{"id":18129,"date":"2022-06-03T16:47:48","date_gmt":"2022-06-03T16:47:48","guid":{"rendered":"https:\/\/synder.com\/help\/?p=18129"},"modified":"2026-10-21T19:11:28","modified_gmt":"2026-10-21T19:11:28","slug":"what-is-smart-reconciliation-and-how-does-it-work","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/what-is-smart-reconciliation-and-how-does-it-work\/","title":{"rendered":"What Is Smart Reconciliation, and How Does It Work?"},"content":{"rendered":"\n
Smart Reconciliation is an automated feature designed to accurately match payments received from various processors with the correct orders from your online store, ensuring precise accounting of your complex financial data without manual effort or double entry.<\/p>\n\n\n\n
This guide covers:<\/p>\n\n\n\n
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Smart Reconciliation allows automated management of financial and order data from two distinct integrations. It can be boiled down to two main functions:<\/p>\n\n\n\n
It eliminates the need for manual reconciliation by linking incoming financial data from processors like:<\/p>\n\n\n\n with the corresponding orders from e-commerce platforms such as:<\/p>\n\n\n\n <\/p>\n\n\n\n 2. Enriching transaction records with full order details<\/strong><\/p>\n\n\n\n Once a match is made, Synder enhances the payment record with comprehensive order information, moving beyond just a date and amount and making your online financial systems scalable. This enriched detail includes:<\/p>\n\n\n\n The benefits are clear and accurate bookkeeping<\/strong>. This detailed matching process makes reconciliation significantly easier since each payment clearly reflects the order sale it represents.<\/p>\n\n\n\n <\/p>\n\n\n\n The data reconciliation process of two distinct integrations is executed in three steps: Step 2: Selecting the highest confidence match<\/strong> Step 3: Data enrichment<\/strong> When a refund occurs, Synder:<\/p>\n\n\n\n You can manage which payment processors are permitted to match transactions with specific stores. <\/p>\n\n\n\n This control is crucial for users with complex setups, such as:<\/p>\n\n\n\n Example control:<\/strong><\/p>\n\n\n\n <\/p>\n\n\n\n The Smart Reconciliation settings can be found by following these steps:<\/p>\n\n\n\n Please note that <\/strong>the settings link appears only when: Crucial:<\/strong> Remember to click Save<\/strong> after making changes.<\/p>\n\n\n\n <\/p>\n\n\n\n Upon initial setup, all valid system combinations are enabled by default. If you turn a combination OFF<\/em>, Synder will no longer attempt to match orders for that specific pair. In this case, payments will sync with processor-level details, separately from each integration, and will not be enriched with order information. <\/p>\n\n\n\n <\/p>\n\n\n\n Check the following:<\/p>\n\n\n\n 1. Is the e-commerce platform connected? 2. Is the payment processor’s smart reconciliation enabled for this store?<\/strong> 3. Is the order too old?<\/strong> <\/p>\n\n\n\n 5. Is the customer information different?<\/strong> <\/p>\n\n\n\n 6.<\/strong> The wrong order was matched.<\/strong><\/p>\n\n\n\n If an incorrect order has been matched, it\u2019s usually because multiple transactions share the same amount and occurred on the same day, such as when a customer makes several purchases in quick succession. To resolve or prevent this, you can:<\/p>\n\n\n\n Order details are missing but the order ID is shown.<\/strong><\/p>\n\n\n\n Synder found a reference to the order but could not retrieve the full order details. Possible causes include:<\/p>\n\n\n\n The sync log will show a warning such as \u201corder details missed.\u201d To resolve this matter, re-sync the transaction after confirming the connection is stable.<\/p>\n\n\n\n <\/p>\n\n\n\n Navigate to Match payments to store orders and find the e-commerce platform (for example, Shopify). Toggle OFF the payment processor you want to disable. Click Save Settings<\/strong>. <\/p>\n\n\n\n Reach out to the Synder Team<\/em><\/a> via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":" Smart Reconciliation is an automated feature designed to accurately match payments received from various processors with the correct orders from your online store, ensuring precise accounting of your complex financial data without manual effort or double entry. This guide covers: What Smart Reconciliation does Smart Reconciliation allows automated management of financial and order data from […]<\/p>\n","protected":false},"author":25,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[391,388,406,398],"tags":[],"ppma_author":[339],"class_list":["post-18129","post","type-post","status-publish","format-standard","hentry","category-other","category-advanced-features","category-woocommerce-ecommerce-integration","category-ecommerce-integrations-main"],"yoast_head":"\n
1. Automated payment-to-order matching<\/strong><\/p>\n\n\n\n\n
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How Smart Reconciliation works<\/strong><\/h2>\n\n\n\n
Step 1: Identifying potential matches<\/strong>
When a new payment is received, Synder instantly searches your connected ecommerce store(s) for the corresponding order by cross-referencing email, name, payment amount, date\/time, charge IDs, etc.<\/p>\n\n\n\n
If multiple similar orders are found, Synder employs a confidence-based prioritization system to select the most accurate match based on the date\/time, payment gateway, and payment amount.<\/p>\n\n\n\n
The payment record is updated with all available order information from the e-commerce platform, with operational efficiency.
<\/p>\n\n\n\nRefund handling<\/strong><\/h3>\n\n\n\n
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What you can control<\/strong><\/h2>\n\n\n\nControlling system combinations<\/strong><\/h3>\n\n\n\n
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Accessing the settings<\/strong><\/h2>\n\n\n\n
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<\/figure>\n\n\n\nHow the settings page works<\/strong><\/h3>\n\n\n\n
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Default behaviour and impact of changes<\/h2>\n\n\n\n
Please note that <\/strong>any changes you make will apply only to future syncs, while previously synced transactions will not be updated retroactively.<\/em><\/p>\n\n\n\n Common customer questions<\/strong><\/h2>\n\n\n\n
Why isn\u2019t my order being matched?<\/strong><\/h3>\n\n\n\n
<\/strong>Navigate to Organization settings and make sure that your e-commerce platform (Shopify \/ WooCommerce \/ BigCommerce) connection is active.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
<\/strong>Navigate to Match payments to store orders and check that the toggle is ON for the specific payment processor + ecommerce platform. If disabled, enable it and re-sync the transaction.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
<\/strong>Make sure that the transaction age is within the search age period. It varies from integration to integration. For example:<\/p>\n\n\n\n\n
<\/li>\n<\/ul>\n\n\n\n
4. Is the order cancelled?<\/strong>
<\/strong>Please check whether the order is cancelled. Such orders will not be considered for Smart Reconciliation.<\/p>\n\n\n\n
<\/strong>Ensure that the customer name or email between the payment and the order is the same. Otherwise, the order won’t be matched.<\/p>\n\n\n\n\n
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How do I stop a specific payment processor from matching with a store?<\/strong><\/h3>\n\n\n\n
This affects future transactions only. Already synced transactions are not changed unless rolled back and resynced<\/p>\n\n\n\n