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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 of customers by role; for example different wholesale levels, or different types of retail customers.

If your WooCommerce store has additional custom Roles in WordPress that are used to organize customers, you’ll want to make sure you add these in our settings. Here’s how to do so.

  1. Visit your Users tab on the left sidebar in your WordPress admin. Here, you’ll be able to see a list of blue links across the top – that would show any custom roles you have. Here’s an example:
  2. Then, visit MyWorks Sync > Settings > Mapping, and add this custom role in the “Recognize other WordPress roles as a customer” setting. Here, we have added Subscriber and Wholesale.

Once added, customers in these roles will be synced to QuickBooks Online normally as customers when they place an order, and they will be visible on the Map / Push tabs as normal customers.

Updated on January 23, 2018

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