Customer Sync Settings Explained

Why Customer Sync Matters

Customer synchronization ensures that your customer data remains consistent across both Shopify and e-conomic. This alignment is crucial for:

• Accurate invoice generation

  
  

• Consistent customer communication

  
  

• Proper financial tracking

  
  

• Streamlined customer service
  
  

  

1. Customer Matching Configuration Explained

What It Does

This setting determines how the integration identifies the same customer across both systems. Think of it as teaching the system how to recognize "John Smith" in Shopify is the same person as "John Smith" in e-conomic.

Why It's Important

• Prevents duplicate customer records

  
  

• Ensures accurate financial history

  
  

• Maintains clean customer database

  
  

• Enables proper invoice tracking

  
  

Choosing the Right Identifier

Each identifier option has specific use cases:

Email Address (Recommended)

• Pros: Usually unique, rarely changes

  
  

• Best for: B2C businesses, online stores

  
  

• When to use: Most general cases

  
  

Customer Number

• Pros: Completely unique, systematic

  
  

• Best for: B2B businesses

  
  

• When to use: When you have an existing customer numbering system

Phone Number

• Pros: Generally unique

  
  

• Best for: Local businesses

  
  

• When to use: When phone is your primary contact method

  
  

Customer Name

• Pros: Easy to recognize

  
  

• Cons: May not be unique

  
  

• When to use: Only for small businesses with few customers

2. Customer Number Management Explained

Let e-conomic Create Numbers (Recommended)

Benefits:

• Ensures unique numbering

  
  

• Follows e-conomic's numbering system

  
  

• Prevents conflicts

  
  

• Maintains accounting consistency

  
  

Use Shopify Numbers

Benefits:

• Maintains existing customer references

  
  

• Useful when Shopify is your primary system

  
  

• Better for businesses transitioning from Shopify-only operations

3. Default Customer Settings Explained

Why Defaults Matter

Default settings serve as your template for new customer creation, ensuring:

• Consistency in customer records

  
  

• Proper accounting categorization

  
  

• Correct tax handling

  
  

• Appropriate payment terms

  
  

Key Settings Explained

Payment Terms

• Defines when and how customers should pay

  
  

• Affects cash flow management

  
  

• Sets customer expectations

  
  

Customer Group

• Enables segmentation for reporting

  
  

• Affects pricing rules

  
  

• Influences accounting categorization

VAT Zone

• Ensures proper tax calculation

  
  

• Critical for international sales

  
  

• Maintains tax compliance