A connection failed or found nothing
Most connection trouble is one of three things: a plan limit, an authorisation that needs refreshing, or simply no signal to find yet.
Updated May 2026
Connect is disabled, or says Upgrade to connect
Auto-discovery is on the Business plan and up. On Starter, the card shows Upgrade to connect. Connecting is also limited to Owners and Admins, so if you have an Editor, Reviewer, or Auditor role, ask an Owner or Admin to set it up. See plans, billing, and upgrading and roles and your team.
The connection shows an error
An Error status usually means the authorisation expired or was revoked on the provider's side. Click Disconnect, then Reconnect and approve the read-only access again. If your provider requires admin consent for third-party apps, an administrator may need to approve it there first.
A sync found nothing
- Discovery reads sign-in and transaction history. A brand-new connection with little history may surface nothing until there is activity to read.
- Run Sync now on the connection to check again. If you expected a specific tool, confirm it was actually used through that source.
- Connectors are rolling out in private beta, so a provider you connected may not be fully live yet. You can always add tools by hand with the add-systems wizard.
How to connect Google Workspace, Microsoft Entra, Okta, or an expense tool, what access it asks for, and how to disconnect.
The discovery queue lists AI tools found across your connected sources. How to import the real ones into your register and dismiss the rest.
Veillo's plans compared, monthly vs annual billing, how to upgrade or downgrade, what happens at your limits, and how EU VAT and invoices work.
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