This option will keep customer contact method changes (email, phone, address) synchronized between Edge and Shopify. It is required if processing Web Sales.
NOTE: Shopify does not give us any indication when a customer record changes on their end. This means changes to customer records on Shopify only import under two circumstances:
- The customer record changes in Edge prompting it to sync again.
- The customer makes a sale on Shopify.
When synchronizing customers with Shopify, the Edge does NOT automatically send all customer records up. This is intentional as most stores have a huge number of customers and it isn’t practical to import them all into Shopify.
Instead, there are two methods by which to link an Edge customer to a Shopify customer: Manually and Automatically.
Manually – Assign to Web Upload
Within Edge, customers can be manually selected to be uploaded and imported into Shopify.
To do so:
- Click Customer > Find and enter criteria to bring up a list of customers. We would suggest perhaps targeting top customers.
- Right click on the list and select Show Checkboxes.
- Check the desired customers, then click Supervisor > Assign to Web Upload.
- The next time Edge syncs with Shopify these customers will be imported.
NOTE: If the option Send Invite on Upload is selected, any customer assigned to the web upload will also receive an email from Shopify inviting them to visit the site.
Automatically – Web Sale
When a customer makes a sale online, Shopify requires and tracks them by email and/or phone number. That sale is then downloaded as a Web Sale and imported into Edge.
At the time of import, Edge will check the incoming web sale/customer to see if it can find a match via phone or email. How it matches is determined by the Customer Download Options setting; it can be either phone/email or just email. If a match is found, the customer is automatically linked and will now sync.
NOTE: If the Customer Download Option is set to ‘Create a new Edge customer’ then this will not occur and a new customer record will always be created on import of a Web Sale.
Additional Options
Bring Sales into The Edge
If enabled, sales made on Shopify will be imported into the Edge as Web Sales. This requires a web store in their license. The default web store # is 98.
Bring Taxes into The Edge
This controls whether tax is included when the web sale imports into the Edge. Shopify can be setup to collect and remit tax for the store automatically, meaning the store would NOT want to include it in the Edge tax reports as this would lead to double tax payment when they remit their sales tax to the state.