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How Partner Sync Works

Your CRM’s Affiliate Manager owns affiliate identities and campaign memberships. Funding Machine keeps a saved copy for the Partners directory, referral tracking, and reporting.

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Refreshing when you open Partners

Opening Partners shows the saved directory immediately and starts a CRM sync in the background. The list, partner count, and campaign status update when the sync finishes. Repeated visits to the same account share any running refresh and have a one-minute cooldown between automatic syncs. Switching accounts refreshes that account independently. If the connection fails, the saved directory remains available; use Refresh from CRM to retry. Manual refresh also checks referral matching. Opening Partners does not run that additional contact scan.

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One affiliate, multiple campaigns

A current affiliate appears once in the directory, with its current campaign names on that row. Membership in two campaigns does not create a second partner row. Renaming a campaign updates its displayed name after sync. If an old affiliate was removed and recreated, the directory stops showing the old identity after a complete sync. Sharing an email address alone does not merge two distinct CRM affiliate identities.

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Removed affiliates and campaigns

After a complete sync, removed affiliates leave the current directory and partner count. Removed campaigns leave the current membership labels, filters, and referral campaign choices. Inactive affiliates that still exist in the CRM remain available under Inactive. Historical affiliate records, referral attribution, and commissions are retained. A removed campaign can still appear on a historical commission; it is no longer a current membership.

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When a sync cannot finish

A failed, incomplete, or inconsistent CRM list does not replace the last complete roster or publish partially fetched affiliates and campaigns. The saved directory stays available while the connection recovers. Choose Refresh from CRM after correcting the connection, or allow the next scheduled sync to finish. For a mismatch, compare the same account with search and filters cleared in both apps. See Troubleshooting.