Customer Synchronization: Individual Customers

Individual customers are synchronized during the synchronization of the Customer entity. The sections below describe what happens during the synchronization of customers that have one or multiple locations when the Customer Location entity is both disabled and enabled.

Synchronization of Individual Customers Without Customer Locations

If the Customer entity is activated and the Customer Location entity is not activated on the Shopify Stores (BC201010) form, when the Customer entity is synchronized between the Shopify store and MYOB Acumatica, the customer location (address) data is not copied from one system to the other.

When a sales order created in the Shopify store is imported, the address information (that is, the billing address and shipping address) specified in the order is imported to MYOB Acumatica as part of sales order data; however, new locations are not created and existing locations are not updated with the imported data.

Creation of a Customer Without an Address

If you need to synchronize individual customers along with their locations, both the Customer entity and the Customer Location entity must be activated on the Shopify Stores (BC201010) form.

With both entities activated, when a new customer is created in the Shopify store without an address, after the Customer entity is synchronized, a customer record is created in MYOB Acumatica with the MAIN location. In the MAIN location, the system populates the Country and Ship Via values based on the customer class specified in the Customer Class box on the Customer Settings tab of the Shopify Stores form. However, the address lines are left blank.

In MYOB Acumatica, when a new customer is created, the default MAIN location is always created and specified for the customer. When the Customer entity is exported, in the Shopify store, this customer is created with an address record.

The following diagram illustrates the synchronization of customers created without an address.

Figure 1. Synchronization of customers created without an address


Creation of a Customer Address

If the Customer and Customer Location entities are activated on the Shopify Stores (BC201010) form and a new address was created for a customer in the Shopify store, during the import of the Customer entity, the e-commerce connector does one of the following:

  • If the default MAIN location has empty address lines, the new address is used to populate the elements of the MAIN location.
  • If the default location has been deleted in MYOB Acumatica, and there is a corresponding synchronization record with the Deleted status on the Sync History (BC301000) form, the e-commerce connector creates a new location and makes it the default.
  • If the default location exists and the address lines in it are filled in, the connector creates a new location.

If a new location was created for a customer in MYOB Acumatica, when the Customer entity is exported, the corresponding new address is created for the customer in the Shopify store with the data of the new location.

The following diagram illustrates the synchronization of a new customer address.

Figure 2. Synchronization of a new customer address


Editing of a Customer Address

With the Customer and Customer Location entities activated on the Shopify Stores (BC201010) form, if an existing customer address synchronized with MYOB Acumatica is edited in the Shopify store, during the import of the Customer entity, the corresponding customer location in MYOB Acumatica is updated with the changes made to the customer address in the Shopify store.

If an existing customer location is edited in MYOB Acumatica, during the export of the Customer entity, the e-commerce connector does one of the following:

  1. If the customer location is active—that is, if the Active check box is selected for it on the Customer Locations (AR303020) form—the corresponding customer address in the Shopify store is updated based on the changes to the customer location.
  2. If the customer location is inactive (that is, if the Active check box is cleared for it), the synchronization proceeds as follows:
    • If the location's synchronization record has a status other than Deleted, the corresponding customer address in the Shopify store is updated based on the changes to the customer location.
    • If the location's synchronization record has the Deleted status or the location has not been synchronized previously, the location is not synchronized with the Shopify store.

The following diagram illustrates the synchronization of an updated customer address.

Figure 3. Synchronization of an updated customer address


Deletion of a Customer Address

With the Customer and Customer Location entities activated on the Shopify Stores (BC201010) form, if a customer address is deleted in the Shopify store, the import of the Customer entity proceeds as follows:

  • If the corresponding customer location in MYOB Acumatica is not the default customer location, the system makes it inactive and its synchronization status changes to Deleted.
  • If the corresponding customer location in MYOB Acumatica is the default customer location, the connector does one of the following:
    • If the customer location is the only active location of a customer, the connector assigns the Deleted status to the location's synchronization record.
    • If other active locations exist for the customer, the connector makes this default location inactive, assigns the Deleted status to its synchronization record, and makes one of the other active locations the default one.

If an existing customer location is made inactive in MYOB Acumatica, when the Customer entity is exported, the inactive customer location is not synchronized with the Shopify store.

The following diagram illustrates the synchronization of a deleted customer address.

Figure 4. Synchronization of a deleted customer address


Use of the Guest Customer Account

If you want to allow placing orders in your store without providing the customer's phone number or email address and want to import such orders to MYOB Acumatica, you need to fill in the Generic Guest Customer box on the Customer Settings tab of the Shopify Stores (BC201010) form. This customer account appears on imported sales orders that have been placed in the Shopify store without customer details.

The customer record selected in the Generic Guest Customer box is not exported to the Shopify store during the synchronization of customers.

You can also configure the system to change a guest customer account after a particular number of sales orders have been created for this account. You do so by selecting the Use Multiple Guest Accounts check box. When the maximum allowed number of sales orders is exceeded, the system creates a new customer and inserts its identifier in the Generic Guest Customer box. The settings of the new customer account are copied from the previous generic guest customer account, and its identifier is generated based on the numbering sequence specified in the Customer Numbering Sequence box.

By default, the allowed number of sales orders per guest customer account is limited to 10,000. You can override this number by adding the MaxOrdersPerGuestAccount key to the <appSettings> section of the web.config file. For example, to change the guest customer account after every 500 sales orders, add the following key:

<add key="MaxOrdersPerGuestAccount" value="500"/>

For more information about creating a customer, see Customers: General Information.