What Happens When I Delete A Transaction From A Connected System?

What Happens When I Delete A Transaction From A Connected System?


Applicability
This article applies to the following situation:
  • You have configured a connection from a connected system such as QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc.
  • You configured automated (recurring) imports of transactions from your connection
  • You have deleted one or more transactions at the source (within your connected system)
  • You want to know if the transaction will also be deleted within Sales Cookie.

Result
The transaction will NOT be deleted within Sales Cookie. 
Consider deleting the transaction from Sales Cookie and re-calculating.
We recommend changing your process to avoid hard-deletion of records in your systems.
When possible, please consider voiding the record instead (ex: set Revenue to zero, switch from 'Closed Won' to 'Closed Lost', etc.).

Explanation
There are 2 important reasons why records are not deleted in Sales Cookie:
  1. Some of our customers have accidentally deleted invoices / opportunities / deals in their CRM or accounting system.
    1. If we were to blindly delete transactions in Sales Cookie, this could spell disaster.
    2. This is especially true if a commission was previously calculated / paid on those transactions.
    3. Deleting transactions and associated commissions could compromise data and financial integrity.
  2. In most cases, we do NOT know that the record has been deleted.
    1. Most CRM and accounting systems do NOT return deleted records.
    2. Their APIs return which records exist, but NOT which records no longer exist.
    3. For this reason, when a record is hard-deleted, there is no way for us to know.
Voiding records (instead of hard-deleting them) ensures we can continue to sync the record, but pay no commissions upon re-calculation.


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