Data Not Syncing in IZI — What to Do
Data Not Syncing in IZI — What to Do
Section titled “Data Not Syncing in IZI — What to Do”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.
When This Happens
Section titled “When This Happens”- 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
Quick Checks — Under 5 Minutes
Section titled “Quick Checks — Under 5 Minutes”-
Refresh the CRM page (F5) — visual mismatches often disappear after a refresh.
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Check internet on the device with the CRM — open any site in the browser.
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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.
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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.
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Check agent status — if a specific PC’s state isn’t syncing, a grey card = agent offline. Recovery guide.
If That Doesn’t Help — Go Deeper
Section titled “If That Doesn’t Help — Go Deeper”Transaction Queue — Pending Operations
Section titled “Transaction Queue — Pending Operations”If internet was unstable, some operations may have entered a queue and not been sent:
- Open Transactions → filter by “Pending” status
- If there are operations pending — wait 2–5 minutes with a stable internet connection: they’ll send automatically
- If an operation has been pending more than 10 minutes — click on it and select Retry (if that option is available)
- If no retry option — record the operation number and contact support
Agent Not Receiving State Update
Section titled “Agent Not Receiving State Update”If a PC appears online but doesn’t respond to CRM commands:
- On the problem PC, find the IZI tray icon
- Right-click → Restart
- After restart, the agent requests the current state from the server
- 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:
- Open the client card → History tab — chronological log of all changes
- Determine the last reliable state
- If needed, manually adjust the balance with a reason comment
Analytics Data Is Delayed
Section titled “Analytics Data Is Delayed”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.
Integrations and Exports Show Stale Data
Section titled “Integrations and Exports Show Stale Data”If data diverges between the CRM and an external system (accounting software, Google Sheets, other):
- CRM data is the source of truth
- Force a data refresh/re-request in the external system
- If integration works via webhook — check the incoming event log in the external system
- For persistent divergence, contact IZI support with specific transaction numbers and dates
Prevention
Section titled “Prevention”- 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.
See Also
Section titled “See Also”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.