{"id":19469,"date":"2023-04-14T13:28:27","date_gmt":"2023-04-14T13:28:27","guid":{"rendered":"https:\/\/synder.com\/help\/?p=19469"},"modified":"2026-07-02T14:36:51","modified_gmt":"2026-07-02T14:36:51","slug":"how-to-switch-from-per-transaction-sync-to-summary-sync-mode-or-vice-versa","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-switch-from-per-transaction-sync-to-summary-sync-mode-or-vice-versa\/","title":{"rendered":"How to Change the Sync Mode (Per Transaction Sync \u2194 Summary Sync)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This guide is for users who already use Synder and want to change how Synder posts <strong>future transactions<\/strong> to your accounting platform when your current sync mode no longer fits your needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Synder has two sync modes:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Per Transaction Sync<\/strong>: Synder posts each sale\/refund\/fee as a separate record in your accounting platform.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"566\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-1024x566.png\" alt=\"\" class=\"wp-image-29511\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-1024x566.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-300x166.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-768x424.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-1536x849.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-2048x1132.png 2048w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-1080x597.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-60x33.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/SCR-20260702-qgfj-150x83.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Summary Sync<\/strong>: Synder groups transactions for a selected period (for example, by day or by payout) and posts them as one aggregated record per period.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"371\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1-1024x371.png\" alt=\"\" class=\"wp-image-29512\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1-1024x371.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1-300x109.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1-768x278.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1-1536x556.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1-1080x391.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1-60x22.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1-150x54.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/Image-1600x579-1.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Change the sync mode when:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your current sync mode does not fit your accounting needs and you want to change how future data is posted<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Do not change the sync mode if:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You expect past data to be updated, rebuilt, or converted<\/li>\n\n\n\n<li>You are trying to fix historical posting issues or reconciliation problems<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Note: <\/em><\/strong>Moving forward, make sure to select a specific date from where you want to start syncing data with the new sync mode and create a new organization. This helps you avoid duplicates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to make the switch<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In Synder, open the organization dropdown in the top-left corner.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"457\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1.png\" alt=\"\" class=\"wp-image-25521\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1-300x134.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1-768x343.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1-150x67.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Create a new organization.<\/li>\n\n\n\n<li>Complete onboarding for the new organization.<\/li>\n\n\n\n<li>When asked to choose the sync mode, select a different sync mode than the one used in your current organization.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"674\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-2.png\" alt=\"\" class=\"wp-image-25522\" style=\"width:586px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-2.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-2-300x197.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-2-768x506.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-2-60x39.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-2-150x99.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Connect your accounting company and sales\/payment platforms.<\/li>\n\n\n\n<li>Finish syncing all data you want to keep in the old organization.<\/li>\n\n\n\n<li>In the new organization, start syncing only the data that was not synced by the old organization.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What to expect afterward<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You will be working in the new organization you created for the switch (check the organization name in the top-left dropdown).<\/li>\n\n\n\n<li>The left-hand menu will reflect the sync mode you selected during onboarding (for example, Summaries when using in Summary Sync).&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1008\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1024x1008.png\" alt=\"\" class=\"wp-image-25520\" style=\"width:489px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1024x1008.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-300x295.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-768x756.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-1080x1063.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-60x60.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image-150x148.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/04\/image.png 1160w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Important notes<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You cannot change the sync mode inside an existing organization. To switch sync modes, you need to create a new organization and select the mode during onboarding.<\/li>\n\n\n\n<li>Changing the sync mode affects future data only. Previously synced data is not modified.<\/li>\n\n\n\n<li>The exact posting type in your accounting platform depends on the selected sync mode and your platform.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Troubleshooting<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To prevent overlapping entries in your books, syncing should start from the cutoff date of the previous sync mode.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If both sync modes have posted overlapping transactions, you will have to make some manual adjustments in the books.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What to do:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Decide which version of the data you want to keep (individual transactions or summarized posting).<\/li>\n\n\n\n<li>Remove the other version from your accounting platform manually, or roll it back from the Synder side.<\/li>\n\n\n\n<li>Continue syncing only non-overlapping data in the new organization.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Do I have to create a new organization to change the sync mode?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. The sync mode is selected once per organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Will changing the sync mode update past data?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No. Past data remains unchanged.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Where do I sync data after changing the mode?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After changing the mode, you start syncing data in the new organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What about the paid period on my Per Transaction account?&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please contact our support team, and we will help you transfer your subscription.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">&nbsp;&nbsp;<strong>What to Do Next<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can archive your previous organization after transferring your subscription to the new one (if applicable) to keep your account organized.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To archive an organization:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the profile icon in the upper-right corner of Synder \u2192 List of organizations&nbsp;<\/li>\n\n\n\n<li>&nbsp;Click the three-dots action menu next to the desired organization \u2192 Archive.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For more information, please refer to this guide: <a href=\"https:\/\/synder.com\/help\/archive-or-delete-organizations-in-synder\/\"><em>Manage Organizations in Synder: How to Archive or Delete Organizations<\/em><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><strong>&nbsp;<\/strong>via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n<style>\r\n.guide-feedback-pilot{max-width:760px;margin:0 auto;}\r\n.guide-feedback-pilot > p:first-of-type{margin:0 0 20px !important;text-align:center;font-size:22px;line-height:1.35;font-weight:700;}\r\n.guide-feedback-pilot > p:nth-of-type(2){display:flex;justify-content:center;align-items:center;margin:0 0 18px;text-align:center;}\r\n.guide-feedback-pilot .wpcf7-list-item{margin:0 18px !important;}\r\n.guide-feedback-pilot > p:nth-of-type(3){display:none;max-width:760px;margin:16px auto 20px;text-align:left;}\r\n.guide-feedback-pilot:has(input[type=\"radio\"][value=\"No\"]:checked) > p:nth-of-type(3){display:block;}\r\n.guide-feedback-pilot textarea{width:100%;min-height:75px;border:1px solid #d6dbe1;border-radius:6px;padding:14px;font-size:16px;box-sizing:border-box;}\r\n.guide-feedback-pilot > p:last-of-type{text-align:center;margin-top:10px;}\r\n.guide-feedback-pilot .wpcf7-submit{position:absolute !important;left:-9999px !important;width:1px 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else init();\r\n})();\r\n<\/script>\r\n    ","protected":false},"excerpt":{"rendered":"<p>This guide is for users who already use Synder and want to change how Synder posts future transactions to your accounting platform when your current sync mode no longer fits your needs. Synder has two sync modes: Change the sync mode when: Do not change the sync mode if: Note: Moving forward, make sure to [&hellip;]<\/p>\n","protected":false},"author":2233,"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":[2,377,359,376],"tags":[],"ppma_author":[338],"class_list":["post-19469","post","type-post","status-publish","format-standard","hentry","category-get-started","category-overview","category-choose-sync-mode","category-transaction-recording-summary"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Change the Sync Mode (Per Transaction Sync \u2194 Summary Sync)<\/title>\n<meta name=\"description\" content=\"Master the switch between individual transaction synchronization and Summary Sync modes using Synder for tailored transaction reporting\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/how-to-switch-from-per-transaction-sync-to-summary-sync-mode-or-vice-versa\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Change the Sync Mode (Per Transaction Sync \u2194 Summary Sync)\" \/>\n<meta property=\"og:description\" content=\"Master the switch between individual transaction synchronization and Summary Sync modes using Synder for tailored transaction reporting\" \/>\n<meta property=\"og:url\" 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