How to Sync Customers from NetSuite to Shopify with In8Sync’s Shopify DirectConnect
Syncing customers from NetSuite to Shopify with Shopify DirectConnect is simple and occurs in real-time. To test and illustrate the customer sync function, follow these 3 steps:
- First, Open an Existing Customer in NetSuite (or create a new customer in NetSuite)
In the navigation bar, select Lists → Relationships → Customers
To open a customer from your customer list, click “view” on far left of that customer’s row
2. With a Customer Record Now Open in NetSuite, It’s Time to Sync the Customer to Shopify
Just click on the “Sync to Shopify” button at the top of the Customer Record
You should see a confirmation page like the one above (in this case, NetSuite is confirming that our customer, Mary Demo, has synced to Shopify successfully)
3. To Illustrate the Sync Worked Successfully, Navigate to Your Shopify Website and Open Your Customer List
To open your customer list in Shopify, click on the “Customers” tab in the left-hand sidebar
Mary Demo appears in our Shopify customer list, illustrating the successful customer sync from NetSuite to Shopify
The customer sync function of In8Sync’s Shopify DirectConnect bundle works bi-directionally between NetSuite and Shopify: not only can you sync customers from NetSuite to Shopify, you can sync customers from Shopify back to NetSuite as well. Syncing customers bi-directionally between NetSuite and Shopify in real-time saves you time by reducing redundancies in your data management. It also prevents inconsistencies in customer data across your systems, a common pitfall of manually syncing your customer data across multiple systems.
In addition to the customer sync feature, key features of the Shopify DirectConnect bundle include:
Hosted Within NetSuite
Standard Setup
Customer Sync
Product Sync
Stock Level Sync
Orders Sync
Item Support
Shipment Tracking
Promotions Support
Refund Support
Gift Certificate Support
Signify Risk Support
NetSuite Lead Forms
Price Level Support
Configurable Mappings
Notifications
Wholesale Quantity Pricing
Multi-Currency Support
Bulk Updates
Transaction Reconciliation
For more information about our Shopify NetSuite Integration, please visit our Shopify DirectConnect page.