How to merge or split customers from different websites when importing into Acumatica

  • 6 September 2022
  • 5 replies
  • 109 views

Userlevel 6
Badge +2

Be default, commerce connector merges customers from external systems using the same email address. i.e. when you have two or more customers from one or more stores irrespective of the connectors(Shopify, BigCommerce etc.,) imported into Acumatica, the connector creates one customer record for all.

But because of some business scenarios if this is required to not to be merged and create separate customer records, then this could be done using the attached customization. 

Once the customization is published, you see a new checkbox called “Merge Duplicate” in Entities(BC202000) form. 

If checked for the stores for the customer entity, then customer records from different stores would be merged and you would have one customer per email ID. 

If checked for few stores and not for all, then checked stores will create a separate customer records but unchecked stores will share a common customer record. 

 

 


5 replies

Userlevel 7
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Thank you @KarthikGajendran 

I have a scenario there are two customers with two different websites.

Example:

The customer created in one store with customer class “  A-sale” and another customer created in another store with customer class “ B-Sale”, both the store has the same email in this scenario customer record will merge based on the email ??

We are looking at the below feature in the coming days from Acumatica

 

 

Userlevel 6
Badge +2

@manikantad18 Thanks for the question. 

Please note this is only for future customer imports. 

Going by your example, if you have imported a Customer called “A-Customer” with the Customer Class “A-Class” with email address Acustomer@acumatica.com from the BigCommerce “A-Store” and if this same customer places an order another website using the same email address , then the connector will not create a new customer record in Acumatica. Instead, it will use the existing customer “A-Customer” to import the order if the merge duplicates are checked in the entities form for the stores. 

 

Userlevel 7
Badge +5

Thank you @KarthikGajendran for the clarification, I understood the concept of Merging duplicate customization now

Userlevel 4
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Thanks Karthik for the responses.

The Merge Customer feature is good for merging duplicates based of email address and physical address (Street, city, state and zipcode). 

However, what we are interested to see how does it handle following scenarios.

If Customer X creates their account in Website A and B with same email Id, will it create 2 different accounts? (Merge feature won’t help us as pricing for Website A and B is diff)
If it does create 2 accounts (X1, X2) then is there any affiliation which Customer was created under which website A or B?
When this Customer X logs into Website A or B will they see their order history reflect from the business account uniquely? 

If the Customer X1 changes their email address on Website A, would that email address get updated to Customer record X1, has this been tested fully?

 

Would appreciate as we are starting to implement multiple stores for BiG Commerce and Shopify, would love to know the answers before we test and see its capabilities. 

Userlevel 6
Badge +2

@hsarjapur When we refer different stores we mean different stores in BigCommerce with its own backend and same with Shopify. We do not mean multistore front in BigCommerce which shares the same backend. This feature is not implemented yet. It is in the roadmap. 

 

If Customer X creates their account in Website A and B with same email Id, will it create 2 different accounts? (Merge feature won’t help us as pricing for Website A and B is diff)

Answer: If you uncheck merge duplicates in Entities(BC202000) form for Customer entity for both the individual stores, then yes connector will create two customer account(X1,X2) in Acumatica. Otherwise it would be merged and create one customer account based on the email address.


If it does create 2 accounts (X1, X2) then is there any affiliation which Customer was created under which website A or B?

Answer: Yes, you can check this in the Sync History(BC301000), each customer is linked to it related external store and also in each Customer record, you can check the Ext Ref Nbr. field which will show the Customer ID and Store name as show in the below screenshot.  


When this Customer X logs into Website A or B will they see their order history reflect from the business account uniquely? 

Answer: Yes, they would. 

 

If the Customer X1 changes their email address on Website A, would that email address get updated to Customer record X1, has this been tested fully?

Answer: Yes, it will get updated. In fact, it is easy because there two different accounts in Acumatica X1 and X2. 

 

 

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