Reloading the Smart Insight sales data sync might have serious consequences, perform this action only if the client has confirmed it because it will impact:
- Current campaigns using Smart Insight filters or segments
- Automation programs using Smart Insight filters or segments
- Loyalty programs
Flexible Sales Data (Sales Data Stream)
This information is only relevant for customers who upload sales data into Smart Insight via the Predict sales API.
Flexible Sales Data is enabled automatically for new Plug-in customers. You can enable Flexible Sales Data for existing customers using the previous variant as follows:
Customers can only switch to Flexible Sales Data (i.e. Sales Data Stream) if you empty the Smart Insight database as described in Reloading Smart Insight sales data sync with the following exceptions:
1. The Toggle sales data onboarding option has to be enabled.
2. Please raise a support ticket (e.g. https://emarsys.jira.com/browse/CDP-4237)
Ideally, before you reload the Smart Insight sales data sync, a JIRA ticket should already be open and Flexible Sales Data setup should be completed for such customers using Smart Insight. Otherwise, customers will not be able to use Smart Insight and Loyalty until the setup has been finished on the Flexible Sales Data side.
Reloading Smart Insight sales data sync
Here is what you need to do to reload the Smart Insight sales data sync:
1. In EMS Admin, navigate to Plugins Report, search for the client and click the Edit icon next to it.
2. Disable Product Sync and Order Sync.
If Product Sync or Order Sync is In progress, then wait until it is finished.
3. Wait until XX:30 (where XX refers to the next hour) to ensure that all previous orders have left the queue. For example, if you disabled Order Sync at 13:03, you can clean the orders only after 14:30.
4. Clean up all sales files waiting to be loaded as follows: in the Emarsys Platform go to Management > Smart Insight Data Quality > Data Loads, click Start Load and wait until it is finished.
5. Clear the Smart Insight database as follows: go to Management > Smart Insight Settings > Advanced and click Empty Database.
If Flexible Sales Data is enabled for the client and they have duplicate sales data in Smart Insight even after removing duplicates, then you need to follow the steps below:
a. Please open a ticket for the Data Platform team to fix the duplicate sales data issue for the customer (please also add the customer ID to the ticket): the Data Platform team will run a deduplication script.
b. After that, you need to empty the Smart Insight database as described in Reloading your Smart Insight data.
c. Please open a ticket for the Revenue Attribution team to run a full customer data recalculation.
6. Flexible Sales Data is automatically activated for clients using the Emarsys Plug-in. You can disable Flexible Sales Data for clients who cannot use this feature in the Plugins Report menu in EMS Admin by clicking Disable. You can only change this setting after disabling order sync.
This step is only relevant for customers using Flexible Sales Data, if the client is not using it, proceed to Step 7.
If the flexibleSalesDataOnboardingEnabled attribute is set to true, it means that Flexible Sales Data is activated for the client.
8. To initiate a full order synchronization, under Plugins Report, click Enable next to Order Sync and then enable Product Sync.
9. In the Emarsys Platform, navigate to Management > Smart Insight Data Quality > Data Loads and check that files are listed in the Smart Insight queue and load data (i.e. contacts, sales and products) to Smart Insight by clicking Start Load.