Managing Transfers
Filtering the transfer list
Section titled “Filtering the transfer list”On the Transfers page, after you select a service (destination):
- Record 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 (for example Pending or Failed) or to review completed transfers.
The table shows key columns such as record type, 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 has Failed, open it or select it and use Retry Transfer to try again.
- Cancel — For Pending or Failed transfers you no longer want to send, use Cancel. Cancelled transfers are not sent.
- Move back to Pending — A Success transfer can be moved back 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 panel:
- Transfer overview — Record type, destination, status, and (for some destinations) a link to the external record when the transfer succeeded.
- Record summary — Snapshot of the client or quote request (for example 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 details panel 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 panel to start or retry the sync without leaving the page.
Destinations
Section titled “Destinations”- 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 — see the Integrations section. If you do not see a destination, it may not be enabled for your workspace.
Frequently asked questions
Section titled “Frequently asked questions”Why does a transfer stay in the Failed state after retrying?
Check the transfer log for error details. Common causes include credentials that have changed since the integration was set up, or a record that the external system does not accept (for example a missing required field). Contact your admin if the error is unclear.
Can I transfer a quote to more than one external system?
If your admin has connected multiple destinations, you can transfer the same record to each destination separately. Each transfer appears as a separate row in the list.
Will retrying a transfer create a duplicate in the external system?
brix checks for existing records before creating new ones in most integrations. However, the exact behaviour depends on the integration. If you are unsure, check with your admin before retrying.
Things to check
Section titled “Things to check”Transfer stuck in In Progress
The external system may be unavailable or slow to respond. Wait a few minutes and refresh the list. If the status does not change, contact your admin to check the integration connection.
Transferred client details are wrong in the external system
The transfer sends a snapshot of the record at the time of transfer. If the client’s details changed after the transfer was sent, update the record in brix and re-transfer it.