Overview

LedgerSync delivers the statements, transactions, and check images you choose to your connected cloud storage (Google Drive, Dropbox, Box, OneDrive, SharePoint, or SmartVault). If uploads to a storage keep failing for a reason you need to fix, the Cloud Storage page shows a warning on that storage's tab, so you don't find out only when a file is missing.

When the Warning Appears

LedgerSync runs an upload to each connected storage every night. The warning appears only after uploads to that storage have failed on at least two nightly runs in a row. A single failed night does not show a warning.

Why a Sync Can Fail Even Though the Connection Looks Fine

Not every failure is about your login. Often the problem is the destination folder LedgerSync saves files to. It may have been:

• Deleted
• Renamed or moved
• Un-shared from the connected account

In these cases your sign-in can still work, so nothing looks broken on the surface, but new files can't be delivered. Other reasons include the storage no longer accepting the saved authorization, or the storage account running out of space.

How You'll Know

Open Cloud Storage from the Tools menu and select the storage's tab. When a warning is active, a warning box on that tab shows:

• A short, plain-language reason for the failure
• A suggested next step
• The date and time of the most recent failed upload

What To Do When You See a Warning

1. Open Cloud Storage from the Tools menu and select the affected storage's tab.
2. Read the reason and the suggested step in the warning.
3. If the destination folder was deleted, renamed, moved, or un-shared, recreate or re-share it, then choose the destination folder again on that tab. If the folder is a client's own folder, update it under Client Actions > Client List, then Manage > Cloud Mapping on that client's row.
4. If the warning says the storage no longer accepts the saved authorization, click the reconnect button in the warning and confirm. When the page reloads, use the authorize button to sign in to the storage account again.
5. If the storage account is out of space, free up space or upgrade the storage plan.

How the Warning Clears

Choosing a new destination folder on the storage's tab, or reconnecting the storage, clears the warning right away. Otherwise it clears on its own the next time the nightly upload delivers a file to that storage.

What Won't Happen

A failed upload does not clear your saved folder or client folder mappings.

Related Articles

• How do I export data to a specific folder on my cloud storage?
• How to connect and map client specific statements and checks to SmartVault
• What is the best way to utilize SmartVault and Ledgersync together?

Need Help?

If you're seeing a cloud storage warning and aren't sure how to resolve it, contact us at support@ledgersync.com.