Customer Sync settings

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Setting Up Customer Sync Preferences

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Customer Match Rule

Define how customers are matched between Shopify and Tripletex. Select a Shopify field and the Tripletex field it should be matched against. The integration uses this pairing to check whether a customer already exists in Tripletex — a new customer is created only when no match is found, which prevents duplicates. Where possible, match on a field that is unique per customer to keep duplicates out. Default Customer for POS Orders (Optional) — Enable Use a Default Customer for Point of Sale (POS) Orders if you process in-person sales. When a Shopify POS order doesn’t have a customer assigned, the integration automatically creates a customer named POS Customer – Cloudify in Tripletex and uses it for all POS invoices where no customer information is available.

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How Should Customer Data Fields Be Mapped?

Specify how Shopify customer data maps to Tripletex fields. This controls how customer information is transferred when a customer is created or updated in Tripletex. Some common fields — such as Name and Telephone — are pre-mapped for you.

• To change a mapped field, click its box and select your preferred Shopify field.
• To remove a mapping, click Clear.
• To map a fixed value instead of a Shopify field, click Use Text and enter the value.
• Click Create new Shopify field to add a mapping that isn’t listed.

Fields are grouped across tabs — General, Postal address, Invoice settings, Business address, Delivery address, and Additional. The Status column shows whether each field is Mapped or Not mapped.