector to access detailed management options: Individual connector detail page showing HubSpot to Snowflake connection The connector detail page shows:
  • Source and destination - Visual representation of data flow
  • Status and last sync - Current operational state
  • Quick actions - Test connection, Sync now, Pause
  • Navigation tabs - Schema and Sync History

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Test connection

Use the Test connection button to verify connectivity and diagnose issues:
1

Initiate test

Click Test connection to start verification
2

Authentication check

System verifies credentials and permissions
3

Connectivity test

Tests network connectivity to source system
4

Results

Displays success or detailed error information
Test connection button and results interface Common test results:
  • Success - Connection is working properly
  • Authentication failed - Credentials need updating
  • Connection timeout - Network or firewall issues
  • Permission denied - Insufficient access rights

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Sync history

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Monitoring sync performance

The Sync History tab provides detailed information about all sync runs: Sync History tab showing successful sync runs with duration and timing details

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History details

Each sync run displays: Sync ID - Unique identifier for the specific sync run Status - Success, Failed, or In Progress
  • Success - Sync completed without errors
  • Failed - Sync encountered errors and stopped
  • In Progress - Sync is currently running
Duration - Total time taken for the sync (2m 28s, 41s, etc.) Start Time - When the sync began execution End Time - When the sync completed

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Performance insights

Use sync history to:
  • Identify trends - Monitor sync duration over time
  • Spot issues - Find patterns in failed syncs
  • Optimize timing - Adjust frequency based on performance
  • Troubleshoot - Investigate specific sync failures
Sync history is available for the last 60 days, helping you track long-term performance trends and identify optimization opportunities.

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Troubleshooting

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Common issues and solutions

Symptoms: Test connection fails, sync status shows “Broken”Common causes:
  • Expired or changed authentication credentials
  • Network connectivity issues
  • Source system maintenance or downtime
  • Firewall or security policy changes
Solutions:
  1. Use Test connection to diagnose the specific issue
  2. Update credentials in Edit setup if authentication failed
  3. Check source system status and availability
  4. Contact your IT team for network/firewall issues
Symptoms: Increasing sync duration, frequent timeoutsCommon causes:
  • Growing data volume in source system
  • Network latency or bandwidth limitations
  • Source system performance degradation
  • Suboptimal sync frequency settings
Solutions:
  1. Review sync history for performance trends
  2. Adjust sync frequency to reduce load
  3. Consider filtering data to reduce volume
  4. Contact support for optimization guidance
Symptoms: Status shows “Incomplete”, missing expected dataCommon causes:
  • Setup process not fully completed
  • Missing required configuration parameters
  • Insufficient permissions on source system
  • Schema changes in source system
Solutions:
  1. Use Edit setup to complete configuration
  2. Verify all required fields are populated
  3. Check source system permissions
  4. Review and approve any schema changes

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Best practices

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Sync frequency optimization

Choose appropriate frequencies:
  • High-frequency syncs for operational data that changes frequently
  • Standard frequencies for most business reporting needs
  • Low-frequency syncs for historical or slowly changing data
Consider system impact:
  • Avoid overwhelming source systems with too frequent syncs
  • Balance data freshness needs with system performance
  • Use off-peak hours for large data volumes

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Next steps

Monitoring & Alerts

Set up alertsConfigure notifications for sync failures and performance issues.
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