Overview
To prevent creating duplicate customers, configure the Customer Match On setting to first search for an existing customer using either email, phone number, or a combination of both. Accumula will the home phone number from Shopify.
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 handle phone number validations in their own unique ways. 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:
6135551212
+16135551212
(613)555-1212
+1 613-555-1212
Because most people do not provide or enter the country code in the POS, for North American phone numbers only, Mortar will attempt to match phone numbers in your POS without the +1 or 1 preceding the phone number.
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