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Understand contacts, products, orders, and catalogs

Understand how synchronized contacts, products, orders, and catalogs relate before using the detailed data-management guides.

Available when the selected workspace has a supported connector or website data source.
Watch the workflow

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Expected outcome

What you’ll achieve

  • A verified understanding of which connector owns each record and how contacts, products, orders, and catalogs support downstream actions.
Step by step

Follow the workflow

  1. 1

    Confirm the connector

    Use the workspace selector to choose the Shopify or tracked website source you intend to analyze.

  2. 2

    Understand the relationships

    Contacts hold identity, channel consent, events, and message history. Products supply merchandising data. Orders connect customers to purchased line items and revenue state. Catalogs resolve reusable product groups from that product data.

  3. 3

    Sample one linked journey

    Open a known contact, follow an order to its line items, and open the linked products. Confirm identifiers and workspace ownership before interpreting affinity or revenue.

  4. 4

    Use the detailed management guides

    Use Manage contacts, Review products, Review orders, and Manage catalogs for field-level checks, corrections, consent, status, and troubleshooting. Keep this guide as the cross-data map.

  5. 5

    Check data freshness

    Connector updates are not always instantaneous. Compare source timestamps before acting on recent inventory or order changes.

  6. 6

    Use the data downstream

    Build audiences, product recommendations, lifecycle workflows, and analytics from verified synchronized fields.

Quality check

Verify your work

  • A sampled order links to the expected contact and product line items where identifiers are available
  • Source timestamps and connector accounts are consistent across the sampled records
  • A downstream audience or recommendation uses fields verified in the owning source
Troubleshooting

If something doesn’t look right

Records appear unrelated

Compare connector account, customer identifiers, order IDs, product IDs, and workspace selection.

One data area is stale

Inspect its source timestamp and connector health rather than assuming every table syncs simultaneously.

A downstream result is empty

Verify the required source fields, identity, consent, product availability, and fallback rules.

Scope

Limitations and safeguards

Limit

Guest orders, anonymous browsing, connector latency, privacy restrictions, and inconsistent source identifiers can prevent complete customer or product linkage.

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