Data Manager
Merging Contacts in Synkd
1. Navigate to the "Data Manager" menu 2. Search for the contacts in question 3. Select both of the contacts 4. Press the merge button (as shown in pic) 5. Keep the first created customer on top as it will stay active while the one in bottom will be ...
How to Re-Sync Any Data in the Data Manager
How to Re-Sync Any Data in the Data Manager 1. Navigate to the "Data Manager" menu 2. Search for the data in question and select the circle selection icon to the left for each entry you would like to resync, After this click the "selected" header 3. ...
How to Archive Customers & Products
How to Archive Customers & Products If duplicate data is present or if there are customers/products to delete, an Archiving process will need to be completed. Deleting data could effect previous history, sales summaries and totals, which may cause ...
Overview of the "Data Manager" Screen
Overview of the "Data Manager" Screen The Data Manager screen allows searching for data in more granular detail. (Instructional video included below) Select the platform followed by the Data Type and Sync Status. Once narrowed down, using the search ...