Managing Transfers
Filtering the transfer list
Section titled “Filtering the transfer list”On the Transfers page, after you select a service (destination):
- Entity type — Filter by Quote Request or Client so you only see the kind of record you care about.
- Status — Filter by Pending, In Progress, Success, Failed, or Cancelled. Use this to find items that need action (e.g. Pending or Failed) or to review completed transfers.
The table shows key columns such as entity, reference number, client name (for quote requests), destination, status, and transferred date. Sort and paginate as needed.
Starting and retrying transfers
Section titled “Starting and retrying transfers”- Start Transfer — For one or more Pending (or Failed) transfers, select them and use Start Transfer. The status moves to In Progress; when the sync finishes, it becomes Success or Failed.
- Retry Transfer — If a transfer Failed, open it or select it and use Retry Transfer (or “Start Transfer” on that row) to try again.
- Cancel — For Pending or Failed transfers you no longer want to send, you can Cancel them. Cancelled transfers are not sent.
- Move back to Pending — A Success transfer can be reverted to Pending when you need to re-sync the record (for example, after updating the underlying client or quote). Select the Success row and use Move to Pending; the transfer can then be started again like any other Pending item.
Bulk actions apply to the currently selected rows; use the checkboxes to select one or more transfers before choosing Start Transfer or Cancel.
Transfer details and logs
Section titled “Transfer details and logs”Click a transfer row to open the Transfer details dialog:
- Transfer overview — Entity type, destination, status, and (for some destinations) a link to the external record (e.g. Ontraport) when the transfer succeeded.
- Entity summary — Snapshot of the client or quote request (e.g. name, contact, follow-up date) so you can confirm what was sent.
- Transfer logs — A history of status changes and messages. Use this to see why a transfer failed or when it completed.
From the dialog you can View Quote Request or View Client to open the source record in brix. For supported destinations, Transfer (or “Retry Transfer”) may be available in the dialog to start or retry the sync without leaving the page.
Destinations
Section titled “Destinations”- Ontraport — CRM; clients and quote requests can be transferred for marketing and pipeline management.
- Aroflo — Job and field-service management; keeps jobs and client data in sync.
- ServiceM8 — Field-service app; used for job and client sync.
Your admin configures which destinations are available and how they connect. If you don’t see a destination, it may not be enabled for your tenant.