{"id":32728,"date":"2026-10-20T19:37:02","date_gmt":"2026-10-20T19:37:02","guid":{"rendered":"https:\/\/synder.com\/help\/?p=32728"},"modified":"2026-10-20T19:45:32","modified_gmt":"2026-10-20T19:45:32","slug":"synder-dashboard-guide-summary-sync","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/synder-dashboard-guide-summary-sync\/","title":{"rendered":"Synder Dashboard Guide (Summary Sync)"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\">\n<li class=\"toc-level-1\"><a href=\"#where-to-find\">Where to find the Summary Sync Dashboard<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#overview\">What the Dashboard shows<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#data-readiness\">Data readiness<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#posting-to-books\">Posting to books<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#fix-issues\">Acting on what the Dashboard flags<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Summary Sync Dashboard<\/strong> is your single overview of how ready your data is and how much of it has posted to your books in Summary Sync mode. It opens by default when you sign in, and it is for <strong>monitoring and navigation<\/strong> \u2014 each block links to the page where you take action.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use this guide to understand each block on the Summary Sync Dashboard and what to do when one needs your attention. If you use Per Transaction sync instead, see the <a href=\"https:\/\/synder.com\/help\/synder-dashboard-guide\/\">Synder Dashboard Guide (Per Transaction)<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"where-to-find\">Where to find the Summary Sync Dashboard<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Open the <strong>Dashboard<\/strong> from the left-hand menu near the top. Synder also opens it by default right after you sign in, so most users will not need to navigate to it manually.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"overview\">What the Dashboard shows<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Summary Sync Dashboard is a single-page, two-column layout covering the <strong>last 90 days<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Data readiness<\/strong> (left) \u2014 whether the data behind your summaries is complete and correctly set up.<\/li>\n<li><strong>Posting to books<\/strong> (right) \u2014 how much of that data has been synced to your accounting system.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The header shows your overall data-prep status. Every count is a link, so you can click straight through to the list that needs attention.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"892\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46-1024x892.jpg\" alt=\"Synder Summary Sync Dashboard overview\" class=\"wp-image-28446\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46-1024x892.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46-300x261.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46-768x669.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46-1536x1338.jpg 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46-1080x941.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46-60x52.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46-150x131.jpg 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/Screen-2026-05-28-at-17.48.46.jpg 2020w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"data-readiness\">Data readiness<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">These blocks tell you whether your data is ready to sync cleanly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Transactions imported<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The number of transactions imported from your connected platforms in the last 90 days.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Summary Completeness<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Reports the state of the underlying transactions feeding your summaries. Click a count to open the Summaries list filtered to that status.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Attention required<\/strong> \u2014 &#8220;Some difficulties occurred while preparing these summaries. Please review the alert and address the issues to sync.&#8221; Typical causes: unverified products, or a missing required mapping.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Mappings<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tells you whether your mappings are fully set up. If anything is missing, Synder highlights the number to show that action is needed. Click <strong>View Mappings list<\/strong> to jump straight to the unconfigured ones and finish setup.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Products &amp; Services<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Shows whether you have verified all your products. This block only appears when unverified products would actually block syncing \u2014 that is, when the setting <strong>Disable sync for summaries with unverified products<\/strong> is ON.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">RevRec subscriptions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Visible only when Revenue Recognition is enabled; shows the state of your subscription data for revenue recognition.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Incomplete<\/strong> \u2014 &#8220;Synder can&#8217;t complete the processing of transactions for the recognition schedules. Contact the support team for help.&#8221;<\/li>\n<li><strong>Updating schedule<\/strong> \u2014 &#8220;The subscription schedules are currently being updated.&#8221;<\/li>\n<li><strong>Generating entries<\/strong> \u2014 &#8220;Recognition entries are being generated for the subscriptions.&#8221;<\/li>\n<li><strong>Ready<\/strong> \u2014 &#8220;The subscription data is fully processed.&#8221;<\/li>\n<li><strong>Trial<\/strong> \u2014 &#8220;The subscriptions contain 0 invoices only.&#8221;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"posting-to-books\">Posting to books<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">These blocks show your connections and how much data has reached your books.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Lists every integration account connected to your organization. Each row shows the integration icon, account name, platform name (Stripe, Shopify, Amazon, and so on), and a connection-status badge:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Connected<\/strong> \u2014 the integration is healthy.<\/li>\n<li><strong>Connection lost<\/strong> \u2014 you need to reconnect the integration.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Whenever any integration shows <strong>Connection lost<\/strong>, an orange &#8220;Connection lost&#8221; banner also appears at the top of the Dashboard.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Summaries synced<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The total number of summaries currently posted to your <a href=\"https:\/\/quickbooks.intuit.com\/\" target=\"_blank\" rel=\"noopener\">accounting system<\/a>. The <strong>View Summaries list<\/strong> link opens the Summaries list filtered to synced summaries.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"fix-issues\">Acting on what the Dashboard flags<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When a block highlights a number, it is pointing you to something to fix before your next sync:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Summary Completeness: Attention required<\/strong> \u2014 open the flagged summaries, review the alert, and resolve the cause (often an unverified product or a missing mapping), then sync.<\/li>\n<li><strong>Mappings<\/strong> \u2014 finish the unconfigured mappings from the Mappings list.<\/li>\n<li><strong>Products &amp; Services<\/strong> \u2014 verify the flagged products so summaries are no longer blocked.<\/li>\n<li><strong>Integrations: Connection lost<\/strong> \u2014 reconnect the integration to resume importing.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Reach out to the Synder team via online support chat or email with any questions you have \u2014 we are always happy to help you!<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>Where to find the Summary Sync Dashboard What the Dashboard shows Data readiness Posting to books Acting on what the Dashboard flags The Summary Sync Dashboard is your single overview of how ready your data is and how much of it has posted to your books in Summary Sync mode. It opens by default when [&hellip;]<\/p>\n","protected":false},"author":2320,"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":[2,392,362],"tags":[],"ppma_author":[471],"class_list":["post-32728","post","type-post","status-publish","format-standard","hentry","category-get-started","category-products-inventory-cogs-summary","category-synder-dashboard"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Summary Sync Dashboard \u2014 Synder Dashboard Guide<\/title>\n<meta name=\"description\" content=\"Understand the Summary Sync Dashboard in Synder: imports, summary completeness, RevRec, mappings, 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