Summary
Shopify Customer records can be created or updated from iPaaS Customer data through API-based synchronization. iPaaS supports the Add/Update sync type to ensure that new customers are created in Shopify and existing ones are updated. The synchronization uses the Shopify Customers API endpoint, with direction set as From iPaaS.
Field Constraints
Email: Must be a valid email format (unique in Shopify).
Mapping Collection Status
Status: Enabled
Trigger Events: Customer Add or Update or delete in iPaaS
Id Format
When manually transferring data from iPaaS to Shopify, such as Customer John Doe with ID 10, it is essential to enter the correct Customer Id (e.g., 10) into the iPaaS input field on the manual sync page.
Deleted Record Support
Customer deletion is supported in this flow. Records removed from iPaaS will not be deleted in Shopify.
Duplication or Conflicting Collections
This is the only active mapping collection for Customer sync. No other overlapping customer-to-customer collections exist.
Supported Child Collections
Parent Collection: Shopify Customer Add/Update From iPaaS
Child Collection: Shopify Customer Address Add/Update From iPaaS – ensures customer addresses in iPaaS are also created/updated in Shopify.
System Caveats
iPaaS Caveats
Requires EmailAddress for customer creation.
Comment field may be truncated if it exceeds limits.
Shopify Caveats
Email must be unique per customer.
Default address rules apply if multiple addresses are passed.
Setup Requirements
iPaaS Configuration
Define mapping rules for Customer fields.
Shopify Configuration
In the integration settings enter following correctly
OAuth URL Template:
https://{API Store}.myshopify.com/admin/oauth/authorize?client_id={SystemTypeVersion:Client_Id}&scope={SystemTypeVersion:Scope}&redirect_uri={SystemTypeVersion:RedirectUrl}&state={iPaaSState}
OAuth Identifier Field: timestamp
OAuth Success Callback Field: code
Shopify Store Credentials
Client_Secret: Secret saved when creating your Shopify store
Scope: write_customers
RedirectUrl:
Authentication & Security
OAuth 2.0 Token: Used for Shopify API authentication.
Integration Flow
iPaaS process triggers with Customer data.
Mapping transforms iPaaS fields into Shopify schema.
Shopify Customer is created or updated via Customers API.
Associated Customer Addresses are processed via child collection.
Mappings
Shopify Customer From iPaaS (Parent)
Mapping Type | Source Field (iPaaS) | Destination Field (Shopify) |
Field | Firstname | Firstname |
Field | Lastname | Lastname |
Field | EmailAddress | |
Field | Comment | Note |
Shopify Customer Address From iPaaS (Child)
Mapping Type | Source Field (iPaaS) | Destination Field (Shopify) | Description |
Field | CustomerId | CustomerId |
|
Field | FirstName | FirstName |
|
Field | LastName | LastName |
|
Field | Company | Company |
|
Field | Address1 | Address1 |
|
Field | Address2 | Address2 |
|
Field | City | City |
|
Dynamic Formula |
| ProvinceCode | This function validates U.S. states, territories, and Canadian provinces and territories. If a valid input is provided, it returns the abbreviation (e.g., "AL"). For invalid inputs, it returns the original value without changes (e.g. StateAbbreviation("Snowstate") will just return Snowstate). This function supports all US states and territories (DC, Guam, etc.) as well as the 13 Canadian provinces and territories. |
Field | Country | Country |
|
Field | PostalCode | Zip |
|
Field | PhoneNumber | Phone |
|
Error Handling
Duplicate Email: Shopify rejects creation if email already exists.
Invalid Postal Code: Address rejected if postal code doesn’t match country format.
Testing & Validation
Test Scenarios
Customer Add: New iPaaS customer creates Shopify customer successfully.
Customer Update: Existing Shopify customer updates correctly by Email match.
Address Add/Update: Address from iPaaS maps to Shopify with province code transformation.
Validation Rules
Email: Must be unique.
Address1, City, Country, PostalCode: Required for valid address creation.
Validation Checklist
New customer records appear in Shopify.
Updates apply to existing Shopify customers.
Address mappings include correct province code.
Additional Notes
Ensure that address syncing logic is aligned with business rules (e.g., overwrite default vs. append).
If Email changes in iPaaS, confirm whether a new Shopify customer should be created or the existing one updated manually.