How do I review integrated customer data in Whippy?

Last updated: November 5, 2026

Use synced customer and object data to understand what came from an integration and where to troubleshoot missing or stale records.

Before you start

  • Confirm which external system is the source of truth for the data.

  • Identify the contact, customer, or object record you want to review.

  • Use external IDs consistently so records can match reliably.

Steps

  1. Open Contacts and search for the contact or customer record.

  2. Review the contact’s external ID, phone, email, tags, lists, and communication preferences.

  3. Open Contacts > Objects to review synced object types and records.

  4. Open the relevant object record and check whether it is associated with the expected contact.

  5. Open Settings > Objects to confirm the object definition and associations when needed.

  6. Open Settings > Channel mappings if synced object values are used to select sending channels.

  7. Check the connected system when Whippy shows stale or missing synced data.

Tips

  • Treat the external system as the source of truth when an integration owns the data.

  • Document which fields are safe to edit in Whippy and which should be edited in the source system.

  • Check sync timing before assuming data is missing permanently.

Troubleshooting

  • If a synced customer is missing, check the source system, external ID, and integration sync status.

  • If synced data looks outdated, confirm the source value and wait for or trigger the expected sync process.

  • If a user cannot edit synced fields, update the data in the source system or ask an admin to review the integration setup.