Customer Data Retention

Remove Customer Data Automatically

Go to your company-wide settings and simply enter a number representing the number of days until a customer is deemed inactive/irrelevant and save your settings. This will toggle the setting on.

What does this do?

This is a scheduled cleanup process that runs twice a day to automatically remove old, inactive customers from the system. Its goal is to help companies maintain a clean records by removing customers whose data is no longer needed.

When are customers removed?

A customer is deleted when both of the following conditions are met:

✅ Condition 1: No Orders Since Import

• The customer was imported a long time ago (based on a retention period set by your company)

• They never placed an order

✅ Condition 2: Inactive After Order Completion

• The customer hasn’t used the service recently

• All of their shipments are completed or canceled—nothing is still in progress

• They haven’t placed any new orders recently

Each company can customize how long they keep old customer data by setting a "retention period" in days.

What else gets deleted?

Customers past the retention period will be completely purged from system records directly and any addresses that belong to the customer are also removed.

• You don’t have to worry about orphaned address data

• Cleanup is safe and complete

How we track it

Each time the cleanup runs:

• The system logs how many customers were removed per company

• Any errors during the process are captured and recorded for review

How often does this run?

• The cleanup job runs automatically every 12 hours (twice per day)

• No manual trigger is needed

Why does this matter?

This process helps:

• Keep the system fast and lean

• Ensure compliance with data retention policies

• Reduce clutter in user and analytics interfaces

It’s designed to be safe, respectful of company-specific settings, and fully automated.