Understanding Data Syncing Settings

Understanding Data Syncing Settings

The Data Syncing section in The Vital app allows you to keep your store’s customers, products, and orders up to date. Syncing ensures that your reward programs, deals, and reviews reflect the latest information from your Shopify store.

How to Use Data Syncing

You have three syncing options to manage your store data:


1. Sync Products

Purpose:
Keeps your product catalog up to date, ensuring reviews, deals, and other features reflect the latest product details.

  • When to use:
    • After adding, updating, or removing products from your Shopify store.
    • To ensure new products are eligible for reviews and deals.

2. Sync Customers

Purpose:
Updates customer records to ensure that all new and existing customers are correctly registered for reward programs and targeted deals.

  • When to use:
    • After importing new customers to your Shopify store.
    • To ensure every eligible customer gets access to rewards and deal campaigns.

3. Sync Orders

Purpose:
Updates your order history to link with reviews and rewards programs. This ensures orders are correctly tracked, and rewards are applied where necessary.

  • When to use:
    • After new orders are placed in your store.
    • To verify orders for reward point allocations and review requests.

How to Perform a Sync

  1. Navigate to Settings > Data Syncing in The Vital app.
  2. Choose the data type you wish to sync:
    • Products
    • Customers
    • Orders
  3. Click the respective Sync button for the data you want to update.

Why Syncing is Important

  • Accurate Rewards & Deals: Ensure that product-specific deals and customer rewards are applied correctly.
  • Timely Review Requests: Keeps your review requests aligned with recent orders.
  • Smooth Customer Experience: Prevents outdated data from causing issues with campaigns or customer interactions.

Keep your data synced regularly to avoid discrepancies and provide the best experience to your customers!

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