Customers
The solution can be set to import all orders against a single account, or create each customer from Shopify as a unique account in Sage.
Options
Web Sales Account
The WebSalesAccount setting is used to set the default account for use in Sage. It is defaulted to 'WEBGBP' and can be modified in the workflow variables to whichever account you wish to use. There is a WebSalesAccountOnly setting which when set to 'True' will prevent customers being created and cause all orders to be imported against the WebSalesAccount. If WebSalesAccountOnly is set to 'False', Zynk will use the order email address to match to a Sage customer; if no match is found then a new customer will be created.
Requirements & Assumptions/Assertions
- Customers in Shopify will need to have a valid email.
- Customers in Shopify will need billing and shipping addresses (these can be the same).
- Customers will be added to Sage as part of the order import process, so they won't be added to Sage until they place an order
- Customer accounts will be assigned the currency of the order from which they were created.
Zynk Process
- Export orders from Shopify.
- Check the
WebsalesAccountOnlysetting- If 'False' use the customer's email to match to the Sage account
- If no match is found then create the account in Sage
Field Mappings
| Shopify Field | Sage 50 Field | Notes |
|---|---|---|
| - | A/C | Matched by email or created |
| Company | Company | |
| First Name | Contact Name | |
| Last Name | Contact Name | |
| Address(1) | Street 1 | |
| Address(2) | Street 2 | |
| City | Town | |
| Postcode | Post Code | |
| Country | Country | |
| Email 1 | Required | |
| Currency | Currency | The currency of the the order will be used |