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Shopify Customer Add To iPaaS

Add Shopify customers to iPaaS

Updated yesterday

Summary

iPaaS Customer records can be transferred from Shopify Customers through API-based synchronization. iPaaS supports automatic synchronization of customer records from Shopify via its Customers API endpoint, and subscribing to the customer/create and customer/update webhook events ensures these records are automatically transferred as they are created or updated.

Field Constraints

  • Email: Must be a valid email format.

  • FirstName/LastName: Max 50 characters.

  • CustomerNumber: Alphanumeric only, max 20 characters.

Mapping Collection Status

  • Status: Enabled

  • Trigger Events: Customer Add or Update in Shopify

Id Format

When manually transferring data to iPaaS.com for a Customer, 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.

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 To iPaaS

  • Child Collection: Shopify Customer Address Add/ Update To iPaaS – used to capture customer address information (billing/shipping).

System Caveats

iPaaS Caveat

  • Requires a unique customer ID or external identifier for correct syncing.

  • Limited support for very large free-text fields (e.g., Notes truncated at 500 chars).

Shopify Caveats

  • Shopify allows multiple addresses per customer. Only the default address is treated as primary unless configured otherwise.

  • Customer email must be unique within Shopify.

Setup Requirements

iPaaS Configuration

  • Define mapping rules for Customer fields.

Shopify Configuration

In the integration settings, enter the 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

Authentication & Security

  • OAuth 2.0 Token: Used for Shopify API authentication.

Integration Flow

  1. Shopify triggers the customer/create or customer/update webhook.

  2. iPaaS fetches the payload from the Shopify Customers API.

  3. Mapping collection transforms fields into the iPaaS Customer schema.

  4. Customer record created/updated in iPaaS.

  5. If the child address exists, iPaaS also syncs the Shopify Customer Address Add flow.

Mappings

Shopify Customer To iPaaS (Parent)

Mapping Type

Source Field (Shopify)

Destination Field (iPaaS)

Field

Id

CustomerNumber

Field

Firstname

Firstname

Field

Lastname

Lastname

Field

Email

EmailAddress

Field

Field

Comment

Shopify Customer Address To iPaaS (Child)

Mapping Type

Source Field (iPaaS)

Destination Field (Dotdigital)

Field

FirstName

FirstName

Field

LastName

LastName

Field

Company

Company

Field

Address1

Address1

Field

Address2

Address2

Field

City

City

Field

ProvinceCode

Region

Field

Country

Country

Field

Zip

PostalCode

Field

Phone

PhoneNumber

Error Handling

  • Duplicate Email: Customer with the same email already exists. β†’ Resolution: Ensure a unique email or configure duplicate merge.

  • Invalid Postal Code: Postal code format does not match region rules. β†’ Resolution: Validate before sync.

Testing & Validation

Test Scenarios

  • New Customer Creation: Customer with a valid email syncs successfully.

  • Customer Update: Updates the existing iPaaS record with changes from Shopify.

  • Address Sync: Both primary and secondary addresses transfer correctly.

Validation Rules

  • Email: Must be unique and valid.

  • Address1, City, Country, PostalCode: Required for address sync.

Validation Checklist

  • Customer records with a valid email are created.

  • Updates from Shopify reflect in iPaaS.

  • Address records sync with correct mapping.

Additional Notes

Shopify supports multiple addresses per customer; ensure business logic clarifies whether all addresses or only default addresses should sync.

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