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Data Not Syncing in IZI — What to Do

Published: · IZI Team

Symptom: an action was performed in the CRM but the result didn’t show — balance didn’t update, session status didn’t change, transaction stuck in queue.

  • Unstable internet at the time of the operation — data went into queue and is waiting for re-send
  • Browser or client’s mobile app is showing cached data
  • Agent on the PC lost connection and didn’t receive the server command
  • IZI server is processing a heavy load — interface update delay
  • Data conflict between multiple administrators working simultaneously
  1. Refresh the CRM page (F5) — visual mismatches often disappear after a refresh.

  2. Check internet on the device with the CRM — open any site in the browser.

  3. Find the operation in Transactions — open Transactions, filter by last 30 minutes. The operation status there is the source of truth: “Completed” = data saved, the interface just hasn’t updated.

  4. Ask the client to refresh their app — balance and status in the client’s mobile app don’t update instantly. Closing and reopening the app usually suffices.

  5. Check agent status — if a specific PC’s state isn’t syncing, a grey card = agent offline. Recovery guide.

If internet was unstable, some operations may have entered a queue and not been sent:

  1. Open Transactions → filter by “Pending” status
  2. If there are operations pending — wait 2–5 minutes with a stable internet connection: they’ll send automatically
  3. If an operation has been pending more than 10 minutes — click on it and select Retry (if that option is available)
  4. If no retry option — record the operation number and contact support

If a PC appears online but doesn’t respond to CRM commands:

  1. On the problem PC, find the IZI tray icon
  2. Right-click → Restart
  3. After restart, the agent requests the current state from the server
  4. The PC status in CRM updates automatically

Conflict from Simultaneous Multi-Administrator Work

Section titled “Conflict from Simultaneous Multi-Administrator Work”

If two administrators worked with the same client or same PC simultaneously:

  1. Open the client card → History tab — chronological log of all changes
  2. Determine the last reliable state
  3. If needed, manually adjust the balance with a reason comment

Analytical reports are processed with a delay — this is normal:

  • Current shift data: available in real time
  • Yesterday’s data: usually available in the first half of the next day
  • Historical data older than a week: may update every few hours

If data from a closed shift hasn’t appeared for more than 24 hours — contact support, specifying the shift date.

If data diverges between the CRM and an external system (accounting software, Google Sheets, other):

  1. CRM data is the source of truth
  2. Force a data refresh/re-request in the external system
  3. If integration works via webhook — check the incoming event log in the external system
  4. For persistent divergence, contact IZI support with specific transaction numbers and dates
  • Use a wired internet connection on the cash register computer — Wi-Fi has more frequent brief interruptions, which create queues.
  • Don’t perform the same action twice in a row without waiting for the system response — this creates duplicate transactions.
  • Before closing a shift, ensure no operations in “Pending” status are in the Transactions section.

Frequently asked questions

I topped up the client's balance but they still see the old amount in the app — why?

The client's mobile app is cached. Ask the client to refresh the balance screen or fully close and reopen the app. If the balance doesn't change after refreshing — check the top-up transaction status in the CRM.

Session ended in CRM but PC didn't unlock — what to do?

The agent on the PC didn't receive the end command. Restart the agent: IZI tray icon → Restart. After restart, the agent will fetch the current state from the server and unlock the PC.

Analytics for yesterday still haven't appeared — is this normal?

Analytics can update with up to a few hours delay. If data is missing for more than a day — contact support; this may be a server-side processing delay.

How do I tell if the problem is my network or IZI servers?

Open any external site — if it loads, your network works. Then check IZI service status in the CRM notification section — platform status is shown there.

Data conflict — one amount in CRM, different in export. Which is correct?

Data in the CRM is canonical. Exports and integrations can be cached. Re-request the export or refresh the integration. If the discrepancy persists — contact support with specific transaction numbers.