Why We’re Making This Change
Improving Stability: Update to Sales Data Sync Timing
At Clientbook, we’re committed to providing a stable and seamless experience for all our users. As part of this commitment, we’re making a change to how we sync sales transaction data from your point of sale (POS) system into Clientbook.
By scheduling sales data processing, we can validate and organize the data before it enters Clientbook. This reduces strain on our system and helps us avoid the kind of instability that can affect both new setups and ongoing integrations. It’s a change aimed at making Clientbook faster, more reliable, and better able to support your business long-term.
What’s Changing
Certain integrations with Clientbook, most commonly with The Edge, may notice a shift in when your sales data appears in the system. For many of you, because of the nature of some integrations, the following changes are already your experience.
Previously, sales transactions were synced in near real-time for a number of integrations. However, this can create performance issues, especially during the initial data setup when we pull in historical data from your POS. Processing all this data can also be a large strain on our infrastructure.
Now, to improve overall system reliability, sales transactions will be processed twice daily rather than immediately as they happen. This allows us to receive the sales transaction and validate it before syncing it to the database.
This only impacts sales transactions. Customer and product data will continue to sync in real time.
What This Means for You
Sales-triggered automations may not run on the same day as the sale occurs. Any sales triggers set to go off "0 days after the sale occurs" will trigger when the sales transaction is synced, which will likely be the next day.
Sales will typically appear in the Clientbook Sales Log and Sales Report the following day, which means sales reporting will largely lag by a day.
These changes only apply to certain POS integrations, and do not affect manual sales entry (like using Client Activity) or other types of integrations where this is already the experience. This means that things like repair complete notifications will be unaffected.
Affected POS integrations:
The Edge
Shopify
Lightspeed
Jewel 360
Music Shop 360
Rain
KWI
Logicmate
Like Sew
See additional documentation for sales triggers here: https://clientbook.zendesk.com/hc/en-us/sections/29946139306779-Sales-Triggers