Data synchronization
Understand the principles of daily data syncs and error handling in Sync for Commerce
Data synchronization mechanism
Once your customer has set up their sales data synchronization in the SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. configuration UI, their sales data will syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. automatically at the end of every day.
We always synchronize records for the last calendar day posted up to midnight. The syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. process may take some time to run and finish after midnight, but that does not change the dataset that was selected to syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.. This is because accounting standards generally expect you to operate on the basis of calendar days.
Merchant syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. configuration
The daily data synchronization requires the merchant to have a valid syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. configuration, which is set up using the SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. configuration UI.
If the configuration is missing, then a syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. error will occur. For example, if a merchant has not mapped an account for the sale of gift cards, and subsequently sells a gift card, data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for this record will result in an error.
In some cases, when a missing account is identified in the configuration, Codat will automatically create that account to allow the data synchronization to proceed.
Error handling
If it is not possible to synchronize data for a given day, the user will see an error in the SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. configuration UI. Errors are rare, but can happen due to:
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An unexpected issue when retrieving data from a commerce software or creating and updating data in the accounting software
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An issue with a merchant’s SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. configuration (for example, missing accounts for types of sales that occurred that day)
When an error occurs, the next daily data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. will include records of the latest and the previous calendar days. This way any missing data is automatically synced as soon as the root cause is resolved.
We disable a merchant’s data synchronization if it ends with errors for 31 consecutive days.
This ensures that we do not syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. data that the merchant has already manually uploaded and reconciled when the issue is eventually resolved. Otherwise, this would result in data duplication within the merchant’s accounting software.
The merchant can re-enable their data synchronization within the SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. configuration UI and even change the syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. start date to the date when they wish the data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. to resume.