Handling Customer Data Between Shopify and Mindbody
This article provides a detailed overview of how customer data is transferred between Shopify and Mindbody during the order synchronization process. It highlights the prerequisites for enabling customer data transfer, describes the default behaviors for customer data handling, and outlines the steps taken when discrepancies arise.
Prerequisites for Customer Data Transfer
To enable the transfer of customer data between Shopify and Mindbody, your Shopify store needs to be subscribed to a plan that supports customer data synchronization. Additionally, the "Sync Customers" setting must be activated in your account settings. By default, this feature is turned on for all users.
When an order is placed in Shopify and synchronized with Mindbody via ShopConnect, the system initially attempts to match the customer based on their first and last names, along with their email address. Here's how the process works:
- Matching Existing Customers: If the customer's email address matches more than one record in Mindbody, ShopConnect defaults to associating the order with the first matching client found.
- Handling Orders Without Email Addresses: If no email address is provided, ShopConnect assigns the sale to a placeholder client named "Shopify Sales" within your Mindbody account. This measure ensures inventory consistency between Shopify and Mindbody. You can later reassign the sale to the appropriate client. Read this support article here for details.
- Preserving Existing Mindbody Profiles: If a matching customer already exists in Mindbody, their profile remains unchanged, and the sale is simply added to their account.
- Adding New Customers: For new customers, ShopConnect captures and incorporates additional details into the Mindbody client profile, enhancing client management efficiency. Specifically, phone numbers are sourced exclusively from the customer's default information or the order's contact/billing information. Meanwhile, addresses are comprehensively collected from the customer's default address, the order address, or the billing address. This meticulous approach ensures that the most relevant and complete information is always used to establish or update client profiles in Mindbody, streamlining operations and client communication.
Effective from January 24, 2024, the ability to sync customer data varies by Shopify subscription plan. Here's a brief overview:
- Plans Without Customer Data Sync: Shopify Starter, Lite, Retail, and Basic plans.
- Plans With Customer Data Sync: Standard Shopify, Advanced Shopify, Shopify Plus, and Commerce Components by Shopify.
Conclusion
Understanding the nuances of how Shopify and Mindbody handle customer data during synchronization is crucial for seamless operation and efficient client management. By ensuring your Shopify plan supports customer data sync and configuring your settings appropriately, you can optimize the integration between these platforms.
