Why customer records split
Someone buys a candle at the counter. Square has their name because the cashier asked, or because they paid with a card Square already knew. They never made a Shopify account. Next month they order the refill on the website, as a guest or with a different email. Shopify has a customer. Square has a customer. The shop is looking at two people.
It goes the other way too. A person shops the website for months, then walks in on a Saturday. Square starts a new customer. The person at the counter is talking to someone who already reordered three times online.
A CSV looks like the fix. You export one list, match the rows by hand, and upload them to the other side. It holds until the next weekend.
How customers move
A customer who is only in Shopify gets exported to Square. A customer who is only in Square gets imported into Shopify. The name, email, and phone go with them.
Pick Shopify or Square, the store your team edits. Add a customer there, or change a name, an email, or a phone, and the other store gets that update. On Starter you press sync. On Growth and Pro the update can run on its own.
Before SquareFloww creates a customer, it checks the phone number and the email. When those match someone already there, it uses that customer.
On the Shopify tab, Gap means that person is not in Square yet. Export sends them over. Linked means the same person is already on both sides, and Resync sends the latest name, email, and phone. The Square tab is where you import customers who are only in Square.
Before the first sync
Use the Square account the shop already runs. Connect Square to Shopify before you touch the list.
Pick the customers your staff would know by name. Put the same phone number and the same email on their Shopify profile and their Square profile. The person who bought the candle at the counter and the refill on the website should share those two details, so SquareFloww keeps them as one customer.
Export the customers who are only on the website. Import the customers who are only in the shop. Then open three you know: one from the counter, one from the website, and one who has bought in both places. When those three are the same people on both sides, sync everyone else.
Products use that same connection. Sync Shopify and Square products for the title, price, and photo, and sync Square inventory with Shopify for the count at each shop.
Which plan to start on
| Plan | Price | Customers | Products | Location pairs | Sync mode |
|---|---|---|---|---|---|
| Starter | $19/mo | 500 | 1,000 | 1 | Manual |
| Growth | $39/mo | 2,000 | 2,000 | 3 | Automatic |
| Pro | $79/mo | 10,000 | 10,000 | Unlimited | Automatic |
The 7-day trial is on every plan, so you can check a few customers before you sync the whole list. Compare SquareFloww with the other Shopify Square integration apps.