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Connector statuses explained

Every connector has two statuses. Connector Status says where it is in its life; Engagement Status says whether its last sign-in or connection test worked. Both are on the connector's Overview tab, under Connector Details. The header beside the tabs shows the engagement value after Status:.

Connector Status​

IntELIEKonnect connector lifecycleA new connector is a Draft. Saving its settings makes it Initialised, and Enable makes it Active. Disable, or a sign-in that stops working, makes it Disabled, and Enable makes it Active again. For connectors that sign in with a provider, Authenticate moves an Initialised connector to Verification Pending. Signing in returns it to Initialised; a refused or timed-out sign-in makes it Verification Failed, and Authenticate sends it back to Verification Pending.settings savedEnableDisable, orsign-in failsEnableAuthenticatesigned inrefused ortimed outAuthenticateDraftInitialisedActiveVerification PendingDisabledVerification Failed
Authenticate also runs from Disabled, as Reconnect. A successful sign-in returns the connector to the status it had before.
Connector StatusWhat it meansWhat you can do
DraftCreated, but its settings have never been saved. Leaving the setup wizard early with Save as draft or Cancel leaves one. The list marks it with a Draft chip.Open it and finish Configuration, or remove it.
InitialisedSet up, but not switched on. Nothing runs and it can't be bound yet.With Engagement Status at Connected, select Enable.
Verification PendingA provider sign-in is under way. Authorization in progress counts down from three minutes above the tabs.Finish signing in in the pop-up window.
Verification FailedThe sign-in was refused, cancelled or ran out of time.Select Authenticate again on Configuration. See Verifying a connector.
ActiveSwitched on. Its schedule runs and it can be bound. Its settings are locked.Nothing. To change a setting, disable it first.
DisabledSwitched off, by you or by Elie after its sign-in stopped working. Settings and bindings are kept.Fix the sign-in if it failed, then select Enable.

Engagement Status​

Engagement StatusWhat it meansWhat you can do
ConnectedThe last test or sign-in worked.Nothing.
Not ConnectedNever tested, or a provider sign-in failed or expired. Normal for a new connector.Test it or sign in. See Verifying a connector.
Authentication FailedA test or a real run reached the system and was refused.Correct the credentials and test again.

In the lists​

Import Connectors, Export Connectors and the Overview Dashboard shorten Connector Status to Active or Inactive. Hover the pill for the exact status. The Engagement column is green when Connected and grey otherwise. An icon beside it means the connector has a warning, such as a missing permission or files it skipped; hover it for the detail.

When Elie switches a connector off​

If a password is changed, a key is revoked or a provider sign-in expires, the next test, run or daily check fails and Elie disables the connector. It shows Disabled with Authentication Failed or Not Connected, its Configuration tab opens with Action required, and it appears under Required Attention on Home. Reconnect, or Update credentials followed by Re-test connection, brings Engagement Status back to Connected. The connector stays Disabled until you select Enable.

Filtering by status​

Above each list, All Status filters by Connector Status and All Engagement by Engagement Status. Tick values in either; the list updates at once. The control then names your choice, or reads 2 selected, and Clear removes it. A filtered list that is empty reads No Connectors found.

The Import Connectors list with the All Status filter open, listing Draft, Initialised, Verification Pending, Verification Failed, Active and Disabled, with Disabled ticked and Clear below. The control, ringed, now reads Disabled, and the list shows the one disabled connector, Bank statements feed.
Each filter lists every value, whether or not any connector has it.
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