Using Shopify Customer Sync to update customer details

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. If you would like to disable Shopify Customer Sync, contact Recharge Support.
• 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 on either side. For example, if a customer changes their email address in Shopify, it is automatically synced to Recharge.

Phone number sync behavior

Shopify Customer Sync only syncs phone numbers saved on the customer or subscription.

Phone numbers collected at checkout (order level) may be stored in Recharge, but are not synced to the Shopify customer profile.

Enable the Customer sync error report

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 that no errors were found. These notifications are sent via daily emails at 8 pm ET.

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

1. In the merchant portal, click Email and select Store owner.
2. Click Customer sync error report.
3. Select Activate notification. 
4. Select Save changes and activate to enable the report.

Deactivate the Customer sync error report

You can change your preferences to stop receiving the Customer sync error report at any time: 

1. In the merchant portal, click Email and select Store owner.
2. Click Customer sync error report.
3. Select Deactivate notification. 

Add additional recipients to receive the Customer sync error report

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 Email and select Store owner.
2. Click Customer sync error report.
3. In the Recipients field, enter the new recipient's email.
4. Click Save changes.

Daily error report

When Customer Sync notifications are enabled, a daily report is emailed to you indicating whether your syncs had new errors or ran successfully that 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 and includes a CSV file with a detailed error report. Only new errors are displayed daily; 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 CSV file attached to your Customer Sync daily error report email is available for 30 days. A CSV file is only included when a new error message is found.