How do I sync historical orders?

Introduction

Connex can import historical orders or change existing orders, based on a settings change. 

Can I preview a list of orders?

On Connex, hover over the gear and click reports. Click order previewer. You can view orders by a date or a list of order numbers.

Historical Orders

Connex uses a scheduled task system to pull orders. By default, the system pulls orders from current install date into the future. If you want to do orders from the past, follow these steps:

  1. Login to Connex For Xero.
  2. On the my connections page, choose your solution if you have more than one. Click submit.
  3. Adjust the date range.
  4. If you wish to update duplicate orders, go to the advanced tab and select update existing transactions.
  5. Click save and sync.
  6. Wait about 15 minutes.
  7. Check the log by hovering over the gear box > transaction log.


Here is an image of the order export settings area:



 

 

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