Guide: Reviewing Customer Sync Data Before Migration
We are updating the data source for the nightly customer sync. Instead of fetching data from ECInteractive, customers will now be pulled directly from DDMS.
This change will impact client data, so it must be reviewed before going live.
How to Review the Data
We have provided a temporary report to compare the old and new data.
Go to: Reports > “Customer Sync V2” > Generate Report
No search filters or date selection are needed.
Export the report and review the data changes.
Understanding the Report Columns
Change Type:
IN_DDMS: Records that exist in DDMS and are eligible to be brought into EvoX, but are not currently available as web accounts in EvoX.
IN_EVOX: Records that were previously imported into EvoX and will remain there. This also includes records that can be updated, as they exist in both DDMS and EvoX.
NOT_IN_DDMS: When found, this means that it’s a newly created account added after we ran the customer sync comparator. If this is not your case, let us know.
Account Number & Seller Reference → Standard account identifiers.
Old & New Fields:
Company Name
Is Active (Active status)
Is Updating: If set to 1, this account will be updated when we switch to the new sync.
Recommended Filters for Reviewing Critical Changes
To quickly identify accounts needing attention, apply these filters:
Change Type = IN_EVOX
Is Updating = 1
Final Review
Our goal is to prevent incorrect data from syncing. Please compare the report with DDMS data and let us know if you find any discrepancies.
NOTE: Please contact customer support to complete the migration to the new customer sync.
Customer Account and Department Sync
Every night, your customer information from DDMS is automatically synced with your EvolutionX storefront. This means updates made to customer records in DDMS are reflected in EvoX, helping keep everything consistent and up to date.
When a valid customer account (parent account) exists in EvoX, the associated departments (child accounts) from DDMS are also brought in and linked during the sync.
You can also manually trigger a sync at any time using the DDMS App Store within EvolutionX.
Please note: departments are created during the sync, but they are not automatically removed if later disabled in DDMS. However, these departments will not be visible to users on the storefront — EvoX checks the department status in real-time during login and checkout. If you ever need to hide a department from your admin area, you can disable it manually in EvolutionX.
Note: Account/Department sync is create-only, meaning that if a department is disabled in DDMS, it will still appear as active in the EvolutionX admin screen. However, on the storefront, this department will not be available to users, as its status is checked in real-time during login and checkout.
If needed, the department can be manually disabled in EvolutionX through the admin screen
⚠️ Important: Please review account numbers for formatting issues. Accounts with spaces in the account number field (e.g., " 123456 ") will not be updated during sync. To ensure successful updates, account numbers must not contain spaces.
How do I add a New Account to EvolutionX from DDMS
Click + New Account from the Accounts search grip page
Add the Account Name from DDMS to the Company Name field (note: this will update to exactly what is in DDDMS as it will always be the source of truth)
Add the DDMS Account Number in the Account Number Field.
Click Save. All synced departments will also sync.
Open the new parent account in edit mode. Toggle the Pricing Module field to Live Pricing. (Failure to do so will result in item pricing being shown as EvolutionX pricing vs Live Pricing)
What Information Gets Synced
During the nightly sync, key details from DDMS customer records are used to update the corresponding accounts in EvolutionX.
For Customer Accounts (Parent Accounts):
Account Number: Matches the Account #.
Seller Reference: This is always empty for a parent account.
Company/Account Name: We use the Department Name, or the Billing Address Name if it’s empty.
Enabled: We preserve the value already set in EvolutionX.
For Department Accounts (Child Accounts):
Account Number: Matches the Account #.
Seller Reference: Matches the Department Code.
Company/Account Name: EvolutionX parent account name plus the DDMS department name, separated by a comma.
Enabled: We preserve the value already set in EvolutionX.
Frequently Asked Questions (FAQ)
How does Customer Sync update the customer credit enabled and override add to cart values?
When the customer sync runs and creates an account it sets both credit enabled and override add to cart based on defaults. The credit enabled flag is later checked as a live lookup in checkout but in Admin it would always appear off.
The override add to cart setting of a customer record can be set to on if you want to prevent ordering on the parent account. This setting is not adjusted during the customer update sync, only on creation of the customer record. You can safely enable this and the add to cart button will not appear when a user is in the parent account. Note that the DDMS field PO Required, with a value of "D", would normally be expected to have this result but it is not yet supported in the DDMS API.