Download customers from Shopify
Cin7 Core will automatically create or match customers when capturing unconsolidated orders from Shopify. You can also manually download any customers that were not brought in automatically.
Prerequisites
You should have connected to Shopify
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You should have configured your Shopify settings
Order consolidation should be set to No consolidation to download customers.
Download or update customers automatically
Cin7 Core will automatically capture customer information when capturing unconsolidated orders from Shopify. If it is the first time that the customer is downloaded from Shopify, Cin7 Core will attempt to match the customer Name with existing customers in Cin7 Core. If no match is found, Cin7 Core will create a new customer.
Cin7 Core uses customer contact name, email, phone, and mobile phone to match customer contacts between the platform. An existing contact will be matched if key details like the name, email, or phone number uniquely identifies an individual. This lets you download multiple customer contacts from Shopify with the same name but different email addresses and phone numbers. If an existing contact is found but some information is different, the existing contact details will be updated.
Capturing an order for an existing customer will not update customer details in Cin7 Core once the link has already been made. You will need to update the customer manually if you want to download customer details that have changed in Shopify.
Download or update customers manually
Downloading customers manually is generally only used for testing, as Cin7 Core automatically downloads customers with orders. This function creates new customers in Cin7 Core, or updates any details that have been changed in Shopify for existing customers.
In your Shopify integration, go to the Catalog section.
Clicking Download, thenĀ Customers.
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