Customer Sync Settings

Control how your Shopify customers are matched and created in Exact Online. This page covers three areas: how customers are matched, what defaults are applied when creating new ones, and how individual fields are mapped.

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Sync Rules

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How do you want to match your customers?

When a Shopify order comes in, the integration needs to find the right customer in Exact Online. This setting tells it which field to use for that lookup.

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Point of Sale (POS) Orders

If you use Shopify POS and some orders have no customer attached, enable “Use a Default Customer for Point of Sale (POS) Orders”. When active, the integration will automatically assign a customer named POS Customer – Cloudify in Exact Online to any POS order where no customer is present. This keeps your invoices clean without requiring manual intervention.

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Default Mappings

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What are your default settings for new customers?

When a Shopify customer cannot be matched to an existing account in Exact Online, the integration creates a new one. These default settings define the financial values applied to that new account automatically. Configure these to match how your business handles sales — so every new customer is created with the right settings from day one, without manual edits in Exact Online.

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Customer Field Mappings

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How should customer data fields be mapped between Shopify and Exact Online?

Field mappings control exactly which Shopify data gets written into which Exact Online account field when a customer is created or updated. Some common fields are pre-mapped for you out of the box: You can add, edit, or remove mappings as needed using the Create new Shopify field button. Mappings are split into two tabs:

• General — Core account fields such as name, email, and phone.
• Invoice address — Billing address fields synced to the Exact Online account.