Jobs created in Workbench sync to Upvise as Projects. If you cannot see a job in Upvise, follow these steps to check and confirm the sync:


Step 1: Check the “Sync to Upvise” Flag in Workbench

  • Open Job Maintenance in Workbench.

  • Ensure the Sync to Upvise flag is ticked for the job.

  • You can update this flag in bulk using the Editable Jobs List function.



Step 2: Verify Job Exports Are Enabled for the Financial Company

  • Go to the Upvise Integration page in Workbench.

  • Confirm that Jobs is selected for the financial company the job belongs to.

  • If it is not selected, tick Jobs and click Save to apply the change.



Step 3: Run a Manual Data Sync (if required)

  • From the integration page, click Manual Data Sync.

  • Choose Projects & Work Centers.

  • This will trigger a one-off sync to bring across any missing projects for the selected financial company.



Step 4: Check in Upvise

  • Log in to Upvise Web.

  • Navigate to the Project List to confirm the job has appeared.



Step 5: If the Project Still Does Not Appear
If the job is still missing in Upvise after following the above steps, check the following:

  • The User Type of the person viewing the project (some users have restricted visibility).

  • Whether the project in Upvise has an Owner assigned.



Related: Why is my project showing in the "Not Started" list?