HELP DOCUMENTATION

Cleaning Up Abandoned or Out-of-Sync Products in Retail Portal & Shopify eCommerce

Cleaning Up Abandoned or Out-of-Sync Products in Retail Portal

When using CSV-based inventory sync, it’s important to regularly review your product data to catch and clean up products that are no longer syncing properly. This guide walks you through:


1. What is Inventory Sync by CSV?

Most stores sync their product and inventory data to Retail Portal (RP) and their eCommerce site via CSV file uploads. These CSVs may be:

  • Manual exports from POS systems

  • Automated hourly/daily reports

  • Full product data, inventory-only files, or both

Each CSV update helps keep your online store current with pricing and stock levels.


2. Why Product IDs Matter (And When They Change)

Each product is tracked by its Item ID or SKU. Changing a SKU in your POS:

  • Breaks the sync link

  • May create duplicates in RP

  • Can result in outdated listings staying live on your site

That said, stores do occasionally change POS IDs or accidentally duplicate items. This is normal—what matters is how you resolve it downstream in your sync system.


3. Your Cleanup Strategy Depends on Your Upload Behavior

How you manage sync health depends on how often and consistently you upload data.

Upload StyleImpact on Cleanup
Hourly micro sync + nightly full syncVery predictable—ideal for structured cleanup
Manual uploads (daily or weekly)More variability—requires extra review steps

4. Using Filters in Retail Portal’s Store Products Table

To identify potentially problematic SKUs, use a combo of filters:

  • SYNC DATE → Filter by items older than your last known upload

  • SITE CREATION DATE = “Any” → This keeps only products that were pushed to your website

  • STOCK > 0 → Focus first on items that are in stock and potentially for sale online

These filters help you narrow in on products that are active online but may be disconnected from your current POS data.


5. Tagging Problem Products for Review

Use the “Push Custom Tag to Selected Products” command in RP to group flagged items:

  • Tag in-stock abandoned items: SYNC_CHECK_high priority

  • Tag out-of-stock abandoned items: SYNC_CHECK_low priority

  • Or use a date-based tag: SYNC_CHECK_2025-10-15

This creates a reference in Shopify, helping you locate and manage products more easily.


6. Review Tagged Items in Shopify

Once tags sync to Shopify:

  • Log in and filter products by tag

  • Visually review listings

  • Decide whether to archive, hide, or delete based on status


7. Final Cleanup in Retail Portal & Shopify

After cleanup in Shopify:

  1. Go back to RP, use the same filters, and delete stale product records.

  2. If needed, return to Shopify and permanently delete the matching products.

🔁 IMPORTANT: Always back up your Shopify product list before bulk deleting anything.


Final Tip

Regular data maintenance is much easier if your uploads are consistent and structured. The more predictable your data syncs, the fewer abandoned SKUs you’ll have to chase down later.

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