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What if a job, milestone, or worker is missing in Protiv?

Step-by-step troubleshooting when synced data isn't showing up.

Purpose

Sometimes a job, milestone, or worker is in your integration but doesn't show in Protiv. This article walks you through how to find it.

By the end, you'll know whether it's a sync timing issue, an exclusion rule, or something to escalate.

When To Use This

Use this when:

  • You added a worker in Aspire/Jobber/etc. and they're not in Protiv yet
  • A job is in your integration but missing from the Protiv jobs list
  • A milestone you expected isn't visible

Quick Path

  1. Check sync timing — Has at least one sync cycle passed?
  2. Check sync status — Is the integration connected and healthy?
  3. Check exclusion rules — Is the record being excluded on purpose?
  4. Check the source record — Is it actually saved and active in your integration?
  5. Trigger a manual resync — If supported by your integration
  6. Contact support — If steps 1-5 don't surface it

Step-by-Step

Step 1: Check sync timing

Different integrations sync at different speeds:

If you just added something in your integration, give it one full cycle before assuming there's a problem.

Step 2: Check sync status

Go to Settings → Integrations and look at your active integration card.

If it shows:

  • Connected / Active — Sync is working
  • Pending — First sync hasn't completed yet
  • Failed — There's a problem; this is why your data isn't appearing

If failed, try disconnecting and reconnecting. If that doesn't work, contact support.

Step 3: Check exclusion rules

Protiv lets you exclude certain jobs from generating ProPays. The most common exclusion patterns:

  • Service type (e.g. "warranty work")
  • Invoice type (e.g. "internal jobs")
  • Job name pattern (e.g. anything starting with "TEST")
  • Specific properties

Go to Settings → ProPays → Exclusions. Look for a rule that might match the missing record.

If a job matches an exclusion rule, it syncs into Protiv but doesn't generate a ProPay. The job IS in Protiv — it just won't appear in your ProPay list. Check the Jobs page directly.

Step 4: Check the source record

Go back to your integration. Verify:

  • The record is saved (not in draft state)
  • The record is active (not canceled or archived)
  • The record has the fields Protiv needs (e.g. a job needs an assigned crew or manager)

Common issue: a job exists in your integration but is in a status Protiv ignores. Most integrations have at least one status that doesn't sync.

Step 5: Trigger a manual resync

Some integrations support manual resync.

If the missing record is recent and important, a manual resync will catch it without waiting for the next scheduled sync.

Step 6: Contact support

If you've worked through steps 1-5 and the record still isn't there:

  • Email help@protiv.com
  • Include the integration name, the record name or ID, and what status it's in
  • Mention any sync errors you saw

Support can pull sync logs and diagnose what happened.

Special Cases

Worker is in your integration but won't show in Protiv

Most likely causes:

  1. The worker doesn't have a wage set in your integration
  2. The worker is marked inactive
  3. The worker hasn't been assigned to a route or branch (for branch-scoped customers)

Milestone is missing but the parent job is there

  • The milestone may be in a status Protiv excludes (canceled, draft)
  • Milestones with zero hours and zero budget sometimes don't sync on first pass

Job has the wrong budget

  • That's usually a budget configuration issue, not a sync issue
  • See the "How do I add missing budget info to a job?" article

Common Mistakes & How To Fix Them

  • "It's been 5 minutes and it's not there" Wait at least one full sync cycle. For Aspire that's 20 minutes.

  • "It's been a day and it's not there" Now it's worth investigating. Start with sync status (step 2).

  • "It's there but in the wrong place" Check route assignments, branch mappings, and division assignments in your integration.

  • How do workers, jobs, and milestones get into Protiv?
  • How does Protiv connect to Aspire?
  • How do I add missing budget info to a job?
  • Why isn't my Aspire data syncing?