1. Go to My Connections
Log in to your BUCS account. Click on Customer Portal > Connection Management > My Connections. You will see a list of all the connections created for the companies you have access to within the BUCS platform. You can review connection status and view when the connection data was last synced/refreshed.
2. Manage connection status
A status badge will indicate the status of the connection.
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Active: The connection is active and data is refreshing according to schedule (e.g. hourly, daily, monthly, etc.)
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Inactive: The connection has been disrupted and data is no longer refreshing.
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Deactivated: The connection has been deactivated intentionally and data is no longer being integrated into the BUCS platform.
⚠️ Re-establishing a connection: If a connection has become Inactive, a notification bubble on the My Connections menu will alert of this change.. The connection can be re-established by clicking the Action menu for the connection and selecting Reconnect. If the connection is no longer needed, select Deactivate.
3. Edit connections
Click on the Action menu to edit a connection. The Edit button will take you back to the connection wizard where you can change connection settings such as usernames or passwords required to support the connection.
ℹ️ For file connection types such as Excel or SharePoint, you can use the Action menu to Add Files or View Files you have already connected to the BUCS platform.
