Initial Data Sync

Import your existing customers and historical orders

Import your existing customer base and historical orders so customers start with accurate tier placements and cashback history.

Why Sync Data?

Without syncing historical data:

• All customers start at your base tier (regardless of past spending)

• No historical cashback is credited

• Analytics show incomplete data

With syncing:

• Customers are placed in correct tiers based on actual spending

• Loyal customers are recognized immediately

• Analytics reflect true program performance

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What Gets Synced

Data Type	What's Imported	Used For
Customers	Name, email, account info	Customer profiles
Orders	Order totals, dates, line items	Tier calculations, cashback
Spending Totals	Calculated from orders	Tier placement

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Step-by-Step Sync Process

Step 1: Navigate to Data Sync

1. Go to Settings in the sidebar

2. Click the Data Sync tab

Step 2: Choose Your Date Range

Select how much historical data to import:

Option	Best For	Sync Time
Last 30 days	Quick setup, testing	1-2 minutes
Last 90 days	Balanced approach	5-10 minutes
Last year	Annual evaluation period	15-30 minutes
All time	Lifetime evaluation, complete history	30-60 minutes

Recommendation: Match your sync range to your tier evaluation period. If using annual evaluation, sync at least "Last year" of orders.

Step 3: Configure Sync Options

Option	When to Enable
Update Customer Metrics	Always enable for initial sync
Reconcile Ledger Entries	Enable if re-syncing or fixing data

Step 4: Start the Sync

1. Click Sync Orders

2. Wait for the progress bar to complete

3. Review the sync summary

Large stores: Syncing 50,000+ orders may take 30-60 minutes. You can navigate away - the sync continues in the background.

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After Syncing

Review Sync Results

Check the sync summary:

• Orders Synced: Total orders imported

• Customers Updated: Unique customers with orders

• Discrepancies: Any orders that couldn't be processed

Verify Customer Tiers

Spot-check a few customers:

1. Go to Customers

2. Find a known high-value customer

3. Verify their tier matches their spending

Check for Issues

If tiers seem wrong:

1. Confirm the sync date range covers their orders

2. Check the evaluation period setting

3. Verify tier thresholds are set correctly

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Syncing Strategies

For New Stores (< 1,000 orders)

Recommended: Sync "All time"
Time: 2-5 minutes
Result: Complete historical data

For Established Stores (1,000 - 50,000 orders)

Recommended: Sync "Last year" initially
Then: Sync "All time" later if needed
Time: 15-30 minutes
Result: Recent customers get proper tiers

For Large Stores (50,000+ orders)

Phase 1: Sync "Last 30 days" (immediate data)
Phase 2: Sync "Last 90 days" (next day)
Phase 3: Sync "Last year" (weekend)
Phase 4: Sync "All time" (if needed)

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Troubleshooting

Sync Takes Too Long

• This is normal for large order volumes

• Sync runs in the background

• Check back in 15-30 minutes

Customers Still at Base Tier

1. Verify sync completed successfully

2. Check sync date range includes their orders

3. Confirm Update Customer Metrics was enabled

4. Trigger a manual tier recalculation in Settings

Missing Orders

1. Check order status (must be "Paid")

2. Verify orders are within sync date range

3. Look for entries in the Discrepancies list

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Next Steps

• Assigning Existing VIPs - Manually promote your top customers

• Testing Your Setup - Verify everything works