Back to glossary

Attribution

Two-way sync

A data flow where affiliate state and billing or CRM state update each other instead of moving one way only.

Definition

Two-way sync keeps affiliate attribution, customer lifecycle status and billing data aligned across systems. Updates can move from the affiliate platform to the CRM and from billing events back to commissions.

B2B SaaS context

Recurring SaaS programs often need sales, finance and partner teams to see the same account state. Two-way sync reduces manual reconciliation when trials convert, subscriptions change or payouts are approved.

Operator note

Define the source of truth for each field and add conflict rules so retries or manual edits do not overwrite verified attribution.

Turn the definition into operating rules

RefCampaign helps recurring SaaS teams translate attribution, refunds and payout policies into a partner program that can be audited.

See the SaaS affiliate playbook