Shopify Customer Sync keeps customers' details in sync between Shopify and Recharge. This sync is based on any updates made to the four values within your customer data. You can use Customer Sync Notifications to stay on top of the statuses of your customer syncs. This guide provides an overview of Shopify Customer Sync and Customer Sync Notifications.

Before you start

• As of July 18th, 2022, Shopify Customer Sync is automatically enabled for all stores.
• Shopify Customer Sync does not create or delete customers in Recharge and Shopify.
• Enable the Customer sync error report to receive a daily status report of each sync period.
• Customer Sync only updates first name, last name, email, phone number, tax exemption status, and email marketing preference for customer information between Recharge and Shopify.

How it works

When a sync happens from Recharge to Shopify it checks for any customer updates, then compares the four customer data values in Recharge and overwrites the corresponding values in Shopify. When the information is updated on the Shopify side, the Shopify to Recharge sync does the following:

• Checks for any customer updates.
• Compares customer data values in Shopify.
• Overwrites the corresponding values in Recharge.

The sync runs in real-time, as changes are updated from either side. For example, if a customer changes or updates their email address on Shopify, this is synced by updating their email address automatically on Recharge.

Enable Customer sync error reports

When you enable the Customer sync error report, you are notified by email of any new sync failures of the day. If syncs are successful throughout the day, your notification will show no errors are found.

Follow these steps to enable the Customer Sync error report notification:

1. In the merchant portal, click Settings and select Notifications.
2. Under Store owner notifications, click Customer sync error report.
3. In the Customer sync page, go to the right side under Status. Toggle the status button green to Enabled.
   
4. Click the Save button towards the bottom of the page.

By default, Customer sync error report notifications are sent to the Recharge storeowner email address. You can change the email that receives error reports in the Notifications settings:

1. In the merchant portal, click Settings and select Notifications.
2. Under Store owner notifications, click Customer sync error report.
3. In the To email field, enter the new recipient's email.
4. Click Save.

Daily error report

When Customer Sync notifications are enabled, a daily report is emailed to you on whether your syncs have new errors or ran successfully for the day.

If no errors are found, a daily error report email is not sent out that day.

If errors are found, the email body notifies you of any errors and includes a CSV file with a detailed error report. Only new errors are displayed daily, and any previously reported issues are not included.

Each CSV file has information that includes:

• Whether the error message occurred in Shopify or Recharge.
• The Recharge Customer ID affected.
• The Shopify Customer ID affected.
• The Error Reason to help you identify and troubleshoot the details.

Each attached CSV file in your Customer Sync daily error report email is available for 30 days.

FAQs

How do I confirm Shopify Customer Sync is on?

You must enable the Customer sync error report to receive a daily status report of each sync period and turn the Shopify Customer Sync feature on:

1. Select Settings in the merchant portal and click Notifications.
2. Locate the Customer sync error report under the Store owner notifications section. Click on the notification.
3. Set the notification status to enabled. 
   
4. Save your changes.

Turning this notification on enables the Shopify Customer Sync feature.

Can I turn off the Customer Sync feature?

If you would like to disable Shopify Customer Sync, contact Recharge Support.