Auto-Sync Setup

Auto-sync runs Smart Sync automatically on a schedule you choose. Set it up once and your client data stays fresh every day - no manual work required. This guide shows you how to configure global sync schedules.

What You'll Learn

Time needed: 10 minutes to read

Why Use Auto-Sync

Set It and Forget It

Without auto-sync:

With auto-sync:

Fresh Data Every Morning

Typical workflow:

2:00 AM:  Auto-sync runs
2:30 AM:  All clients synced
9:00 AM:  You start work with fresh data

Result: Always have yesterday's data ready when you arrive

Consistent Analysis

When all clients sync at same time:

[Screenshot: Auto-sync success notification] Wake up to fresh data every day

Global Auto-Sync Settings

Accessing Global Settings

Path: Settings → Sync Settings

What you'll see:

[Screenshot: Global sync settings page] Configure default behavior for all clients

Setting the Sync Time

Time picker:

Recommended times:

2:00 AM (most common):

6:00 AM (early risers):

11:00 PM (night owls):

When to avoid:

[Screenshot: Time picker showing 2:00 AM selection] Choose a time when you don't need the system

Choosing Your Timezone

Important: Sync time is in YOUR timezone, not client's

Example:

Your timezone: EST (New York)
Sync time set: 2:00 AM EST

What happens:
- 2:00 AM EST: East Coast clients sync
- 2:00 AM EST: West Coast clients sync (11 PM PST for them)
- 2:00 AM EST: International clients sync (7 AM UK for them)

Best practice:

Timezone options:

[Screenshot: Timezone dropdown selector] Select the timezone you work in

Sync Frequency

Currently available:

Planned for future:

Why daily is recommended:

Enabling Auto-Sync Globally

Steps:

  1. Go to Settings → Sync Settings
  2. Toggle "Enable Auto-Sync" to ON
  3. Set sync time (e.g., 2:00 AM)
  4. Select timezone
  5. Click Save Settings

What happens:

[Screenshot: Auto-sync enabled with green toggle] Master toggle enables auto-sync system-wide

Sync Staggering Strategies

Why Stagger Syncs

Problem: 50 clients syncing at 2:00 AM

Issues:

Solution: Stagger sync times

Simple Staggering

Method: Use 15-minute intervals

2:00 AM: Clients 1-5
2:15 AM: Clients 6-10
2:30 AM: Clients 11-15
2:45 AM: Clients 16-20
3:00 AM: Clients 21-25
...etc

Implementation:

  1. Group clients in batches of 5
  2. Set each batch 15 minutes apart

Time to sync 50 clients:

Without staggering: 30-45 minutes (queue delays)
With staggering:   2.5 hours (spread out, no queue)

[Screenshot: Staggered schedule visualization] Spread syncs across time to avoid congestion

Priority-Based Staggering

Group clients by priority:

High priority (2:00 AM):

Medium priority (3:00 AM):

Low priority (4:00 AM):

Benefits:

Timezone-Based Staggering

For multi-region portfolios:

East Coast clients (EST):
  Sync: 2:00 AM EST

Central clients (CST):
  Sync: 2:00 AM CST (3:00 AM EST)

Mountain clients (MST):
  Sync: 2:00 AM MST (4:00 AM EST)

West Coast clients (PST):
  Sync: 2:00 AM PST (5:00 AM EST)

Benefits:

Email Notifications (Coming Soon)

Planned Features

Sync completion notifications:

Configuration options:

Example email:

Subject: Daily Sync Report - Oct 4, 2025

Success: 22/25 clients synced
Failed: 3 clients (see details)

Failed Clients:
- ACME Corp: OAuth token expired
- Bakery Inc: Permission denied
- Law Firm: API timeout

Action Required:
- Re-auth ACME Corp and Bakery Inc
- Retry Law Firm sync

[Screenshot: Email notification mockup] Stay informed of sync status without logging in

Enabling and Disabling Auto-Sync

Disabling for Specific Clients

When to disable:

Disabling Globally

When to disable:

How to disable:

  1. Go to Settings → Sync Settings
  2. Toggle "Enable Auto-Sync" to OFF
  3. Save

Result:

Warning: Don't forget to re-enable!

