Sync Health
Much of the CRM data (e.g. companies, subscriptions) is automatically synchronized with upstream SELLERLOGIC systems. This page shows whether that data sync is running reliably, when the next run is due, and where errors happened recently — it also offers tools to fix data-quality problems that come out of the sync.
What can I do here?
- See when the last and next sync runs happened or are due
- Check the 24-hour statistics: number of runs, error rate, records processed
- View the most recent sync runs with time, status, and number of processed/errored records
- Trigger a sync manually instead of waiting for the next automatic run
- Detect duplicate companies (identical name) and automatically merge them
- Manually regenerate renewal/win-back deals
Step by step
- Open CRM → Sync Health to see the current status at a glance.
- Check the 24-hour statistics and the recent sync runs if you suspect data is out of date.
- Click "Start Sync" to trigger a new synchronization run immediately.
- Use the duplicate cleanup when needed: first show a preview of the found duplicate groups, and only run the cleanup after reviewing it — the action can't be undone.
Fields explained
| Field | Meaning | Notes/Effect |
|---|---|---|
| Next Sync | Time of the next scheduled automatic run | |
| Interval | How often the sync runs automatically | |
| 24h Statistics | Number of runs, error rate, and records processed in the last 24 hours | |
| Error Rate | Share of failed runs out of all runs | |
| Records (24h) | Number of created, updated, and errored records | |
| Synchronized Entities | Which data types are synchronized | |
| Recent Sync Runs | Table with time, status, record count, and errors per run | |
| Duplicate Cleanup | Finds companies with identical names and merges them onto the record carrying the SELLERLOGIC ID | Linked records (e.g. contacts, deals) are automatically re-parented; the duplicate record is deleted |
| Regenerate Deals | Runs the automatic deal generator immediately instead of waiting for the nightly run | Deduplicates deals, resets untouched upsell deals, and refreshes deal values |
Values & statuses
This page doesn't define its own value lists; sync runs have a success/failure status shown directly in the "Recent Sync Runs" table.
Frequently asked questions
What do I do if the last sync failed?
Check the 24-hour statistics and the recent runs for error details; you can trigger a new attempt via "Start Sync" if needed.
Can duplicate cleanup be undone?
No. Review the preview of the affected groups carefully before running it.
What is "Regenerate Deals" good for?
It lets you refresh renewal and win-back deals with the latest metrics immediately, without waiting for the nightly automatic run.
How the metrics are calculated
The page queries its values live and refreshes roughly every 30 seconds. Nothing is precomputed.
| Metric | Calculation |
|---|---|
| Error rate (24h) | Number of failed runs divided by all runs in the last 24 hours, as a percentage (one decimal). Whole runs are counted, not individual records. |
| Records (24h) | Sum of records processed in the last 24 hours; "errors" is the sum of records that failed during those runs. |
| Next sync | The time of the last successful run plus the fixed sync interval (default: every 10 minutes). |
| Run status | A run is successful if it completes in full — even if individual records had errors. It counts as failed only when the whole run aborts. |
Error-rate colour scale: below 5 % green, 5 to under 15 % yellow, 15 % and above red. There is no overall "health status" — the scale refers only to the 24-hour error rate.
How to improve sync health
- Check failed runs first. They drive the error rate the most — look at the cause in the run details and fix it.
- Watch record-level errors. Even on "successful" runs the record error count can rise; this points to individual faulty records (e.g. duplicates).
- Clean up duplicates. Duplicate merging reduces recurring record errors.
- Sync manually on acute suspicion. "Start sync" triggers a fresh run immediately instead of waiting for the interval.