Customer Synchronization

Keep customer data consistent across WooCommerce and ERPNext. This page explains how to configure customer synchronization.

Customer Sync Settings

1. Navigate to Order Sync:
   • Go to WordPress Admin → ERPNext Integration → Order Sync.
     
2. Enable Customer Sync:
   • Toggle the Customer Sync switch to ON.
     
3. Configure Settings:
   • Customer Group: Select a default group (e.g., Online Customers).
   • Territory: Set a default territory (e.g., United States).
   • Auto Create Customers: Create ERPNext customers from WooCommerce orders.

Data Mapping

• Field Mapping:
  • Map WooCommerce fields (e.g., First Name) to ERPNext fields (e.g., first_name).
  • Example: Map billing_email to email_id.
• Address Mapping:
  • Map billing and shipping fields (e.g., billing_address_1 to address_line1).
• Customer Metadata: Map custom fields if used (e.g., WooCommerce loyalty_points to ERPNext custom field).

Manual Sync

• Sync Previous Customers: Batch sync existing WooCommerce customers to ERPNext.
• Monitor Sync: Check ERPNext Integration → Logs for status and errors.