Retrying Failed Quote Syncs

When a quote sync fails, you can retry it after fixing the underlying issue.

Finding Failed Syncs

  1. Go to Data in the sidebar
  2. Click Quotes
  3. Look for entries with a red Failed status badge
  4. Recent failures appear at the top of the list

Understanding the Failure

Before retrying, understand why the sync failed:

  1. Click on the failed quote sync entry
  2. Review the error message
  3. Note any specific details (SKU names, customer info, etc.)

Common Error Types

Error Meaning Action Needed
SKU not found Product doesn't exist in destination Create the product with matching SKU
Customer email missing Contact has no email Add email to the contact
Unauthorized Connection issue Reconnect HubSpot or QuickBooks
Already synced Estimate exists in destination Check destination; may not need retry

Fixing Common Issues

SKU not found

  1. Identify the missing SKU from the error
  2. Go to the destination system
  3. Create the product with the exact matching SKU
  4. Return to SimpleCommerceSync to retry

Customer issues

  1. Find the contact in the source system
  2. Add or correct the email address
  3. Return to retry the sync

Connection issues

  1. Go to Settings then Connections
  2. Reconnect the affected system
  3. Return to retry the sync

Performing the Retry

Once you've fixed the issue:

  1. Go to Data then Quotes
  2. Find the failed sync
  3. Click to view details
  4. Click the Retry Sync button

What Happens During Retry

After clicking retry:

  1. Status changes to Pending
  2. The sync is queued for processing
  3. Quote data is fetched fresh from source
  4. Estimate is created/updated in destination
  5. Final status is Success or Failed

Retry Limitations

Which syncs can be retried

  • Failed status - Can be retried
  • Pending status - Can be retried (re-queues the sync)
  • Success status - Cannot be retried (already completed)
  • Processing status - Wait for it to complete first

Tips for Reducing Failures

  • Enable product sync - Keep product catalogs aligned automatically
  • Verify customer data - Ensure contacts have email addresses
  • Test with simple quotes - Start with quotes that have few line items
  • Monitor sync logs - Check regularly to catch issues early

If Retry Keeps Failing

If the same quote keeps failing:

  1. Review the error message carefully
  2. Verify all products exist in both systems
  3. Check customer data is complete
  4. Look for special characters that might cause issues
  5. Contact support if problems persist