video1.0<iframe src="https://www.loom.com/embed/23fed56e58884d7caeb8daaa94fd9ddc" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/23fed56e58884d7caeb8daaa94fd9ddc-70791e1f3e255143.gif194.005This Loom outlines key checks to complete before reconciling each month in your FreshSync system. It recommends starting at the Sync Status menu and using Quick Sync to sync all set integrations, noting it will not sync CSV imports or PSA. Before reconciling, it advises running a full PSA sync once per month from Settings to update all PSA lines, including name or status changes and any new or expired contract lines. Finally, it suggests reviewing data sources and advanced config service and account mapping statuses after the sync to catch any new mappings not yet shown on your dashboard.