Occasionally, new plant items or new rates added in Workbench may not immediately appear in Upvise.


Follow the steps below to troubleshoot and ensure plant rates are available in your daily diary, plant issue subform.


Steps to Troubleshoot:

  1. Perform a Manual Data Sync

    • Use the manual data sync function in the Upvise Integration page in workbench to sync the latest updates to Upvise.
    • Select Plant Items and Plant Groups, Regions & Rates rates in the manual data sync options.
    • Click SYNC 

  2. Verify Rate Updates

    • Confirm that the plant rates have successfully updated after the manual sync. 

  3. Create a Daily Diary for Testing

    • Create a new daily diary entry to confirm that updates are reflected correctly.

  4. Add a Plant Item

    • Add the relevant plant item to the diary to verify its functionality.

  5. Check Plant Rate Availability in plant issue subform

    • Ensure that the plant rate is visible and accurate in the daily diary. 

Best Practices:


  • Hourly Sync: New plant items and rates added in Workbench should automatically sync to Upvise during the scheduled hourly sync.
  • Manual Sync: If plant rates are not available immediately, perform a manual data sync to expedite the process.
  • Testing: After syncing, create a daily diary and add a plant item to confirm the updates are applied.