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First Sync

Right after you install, SegmentIQ imports your store data. While it runs, you'll see Setting up SegmentIQ with the percentage complete.

What happens during the first sync​

  1. Fetching order history — imports the last 12 months of orders
  2. Reading customer segments — reads your segments and which customers belong to them
  3. Computing discount metrics — calculates discount spend by code and segment
  4. Finalising — prepares Home so it loads quickly

When it's done, SegmentIQ opens Home automatically. You'll also get a one-off welcome email at your store's contact address.

How long does it take?​

Usually 1–3 minutes. Stores with a very large order history can take longer.

Can I leave the page?​

Yes. The sync runs in the background, so you can close the app and come back later.

After the first sync​

New and updated orders arrive automatically, and segment membership refreshes every night. You don't need to sync again unless you want a full refresh.

Troubleshooting​

If setup shows an error, or seems stuck for more than 10 minutes: