WovenIQ — Release R1.67

Highlights

• Flexible purchase rollups: The nightly customer profile summary job can now skip purchase totals while still refreshing visit counts, giving administrators control when purchase metrics are maintained elsewhere.
• More reliable bulk product metadata sync: Product metadata refresh handles larger batches more efficiently and avoids re-triggering sync loops when many Product records are updated at once.
• Adaptive integration backfill (support script): A batch utility is available to populate Contact Adaptive connection identifiers from migration keys for records missing External Customer Id and Customer Number.
• Duplicate contact merge (support script): A batch utility is available to merge duplicate Contact records into WovenIQ master records using External Customer Id, Email, or Normalised Phone matching.

What’s new for everyone

• Steadier product metadata: When many products are updated or imported, background metadata refresh is less likely to stall or repeat unnecessarily, so product details on the customer profile and catalog views stay more consistent.
• Visit counts still refresh nightly: Even when your org opts out of automated purchase rollups, Customer Visits (TTM) on the Contact continues to update from store-visit activities on the daily schedule.
• Purchase rollups unchanged by default: Orgs that rely on the existing nightly batch for purchase totals, amounts, and last purchase date see the same behaviour unless an administrator changes the new profile setting.

What’s new for administrators and data stewards

• Customer Profile Setting → Don’t Summarise Purchases: Check this to stop the daily contact profile batch from querying Order records and updating purchase rollup fields on Contact (# of Purchases, # of Purchases (TTM), Total Amount Purchased, Amount Purchased (TTM), Last Purchase Date). Customer Visits (TTM) continues to refresh from store-visit Task activity. Default is off; enable when purchase metrics are calculated or synced from another system and should not be overwritten nightly.
• Product metadata sync at scale: Bulk product metadata refresh now processes more records per background job and suppresses recursive sync when products are updated by the sync process itself, improving throughput and stability during large product loads or mass metadata requests.
• Adaptive backfill (repository script, not in base package): Deploy and run the Adaptive backfill utility from the project scripts folder when Contact records have a Data Migration Key but are missing External Customer Id and Customer Number. The job calls the WovenIQ API to resolve Adaptive identifiers and writes a per-record status on the contact. Process one contact per batch execution; configure API credentials before running in production.
• Duplicate contact merge (repository script, not in base package): Deploy and run the duplicate merge utility from the project scripts folder to consolidate duplicate Contact records into existing WovenIQ master records. Matching uses External Customer Id first, then Email or Normalised Phone when the external id is blank. Successful merges reparent related records and record merge outcome on the contact; records with no match are flagged accordingly. Process one contact per batch execution.
• Data stewardship: Review purchase rollup fields after toggling Don’t Summarise Purchases, and validate a small batch in sandbox before running Adaptive backfill or duplicate merge utilities across production data.

Support

If you have questions about this release or need help with configuration, contact your WovenIQ administrator or your WovenIQ support channel.