Setting Up Customer Sync Preferences
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.
Ensure the selected Shopify field is not empty on your orders. An empty match field will trigger sync errors.
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.
Name is required. Map all relevant customer fields before going live to avoid incomplete customer records being created in Tripletex.
