Customers

  • Setting custom Roles to be recognized as Customers

    In WooCommerce, the role “Customer” is the default role that all customers are added into when they register. This is the role that our integration reads by default to determine which users to map/sync, and which to ignore (Shop Managers, Administrators, etc). However, it’s common practice to separate different types...
  • How we handle syncing new vs. existing customers to QuickBooks

    One of the well-refined features of our QuickBooks sync is the way in which our integration handles determining the sync of new customers in QuickBooks, and if they exist already in QuickBooks. In this article, we will discuss how our integration handles the logic of syncing customers.  Logic When we...