Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Why aren’t Online Activities being created in the database?
If you find that Online Activities are not being created in Workbooks but are being created in the GatorLeads Portal then there are a couple of checks you can perform in order to troubleshoot the problem.
1 – Is the plugin installed?
To check this go to Start > Configuration > Email & Integration and check to see if the option is there for Web Insights:
If Web Insights is not available then the Plugin has not been installed. You will need to follow the Web Insights Plugin Setup Guide on the Knowledge Base in order to install and set this up.
2 – Is the Process running?
If the Plugin has been installed you will be able to see when the last online activities were created:
If there has been no Recent Activity created then you will need to check that the Process is still running. To do this go to Configuration > Automation > Processes > Scheduled Processes and open the Web Insights Sync Process.
You will need to check the Enabled checkbox on the Process, if this is unchecked you will need to check the box to enable the Process again. You may want to review the Progress Logs to see why the Process disabled so that it doesn’t get disabled when it has been re-enabled.
You will also need to check your Access Settings to make sure that the Process was running as an Active User. We recommend that you use the Automation User for Web Insights as this User will be creating Sales Leads in the database through the Web Insights Sync.
Contact Support
If the Plugin is installed and the Web Insights Process is running without errors you will need to contact Workbooks Support at support@workbooks.com to investigate further.