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. The system now automatically filters out placeholder emails (addresses ending in @placeholder.local) that are generated for imported QuickBooks customers without email addresses.

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.

Placeholder Email Filtering

When importing customers from QuickBooks:

• Customers without email addresses get a generated @placeholder.local address for system compatibility
• These placeholder emails are filtered out of the daily signup report automatically
• Real customer emails are preserved and displayed normally
• You won't see fake signups from placeholder addresses in your daily summary

What Happens Next

Once you expand the alert and see unsynced customers, you can:

• Review the count to understand how many customers need importing
• Start the import process if you want to sync them to BlueClerk
• Ignore if not needed - Not all customers need to be synced immediately

Why This Matters

• Accurate invoicing - Ensure you can invoice all your accounting software customers
• Clean data - Placeholder emails are hidden from reports so you only see real signups
• No duplicate work - Import existing customers instead of manually re-entering them
• Complete records - Keep BlueClerk and your accounting software in sync