Skip to main content

Search

Mapping Customer Details of Shopify Follow

In this article, we will learn about how to map Shopify customer fields to Salesmate contact fields after successfully connecting Shopify to Salesmate. This ensures a smooth data flow and accurate customer information management by aligning the fields between both platforms.

Note: All contacts created via Shopify connection will have the tag ‘SM-SHOPIFY’ by default.

 

Steps to Map Shopify Customer Fields

  • Navigate to the Profile icon in the top-right corner of your Salesmate account.
  • Click on Setup.

Screenshot 2025-06-05 at 11.04.13 AM.png

  • Go to App & Add-Ons.
  • Click on E-Commerce.

Screenshot 2025-06-05 at 11.06.06 AM.png

  • Locate Shopify and click Configure.
  • Click on Connect New Store

Screenshot 2025-06-05 at 11.14.18 AM.png

  • Once the app is installed and you begin the connection process, Salesmate will guide you through contact field mapping and related setup options.

Assign Default Contact Owner

  • You’ll be prompted to assign a default contact owner for all contacts synced from Shopify.
  • By default, the user who sets up the integration is selected as the owner. You can change this to another user if needed.

mceclip2.png Add Contacts to Lists

  • Choose one or more Lists where contacts imported from Shopify should be added.
  • You can either:
  • Select an existing list
  • Or click Create New List from the dropdown menu to make a new list on the spot

Choosing Contact Type

  • All contacts created via Shopify will have a default contact type selected as "Customer"
  • Your created/configured contact type will be available to choose within the dropdown under "Contact Type"
  • You can change the default selected type to the one which aligns with your process.

mceclip1.png Field Mapping

  • You can now map Shopify customer fields to Salesmate contact fields. The interface will display:
  • Left-hand side: Shopify customer fields
  • Right-hand side: Salesmate contact fields

customer mapping (1).png Auto-Mapped Fields The following fields will be auto-mapped and cannot be modified:

  • First Name
  • Last Name
  • Company
  • Mobile
  • Email

Address Mapping

  • By default, address information from Shopify will be mapped to the Billing Details section in Salesmate.
  • You may update or customize these address mappings as needed.
  • Finalize Mapping
  • Once field mapping is complete, click Next to proceed with the integration setup, it will redirect you to map Product Fields for Shopify

customer mapping (1).png

Note:
  • Unmapped Fields: If a Shopify field lacks a corresponding Salesmate field, a new field can be created, similar to the Salesmate Import feature. 
  • Data Type Mismatches: Incompatible data types (e.g., text vs. number) will trigger a warning.
    “Data type mismatch. Verify field type to avoid sync issues.”
    • The mapping can proceed, but data may import incorrectly.
    • If a list used for contact assignment is deleted post-integration, syncing will continue without errors.
    • If the assigned owner is deactivated, Salesmate will prompt for a new owner selection
By following these steps, Shopify contacts can be properly mapped and seamlessly integrated into Salesmate, ensuring streamlined sales and support operations.

Related articles

Comments

0 comments

Article is closed for comments.