Troubleshooting Overview

Quick diagnosis table and general troubleshooting steps.

Written By Victor Raessen

Last updated 3 days ago

Troubleshooting

Use this guide when something is not working as expected in Salesbuildr. Start with the quick diagnosis table to find the right section, or follow the general troubleshooting steps below.

Quick diagnosis

SymptomGo to
Access forbidden / cannot log inAccess & Permissions
Data not syncing to PSAPSA Sync Issues
Emails not sending / template issuesEmail & Notifications
Quote won't send / approval stuckQuotes & Approvals
Products missing / import failedProducts & Catalog
Billing code errors / charges cancelledBilling & Procurement
API 429 errors / webhooks not firingAPI & Integration Errors

General troubleshooting steps

Before diving into a specific issue, try these general steps:

  1. Check Admin > Tools > Issues — This is the central place for sync errors and warnings. Review any open issues, dismiss resolved ones, and retry failed operations.
  2. Check Admin > Tools > Logs — Review recent activity logs for error messages or failed operations.
  3. Clear your browser cache — Some display issues are caused by stale cached data. Hard refresh with Ctrl+Shift+R (Cmd+Shift+R on Mac).
  4. Verify credentials — If an integration has stopped working, credentials may have expired. Re-enter them in the relevant Admin section.
  5. Re-index — For search and product issues, a re-index at Admin > Tools > Maintenance can resolve stale data.

See also