Unsynced Customer Alert

Overview

The Unsynced Customer Alert shows you which customers exist in QuickBooks, Xero, or FreshBooks but haven't been imported into BlueClerk yet. This banner appears on your integration detail page and helps you ensure all your customers are synced before creating invoices.

How It Works

Checking for Unsynced Customers

1. Go to Settings > Integrations
2. Click your connected provider (QuickBooks, Xero, or FreshBooks)
3. See the alert banner near the top of the page
4. Click to expand and see the count

The alert is collapsed by default - BlueClerk doesn't check your accounting software until you expand it. This keeps things fast and avoids unnecessary API calls.

What the Alert Shows

When you expand the alert, BlueClerk fetches your customer list from your accounting software and counts how many aren't in BlueClerk yet:

• "X of Y customers in [Provider] are not yet imported into BlueClerk"
• "Review & Import" button links to the import page where you can select customers to bring over

Behind the Scenes

• No new data fetching - Uses the same customer list the import page already loads
• 60-second cache - If you collapse and re-expand within a minute, it won't re-fetch
• Works for all providers - QuickBooks, Xero, and FreshBooks

Why This Matters

When you create an invoice in BlueClerk, the customer needs to exist in both places for the invoice to sync correctly. The alert helps you catch customers that might be missing before you run into sync errors.

Tips

• Check after connecting - Review the alert right after linking your accounting software
• Check periodically - If you add customers directly in QuickBooks/Xero/FreshBooks, check the alert to import them
• Import before invoicing - Make sure customers are synced before creating invoices for them

Questions

Q: Does this fetch data every time I view the integration page? A: No - the alert is collapsed by default and only fetches when you click to expand it.

Q: Will this slow down my integration page? A: No - there's no performance impact until you explicitly click to expand the alert.

Q: What if I import customers manually later? A: The count will update the next time you expand the alert and it re-fetches the customer list.