Personal Identifying Information Retention: Removing Customer Details from Orders
Summary
How long Flxpoint keeps customers' names, addresses, phone numbers and emails on imported orders, where to find Personal Identifying Information Retention in a channel's Get Orders Advanced Settings, and what is removed and kept.
Personal Identifying Information Retention (PII retention) sets how long Flxpoint keeps your customers' personal details on the orders it imports from a channel. Once the time you chose has passed, Flxpoint replaces the name, company, street address, city, phone and email on the order with REDACTED. The order itself stays in Flxpoint with its items, totals and shipments.
- Click Channels (cart icon) in the left menu, then the gear icon on the channel.
- Open Integrations, then Get Orders, and click Edit.
- Under Configure Settings, click Advanced Settings to expand it and choose an option in Personal Identifying Information Retention.
- Click Save and Proceed (or Save and Complete).
The options are Indefinitely, which keeps the details, or a number of days after shipment: 30, 60 or 90. Each channel lists the options it supports. Set it on every channel you import orders from.
| On the order's billing, shipping and dealer addresses | After the retention period |
|---|---|
| First and last name, company | Replaced with REDACTED |
| Address lines and city | Replaced with REDACTED |
| Phone and email | Replaced with REDACTED |
| Postal code, state and country | Kept |
| The order, its items, totals and shipments | Kept |
- Only orders in Closed status are redacted.
- The days count from the order's last shipment. An order with no shipment counts from its order date.
- A background job does the redaction once that time has passed.
I can't find the setting in my channel's Get Orders?
It is under Advanced Settings, which starts collapsed: click it to expand. Not every channel offers Personal Identifying Information Retention; if yours does not list it, contact Flxpoint support.
Old orders still show the customer's details?
Check that the order is Closed, that the days have passed since its last shipment, and that it was imported after the setting was saved. Orders imported earlier keep the setting they arrived with.
Does this delete the order?
No. Only the personal details on the order's addresses are replaced. The order, its items, totals and shipments stay in Flxpoint.
Does it change the order on my sales channel?
No. It changes Flxpoint's copy of the order only. Your channel keeps its own data under its own rules.
Can I redact orders already in Flxpoint, or one order right now?
Not from the app. The setting applies to orders imported after you save it, and there is no button to redact a single order on demand. Contact Flxpoint support to ask about orders already in Flxpoint.
What does Amazon use if no option was chosen?
Amazon orders are imported with 30 days after shipment when no option has been chosen on the channel.