Workbench Jobs will sync to Upvise as Projects only if the following conditions are met:

  • The “Sync to Upvise” field is ticked in Job Maintenance.

  • The Job is connected to a Financial Company (Finco) that is linked to Upvise.

  • Data sync occurs on an hourly schedule.

If a Job was created in Workbench but has not yet appeared in Upvise, it may have been created while a sync was already in progress. Use the checklist below to troubleshoot.

Checklist: Ensuring Your Job Syncs


1. Verify Job Settings

  • Open the Job in Workbench Job Maintenance.

  • Confirm that “Sync to Upvise” is selected.

  • If not ticked, select it, then Save and Close the Job. 


2. Confirm Finco Export Settings

  • Go to the Upvise Integration page in Workbench:
    Workbench Upvise Integration

  • Select the Finco linked to the Job.

  • Check that “Jobs” is included in the export settings for this Finco. 


3. Manually Trigger a Sync

  1. In the Upvise Integration page, select the Finco of the Job.

  2. Change the Last Updated Date to the day before the Job was created.

  3. Click Save.

  4. Click Export / Import to trigger a manual sync. 

  5. Wait for the sync to complete.

  6. Log in to Upvise and check if the Project is now visible.

4. Confirm Upvise Access

  • Log into Upvise using an Incognito / Private browser window.

  • Make sure you are only logged in once per user (do not log into Upvise with the same account across multiple devices).

5. Troubleshooting




By following this checklist, you should be able to confirm settings, trigger a manual sync, and resolve most cases where a Workbench Job does not appear in Upvise.