Frequently Asked Questions

Step-by-step guide to connect and aggregate additional payment gateways, stores, and analytics sources in Putler.

Use Putler sales heatmaps and time analysis tools to discover which days and hours generate the highest revenue.

Learn the mathematical formula and data points Putler uses to calculate Customer Average Lifetime Value (LTV).

How to split and format exported CSV data properly in Excel, Google Sheets, or Apple Numbers using delimiter settings.

Find out where to view canceled subscription customers in Putler and analyze churn patterns to improve retention.

Understand how Putler classifies customers into At Risk, Hibernating, and Can't Lose categories using RFM analysis.

Where to check your active Putler plan, billing cycle, invoice history, and order capacity limits in account settings.

How to use Putler's date range picker to compare sales, orders, and customer metrics against previous periods or years.

Filter and segment products sold with promotional discounts to evaluate campaign profitability and coupon effectiveness.

How Putler links customer records across multiple data sources using primary emails and how to troubleshoot mismatches.

What happens when a data source or payment account is already linked to another email in Putler and how to resolve it.

Learn how Putler integrates with WordPress Multisite networks and multi-store WooCommerce setups seamlessly.

How to configure Putler to separate or exclude shipping costs and taxes from gross and net sales calculations.

How far back Putler imports historical transaction data when you connect payment gateways and eCommerce stores.

How to toggle Putler between dark mode and light mode based on your operating system preferences or personal choice.

Learn why certain dashboard elements display a lock icon and how upgrading your plan unlocks advanced features.

Options for tracking offline payments, wire transfers, and cash sales in Putler via Inbound API or CSV import.

How Putler aggregates multi-currency sales into your chosen base currency using real-time foreign exchange rates.

Quick steps to resolve empty dashboard boxes, slow-loading charts, browser cache issues, or ad-blocker conflicts.

Why some transactions appear with "Product Name Not Set" and how to fix missing item labels from payment gateways.

How to use Putler's team accounts and data source grouping to keep multiple eCommerce stores and businesses distinct.

How Putler securely stores, aggregates, and protects your historical sales, order, and customer transaction records.

How frequently Putler fetches new orders, syncs webhooks, and updates daily metrics across connected integrations.

Information about Putler's corporate entity, global operations, GDPR compliance, and customer privacy standards.

How to monitor overall refund rates, analyze returned products, and spot refund spikes across your stores in Putler.

Why RFM recalculations may show zero data or require sync time, and how to verify plan eligibility for RFM features.

How Putler breaks down sales, quantities, and revenue by specific product variations, sizes, colors, and SKU codes.

How to configure separate default reporting currencies for different teams and business units within Putler.

How to invite team members, managers, and accountants to Putler with custom role-based view and edit permissions.

How to monitor active free trials, trial conversion rates, and expired trials using Putler's subscription analytics.

Understand the difference between unique visitor counts and total session pageviews in Putler's Audience dashboard.

Where to view the live connection status, sync health, and error logs for all integrated stores and payment gateways.