Troubleshooting Data Visibility Issues and Using Backfill Functionality

Overview

If you are unable to see data in your PayHelm dashboard or reports, this issue is often related to data synchronization timing or the need to manually trigger a data backfill. This guide will help you understand common data visibility issues and how to resolve them using PayHelm's backfill feature.

Common Data Visibility Issues

Dashboard Shows No Data

When your dashboard, reports, or analytics views appear empty, this typically indicates one of the following:

• Recent Account Setup: New integrations may need time to process initial data
• Data Sync Timing: Historical data may not have been automatically imported
• Integration Gaps: Specific time periods may have incomplete data due to connection issues
• Backfill Required: Historical data needs to be manually triggered for import

Specific Use Cases for Data Issues

Tax Reporting Requirements: Many users need historical sales data and associated tax information for quarterly state tax remittance. Missing data can impact:
• Product sales reports for specific time periods
• Tax calculations and classifications
• Revenue tracking for compliance purposes

Using the Backfill Feature

What is Backfill?

Backfill is PayHelm's data synchronization feature that allows you to manually import historical data from your connected integrations for specified date ranges.

When to Use Backfill

• Dashboard shows incomplete or missing data
• You need historical data from before your PayHelm integration was set up
• Specific time periods are missing from your reports
• You require data for tax reporting or compliance purposes

How to Trigger a Backfill

1. Access the Backfill Feature
- Navigate to your PayHelm dashboard - Look for the backfill or data sync options in your account settings

1. Select Date Range
- Choose the specific time period you need data for - Example: April 2025 through current date for quarterly tax reporting

1. Initiate the Process
- Trigger the backfill for your selected date range - The system will begin importing historical data

1. Monitor Progress
- Check for progress indicators or notifications - Data typically becomes visible within 15 minutes after triggering

Expected Timeline

Data Processing Time: After triggering a backfill, your data should start appearing in the dashboard within 15 minutes.

Progress Tracking: Look for progress bars or status indicators to monitor the backfill process.

Troubleshooting Tips

If Data Still Doesn't Appear

• Wait the full 15-minute processing window
• Refresh your browser or clear cache
• Check that your integrations are properly connected
• Verify the date range you selected covers the period you need

For Tax Reporting Needs

• Ensure you've backfilled data for the entire quarter or reporting period
• Verify that product sales and tax classifications are properly importing
• Check that all relevant payment processors and sales channels are included

Getting Additional Help

If you continue experiencing data visibility issues after following these steps:
• Contact PayHelm support for assistance
• Provide details about your specific date range and what data is missing
• Include information about your connected integrations and use case

The PayHelm support team can help diagnose integration-specific issues and ensure your backfill is working correctly for your business needs.