How to switch to Summary sync from Individual Sync or Vice versa?

Overview:

In the Settings of the app, you will find a button to request a switch on the top section. If you are currently using Individual Sync, you will see the "Request to Switch to Summary Sync" button. If you're using Summary Sync, you'll see the "Request to Switch to Individual Sync" button. Once clicked, it will show the current sync behaviour and requested sync type behavior. After adding the note, submit the request and our support team will receive the request and will do the needful.

Detailed Information:

During the initial setup, you are given the option to choose between Individual Sync and Summary Sync based on your preferences. Once selected, all orders will be synced according to that sync type. However, if you later decide that your current sync type no longer suits your workflow, you can request to switch.

Follow the below steps to submit the switch request:

• Click on the button ‘Request to Switch to Summary Sync’ or ‘Request to Switch to Individual Sync’

• It will open the window as shown in the below image:

It will have the section as explained below:

1. Current Configuration: 

   1. It will give an overview about your current sync selection and its key behavior.

2. Requested Configuration: 

   1. It will highlight the key features of the requested sync type. There will be a link as well in case you want to read about the detailed difference between individual and summary sync.

3. Note: 

   1. A note explaining that since you are requesting a sync type switch, note all the features will be compatible with the new sync type. So you need to contact our support team to reconfigure the supported feature.

4. Reason: 

   1. Enter the reason why you want to switch the sync type.

5. After entering the note, click on the Submit button.

If you’re unsure about which sync type is right for your business or have questions about the switching process, feel free to reach out to our support team.