Overview
You can adjust various import and syncing settings for your Insight data. The options outlined below are located in System > Configuration > Dotdigital > Configuration and System > Configuration > DOTMAILER > Developer.
Import settings (in 'Developer')
Sync memory limit
Click on the dropdown list to select No to use the system default memory or Yes to use the customer sync memory default.
Depending upon your site's configuration, you may not have either enough memory set in the PHP memory or too low a PHP timeout setting for our sync to work. As a default we use your site's default setting but selecting 'Yes' will set the timeout as 7200 and the memory as 512MB.
Once happy with the limit size selected, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Data sync size
To adjust your data synchronisation limit size, click on the dropdown to select from a 50, 100, 200, 300, 400 or 500 limit per Insight data import. The smaller the limit size, the quicker the import will be able to complete but obviously the less Insight data will be imported in one go.
It is important to remember this limit is per website, so if you have four websites then a limit of 200 is actually 800.
Once happy, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Transactional data (in 'Configuration')
Import with status
In System > Configuration > Dotdigital > Configuration, you have the option to only import and synchronise orders of a certain status, rather than all of them. Click on 'Transactional Data' on the list to select a status, or you can select multiple statuses by holding the Ctrl button whilst selecting.
Once happy with your selection, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Order custom attributes
You can select additional custom order attributes to be imported and synchronised with your OrderInsight data, if you have OrderInsight installed. This selection comprises all of the order attributes that are available within the Magento system, allowing you to segment and send content based upon these too. Click on the list to select an attribute, or you can select multiple attributes by holding the Ctrl button whilst selecting.
Once happy with your selection, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Quote custom attributes
You can select additional custom quote attributes to be imported and synchronised with your OrderInsight data, if you have OrderInsight installed. This selection comprises all of the quote attributes that are available within the Magento system, allowing you to segment and send content based upon abandoned carts/baskets too (but only for quotes that have not converted). Click on the list to select an attribute, or you can select multiple attributes by holding the Ctrl button whilst selecting.
Once happy with your selection, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Include products attributes in order sync
You can select product attributes for catalog synchronisation with your AccountInsight data, if you have AccountInsight installed.
Once happy with your selection, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Include product custom options in order sync
You can enable your custom product options for synchronisation here.
Once happy with your selection, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Catalog sync settings (in 'Configuration')
Catalog values
When you have AccountInsight data, you can select whether the syncing of a product will include only its default settings or if the product is synced separately for each store.
Once happy with your selection, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Include products by visibility
You can choose to sync only the products of a certain visibility type as set in Magento.
Once happy with your selection, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Include products by type
You can choose to sync only the products of a certain type as set in Magento.
Once happy with your selection, click Save Config in the top right. Magento will then confirm that the settings have been saved.
Sync settings (in 'Developer')
Refresh orders data
Clicking Run Now will refresh all of the OrderInsight data stored in Dotdigital that you've already imported from Magento, marking it all for import again and ensuring it's up to date.
Refresh quote data
Clicking Run Now will refresh all of the quote data stored in Dotdigital that you've already imported from Magento, marking it all for import again and ensuring it's up to date.
Refresh review data
Clicking Run Now will refresh all of the review data stored in Dotdigital that you've already imported from Magento, marking it all for import again and ensuring it's up to date.
Refresh wishlist data
Clicking Run Now will refresh all of the wishlist data stored in Dotdigital that you've already imported from Magento, marking it all for import again and ensuring it's up to date.
Refresh catalog data
Clicking Run Now will refresh all of the AccountInsight data stored in Dotdigital that you've already imported from Magento, marking it all for import again and ensuring it's up to date.
Manually run sync
Click on Run Now to manually run synchronisation on orders, wishlists, reviews, quotes and catalog.
Please comment underneath with any questions you may have.
Magento 2.0
The above also applies for Magento 2.0, with the only difference being that the sections mentioned above are found by going to Stores > Configuration > Dotdigital > Configuration and Stores > Configuration > DOTMAILER > Developer.