Transfers Overview
What are transfers?
Section titled “What are transfers?”Transfers send data from brix to external tools such as Ontraport, Aroflo, or ServiceM8. You can transfer clients (customers) and quote requests so that your CRM, job management, or field-service app stays in sync with brix. Your admin configures which destinations are enabled and how they connect.
Each transfer has a destination (which external system), an entity type (Client or Quote Request), and a status so you can see whether it’s pending, in progress, completed, or failed.
Where to find transfers
Section titled “Where to find transfers”- Transfers (sidebar) — Opens the Transfers area. You first choose a service (destination), such as Ontraport or Aroflo, then see the list of transfers for that destination.
- The list shows entity type (Quote Request or Client), reference or name, destination, status, and when it was transferred. Click a row to open Transfer details and view logs.
Entity types and statuses
Section titled “Entity types and statuses”- Entity types: Quote Request — a quote/estimate; Client — a customer record.
- Statuses: Pending (not yet sent), In Progress (sending), Success (completed), Failed (error; can retry), Cancelled.
From the transfer details dialog you can View Quote Request or View Client to jump to the source record in brix. For some destinations (e.g. Ontraport), a link to the external record is shown when the transfer has succeeded.
The next page describes managing transfers: filtering the list, starting or retrying transfers, cancelling them, and using the transfer details and logs.