Customers

When Customer sync is enabled, the app creates or updates debtors (customers) in e-conomic from Shopify customer changes.

Enable customer sync

Sync settings → Customer → Rule sync → check Enable customer sync.

The app reacts when Shopify customers are created or updated.

Matching existing customers

Before creating a new debtor, the app can search e-conomic for an existing customer.

Setting Purpose
Match in e-conomic by e-conomic field: Email, Telephone/fax, or Customer name
Match using Shopify Source: order/customer email, phone, or full name

If a match is found, the app links the Shopify customer ID to that e-conomic customer number instead of creating a duplicate.

Match before create (when enabled): search e-conomic before creating a new customer. When disabled, each new Shopify customer may create a new debtor unless a link already exists.

Create and update policies

Policy New customers Customer updates
Sync Create or link debtor Update when matched or linked
Skip Ignore new customers Ignore updates
Only if linked — Update only if a prior link exists

Use Only if linked if you want Shopify updates only for customers already synced once.

Default mappings (e-conomic)

Under Default mappings, set values required by your e-conomic agreement:

  • Customer group
  • Default VAT zone (used when address country is missing or rules do not apply)
  • Payment terms
  • Default currency (e.g. DKK)

VAT on new debtors can also follow simple or advanced country rules when an address country is present (see VAT & shipping).

Field mappings

Field mappings map Shopify customer fields to e-conomic debtor fields, for example:

Shopify (source) Typical e-conomic target
Name Name
Email Email
Phone Telephone
Address line 1 Address
City, ZIP, Country City, ZIP, Country

Empty mapping targets are skipped.

Guest checkout and orders

Order sync can use a default debtor customer number for guest orders without a linked Shopify customer. Configure that under Order → Default mappings.

Log behavior

  • Processed — customer created, updated, linked, or skipped by policy
  • Failed — e-conomic rejected the request or the connection needs attention

Tips

  • Use email matching when most customers have a unique email.
  • Align customer group and VAT zone with your accountant before bulk sync.
  • Disable customer sync if you only want products and orders with a fixed guest debtor.

See also