Sync rules

Use this page before the first live sync and any time the Preview counts look surprising.

Preview uses the same rules as a live run, so review skipped counts before sending customers to Mailchimp.

Customers TracsConnect can sync

TracsConnect can sync a TRACS customer when all of these are true:

1. The customer belongs to the selected shop.
2. The customer is active.
3. The customer has a usable email address.
4. The customer is marked OK to email in TRACS.
5. Mailchimp has not already marked the contact unsubscribed or cleaned.

Customer details sent to Mailchimp

TracsConnect sends:

• Email address
• First name
• Last name
• Phone
• TRACS customer ID
• The TRACS Customer tag
• Any extra tags saved in the Mailchimp setup window

Customers TracsConnect skips

TracsConnect skips customers when:

• The email address is missing or unusable
• The customer is inactive in TRACS
• The customer is not marked OK to email in TRACS
• Mailchimp already marked the contact unsubscribed
• Mailchimp already marked the contact cleaned
• The customer has not changed since the last successful sync

Preview counts

The Preview panel shows the same count groups used by the live run:

• Selected: customers reviewed by the sync
• Eligible: customers that passed the rules
• Skipped: customers held back by consent, status, missing email, or no-change rules
• Upserted: customers updated immediately
• Queued: customers queued for a larger Mailchimp batch
• Failed: customers that could not be updated

If Skipped or Failed is higher than expected, review Troubleshoot Mailchimp before running a live sync.

Mailchimp status updates

When Mailchimp sends TracsConnect an unsubscribe, cleaned, subscribe, or email-change update, TracsConnect records that status for future sync decisions.

The important rule is simple: TracsConnect does not force a contact back into marketing email after Mailchimp marks that contact unsubscribed or cleaned.