What data RevLogic syncs

RevLogic works from a copy of your store data so it can compute customer intelligence quickly without hammering Shopify's API on every page load. This article explains exactly what it pulls, how it stays current, and how fresh the numbers are.

RevLogic reads three resources from Shopify:

• Customers — names, companies, email, phone, location, and lifetime totals. These identify who each order belongs to.
• Orders — line items, quantities, prices, dates, and which customer placed them. Orders are the raw material for every profile, cycle, and recommendation.
• Products — your catalog, including product types and vendors. These power cross-sell recommendations and the categories/brands-to-pitch suggestions.

RevLogic reads this data only. It has read access to your orders, customers, and products, plus permission to create draft orders on your behalf. It cannot edit or delete anything in your store.

If you use Shopify's native B2B features (companies and company locations), RevLogic also syncs those so a company's order history aggregates across all of its contacts.

There are two kinds of sync:

• Full sync runs once when you install, and any time you trigger it manually. It pulls your customers, products, and your order history back over your lookback window (six months by default).
• Incremental sync runs automatically after that. It fetches only orders that changed since the last sync, so keeping current is fast and light rather than re-pulling everything.

You can run either kind by hand from the Data Sync page. Each resource — Customers, Orders, Products, Customer Profiles — can be synced independently, so if one hiccups you can retry just that one.

RevLogic keeps itself current in four ways:

1. New orders update instantly. When a customer places an order, Shopify notifies RevLogic and that one customer's profile is recomputed within seconds — so their overdue status and history are right the next time you open their card.
2. Time-based signals never go stale. Figures that move with the calendar — “days overdue,” health, and risk — are re-derived every time you open a customer, so they always reflect today's date without waiting for any refresh.
3. A nightly housekeeping pass re-checks each store for any order a live update missed, and on a rolling basis rebuilds the deeper, store-wide analysis (peer comparisons and cross-sell suggestions) so it keeps pace with your catalog and customer base.
4. Automatic catch-up. When you open the app after a while, RevLogic checks whether its data is stale and quietly triggers a refresh in the background.

Because “days overdue” is measured against the calendar, RevLogic re-derives it at read time — so a customer who tips past their reorder date overnight shows up correctly the moment you look, not just after an overnight job.

The Order History Lookback setting controls how far back the full sync reaches — six months by default. A longer window gives richer trend analysis (annual reorder cycles, long churn patterns) but takes longer to sync, and the available options depend on your store's size. Changing it only affects future syncs, so increase it and then run a re-sync to pull the extra history. See Settings and the Data Sync page for details.

Synced data is stored in RevLogic's own encrypted database, scoped to your store. It's never shared with third parties, and it's deleted when you uninstall. See What RevLogic can access and Data retention and GDPR for the full picture.