Past Order

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How do I add a past order to my account using a Deep Data Integration?

Adding past orders to your ActiveCampaign account is an essential feature that allows businesses to maintain up-to-date records of customer transactions. This is important for ensuring accurate customer insights, improving marketing strategies, and enhancing customer relationship management. Utilising deep data integrations to sync historical order data can greatly enhance your marketing automation efforts.

This article will guide you through the process of adding past orders to your account, how to access the feature, and best practices for its use.

How to Access This Feature

To access the past order feature, follow these steps:

1. Navigate to the Settings option in the left menu. 2. Click on Integrations to view available integrations tied to your ActiveCampaign account.

Step-by-Step Instructions

To sync past orders using a deep data integration, follow these detailed instructions:

1. 1. 1. Syncing Past Orders

1. **Go to Settings:**

  - Open your ActiveCampaign account and click on Settings.

2. **Select Integrations:**

  - In the left menu, choose Integrations.

3. **Choose Your Integration:**

  - Click on the specific integration you wish to sync historical data for. You will see a list of available integrations that can be synced.

4. **Initiate Historical Sync:**

  - Click the Sync Historical Data button to start syncing past orders from your connected ecommerce store. 

  Please note that synced historical data will not trigger any automations that utilize the Makes a purchase automation trigger.

1. 1. 1. Adding a Past Order When Using WooCommerce

For users of WooCommerce, follow these additional instructions to perform a historical sync:

1. **Log into WordPress:**

  - Sign in to your WordPress account where the WooCommerce plugin is installed.

2. **Locate ActiveCampaign Plugin:**

  - Find the ActiveCampaign for WooCommerce plugin in your WordPress dashboard.

3. **Select Historical Sync:**

  - Click on Historical Sync from the left menu.

4. **Start Historical Sync:**

  - Click the Start Historical Sync button to initiate the synchronization process.

5. **View Sync Report:**

  - Once the sync is complete, you can locate your sync report under Last Historical Sync Results. Here, you can view details about which orders were successfully synced and any that may have failed.

Configuration Options and Settings

While syncing past orders, you may encounter several options and settings:

- ActiveCampaign for WooCommerce Plugin: Required for syncing historical data from your WooCommerce store to ActiveCampaign. - Sync Historical Data: This is the main feature allowing you to pull past order data into your account.

It's crucial to remember that synced historical data will not include previous abandoned cart data and will not trigger automations tied to the Makes a purchase automation trigger.

Best Practices and Tips

To maximize the benefits of syncing past orders to your ActiveCampaign account, consider the following best practices:

- **Ensure Data Integrity**: Always review data accuracy in your ecommerce store before syncing to avoid unnecessary discrepancies in your ActiveCampaign account. - **Monitor Sync Progress**: Use the progress bar available during the sync process to monitor ongoing sync operations and manage them as needed. - **Regularly Update Integrations**: Keep your plugins and integration settings up to date to benefit from any new features or improvements.

Troubleshooting

If you encounter issues during the sync process, consider the following troubleshooting steps:

- **Integration Errors**: If you experience problems connecting your ecommerce integration, ensure your API key and credentials are correctly configured. - **Check for Plugin Updates**: For WooCommerce users, verify that the ActiveCampaign plugin is updated to the latest version compatible with your WordPress installation. - **Review Sync Reports**: If certain orders fail to sync, consult the Last Historical Sync Results report for specific error messages and solutions.

FAQ

1. What types of historical data can be synced?

You can sync all contacts who have made a purchase and those who have opted in for marketing updates from your WooCommerce store.

2. Will synced past orders trigger automations?

No, synced historical data will not trigger any automations that use the Makes a purchase automation trigger.

3. Can I cancel a sync once it has started?

Yes, during the sync process, you will have the option to cancel, pause, or reset your sync using the available progress bar.

4. Is there any data that cannot be synced?

Yes, previous abandoned cart data cannot be synced during the historical sync process.

5. What should I do if my sync report shows failed orders?

Review the Last Historical Sync Results to identify the reasons for the failures and take corrective actions as necessary.

6. Do I need to perform syncs regularly?

It is recommended to perform regular syncs, especially after significant sales events or marketing campaigns, to keep your data current.

7. Where can I access support for issues not covered in this guide?

You can access additional resources and support through the ActiveCampaign help center for further assistance.

By following this guide, you should be able to effectively integrate and manage past orders in your ActiveCampaign account, enabling advanced marketing strategies and improved customer engagement. ```