Overview
Mortar matches customers between platforms to prevent duplicates. If no match is found, a new customer will be created.
The "Customer match on" setting controls the priority of matching when creating customers in POS. It is configured to first search for an existing customer using either email, phone number, or a combination of both.
Settings Location
Apps > Shopify > General > Customer Match On
Matching options
Matching | Link customers between systems by... |
Email, phone | Check for matching email addresses first, then check for matching phone numbers |
Phone, Email | Check for matching phone numbers first, then check for matching email addresses |
Email Only | Only the customer's email address |
Phone Only | Only the customer's phone number |
ⓘ Note If a customer uses a different email and/or phone number on Shopify than they used in your physical store it is expected that we will create a new unique customer in your POS. This is not a duplicate customer record.
Special note on phone matching
Shopify and your POS accept phone numbers in various formats.
Shopify considers any phone number that can be dialed using E.164 format valid. Each of the following examples is considered valid for the same phone number in Shopify:
6135551212
+16135551212
(613)555-1212
+1 613-555-1212
Mortar strips out extra characters and uses only the numbers when matching phone numbers, ignoring the +1, parentheses, and dashes.
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