[Screenshot: Disabled auto-sync with reminder] System reminds you auto-sync is disabled

Monitoring Auto-Sync

Check Last Auto-Sync Run

Where to check:

What to look for:

Success: Expected number of clients synced
Failures: Investigate errors
Missing: Clients that should have synced but didn't

Auto-Sync Health Dashboard

Planned feature - Coming soon:

Auto-Sync Health:
- Success rate: 95% (last 7 days)
- Average syncs/day: 23 clients
- Most common errors: OAuth expiry (3%)
- Sync time: 2:00 AM EST

Alerts when:

Tips & Best Practices

Set It Up Early

First week with PerfoAds:

  1. Add all clients
  2. Configure auto-sync immediately
  3. Set time that works for your schedule
  4. Monitor for a week
  5. Adjust as needed

Don't delay: The sooner auto-sync is set up, the sooner you benefit

Regular Audits

Monthly check:

  1. Review auto-sync settings
  2. Disable syncs for inactive clients
  3. Adjust sync times if needed
  4. Check for failures

Quarterly review:

  1. Evaluate sync frequency
  2. Reassess priority groupings
  3. Update staggering strategy
  4. Optimize API quota usage

Document Your Setup

Keep a record:

Auto-Sync Configuration (Oct 2025)

Global:
- Time: 2:00 AM EST
- Timezone: Eastern
- Enabled: Yes

Custom Schedules:
- ACME Corp: 6:00 AM PST (high priority)
- Bakery Inc: Disabled (inactive campaigns)
- Law Firm: 3:00 AM EST (medium priority)

Notes:
- West Coast clients staggered to 5:00 AM EST
- Review quarterly

Why:

Test Before Production

Before enabling auto-sync for 50 clients:

  1. Test with 2-3 clients first
  2. Set sync for tomorrow night
  3. Check results next morning
  4. Verify success in Sync Logs
  5. Then enable for all clients

Prevents:

Common Questions

Q: What if I'm in a timezone not listed? A: Contact support to request your timezone. We can add any valid timezone.

Q: Can I set different sync times for weekdays vs weekends? A: Not currently. Auto-sync runs every day at the same time. This feature is on the roadmap.

Q: What happens on daylight saving time changes? A: System automatically adjusts. Your 2 AM stays 2 AM local time, even when clocks change.

Q: Can I disable auto-sync on specific days (like holidays)? A: Not currently. Best workaround: Disable globally for that day, re-enable the next day.

Q: If I change the sync time, when does it take effect? A: Immediately. If you change from 2 AM to 6 AM at 5:30 AM, it will sync at 6 AM that same day.

Q: What if I have clients in multiple Google Ads accounts? A: Auto-sync works the same. All clients sync regardless of which Google account they're under.

Q: Can I get notified when a specific client fails to sync? A: Not yet, but email notifications are coming soon. For now, check Sync Logs daily.

Troubleshooting

Problem: Auto-sync didn't run

Diagnostics:

  1. Check global toggle - is auto-sync enabled?
  2. Check sync time - did it already pass today?
  3. Check Sync Logs - any entries for today?

Common causes:

Solution:

Problem: Only some clients synced

Diagnostics:

  1. Check which clients synced in Sync Logs
  2. Compare to client list - which are missing?
  3. Check missing clients' auto-sync settings

Common causes:

Solution:

Problem: Auto-sync runs at wrong time

Diagnostics:

  1. Check timezone setting
  2. Check sync time setting
  3. Check DST status

Common causes:

Solution:

Problem: Too many API quota warnings

Diagnostics:

  1. Check API Tracking page
  2. Count how many clients auto-sync daily
  3. Calculate: clients × 500 ops avg

Common causes:

Solution:

Next Steps

Perfect your sync setup with these guides:

Ready to set up auto-sync? Go to Settings → Sync Settings

Need help choosing sync times? Contact support at contact@perfoads.com

Want email notifications? Join the waitlist in Settings (coming soon)

Last Updated: October 4, 2025