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Settings & Administration · Detailed task guide

Review External Publishing Readiness and Provider Mappings

External Publishing prepares animal information for adoption networks. Eligibility, mapping, preview, connection, transport, and successful publication are different states.

Before you beginOpen Settings → External Publishing with the relevant publishing permission. Use authorized provider credentials only through the approved settings process.

Step-by-step instructions

  1. Review the provider’s configuration and Connector status, including whether transport and live network sending are available.
  2. Review Integration enabled and organization/provider identity. Automatic publishing is unavailable in the inspected demo; Adopt-a-Pet is a reserved connector slot.
  3. Review eligibility rules for primary photo, breed, known sex, active custody, and exclusion of blocking holds.
  4. Update the animal’s appropriate Public Adoption Profile and identity fields before preparing the provider data. Keep internal notes separate.
  5. Review species, breed, sex, and color mappings so ShelterPact values resolve correctly for the provider.
  6. Use Eligibility Preview and Prepared Export Preview as available. The prepared preview validates data without transmitting it.
  7. Review connection testing and synchronization controls only when the provider is configured and live transport is authorized. The demo platform safety switch disables live sending.
  8. Use Recent activity and Last successful upload to verify an actual transport result; a completed preview alone is not publication.

Screenshots

Select an image to open the full-resolution screenshot. Long forms may extend below the initial view.

Publishing status distinguishes provider configuration, preparation, and live transport.
Figure 1. Publishing status distinguishes provider configuration, preparation, and live transport.

Practical checks

Do not assume a public profile, configured connector, or prepared snapshot means the animal is already listed externally.

Troubleshooting

What you seeWhat to check
An animal is excludedReview missing public data, active custody, blocking holds, and mappings.
Sync Now is unavailableReview configuration, preview freshness, transport status, permissions, and the platform safety switch.
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