Learn how to Check the Sync Status available in Encompass using the KensieMae plugin (version 24.7.1 or greater) to verify the connection between Blend and Encompass.
Note: Elevated access in Encompass might be required to complete the steps below. If you don't have access to these tools, reach out to your Encompass administrator for assistance.
Why do I need to check the Sync Status?
Checking the Sync Status helps in confirming if the KensieMae Plugin is sending and receiving information properly between Encompass and Blend and can often be used as a guide to repair borrower sync.
Steps to check the Sync Status
- Go to Forms in the Encompass file.
- Open the Blend Integration form. You may need to check "Show All" to see the form.
- Locate the Blend Plugin Fields section in the bottom right corner of the form.
- Check the CX.BLEND.SYNC.STATUS near the bottom of the Blend Plugin Fields.
Sync Status Definitions
The following statuses may appear in the CX.BLEND.SYNC.STATUS field:
- Active - The application has been linked and is communicating with Blend normally.
-
Archived - The application has been archived via:
- A custom field trigger
- Global status configurations based on field 1393
- Unique business configuration
-
Disabled - Based on global or application-level configurations the application sync between Encompass and Blend has been disabled:
- Limited roll out
- Blend disabled
- Unique business configuration
-
Error - There is a full disconnect between Encompass and Blend
- Invalid credentials
- Incorrect API Configuration menu settings such as:
- Incorrect Username
- Incorrect Password
- Incorrect Deployment ID
- Invalid Environment (Beta vs Production)
- Application not found
- API is inaccessible
- Pending - An application has not yet synced with Blend but is available to do so if triggered by using one of the Blend global buttons (B Buttons).
- Warning - One or more errors were encountered during the sync. This may cause some parts of the integration to not work as expected and may cause partial data syncs between Encompass and Blend.