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Customer sync

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Only available with Epos Now as stock master

Our integration can sync customer data from WooCommerce to Epos Now.

This is triggered when a customer places an order on WooCommerce.

Customer sync is not a full customer master sync between both platforms. The main customer create and link process happens when WooCommerce orders are sent to Epos Now.

How It Works​

The flow is as follows:

Good to know​

Default Sync Customer​

The default sync customer is mainly used for guest orders, where there is no WooCommerce customer account to link.

Email Addresses​

Epos Now allows multiple customers to have the same email address but WooCommerce does not.

When more than one Epos Now customer has the order email, choose the duplicate-email option in the customer sync settings:

  • Notify me and wait for a link — Slynk sends a notification and waits for you to choose the correct customer. The order waits until the match is resolved.
  • Use the newest matching customer — Slynk uses the matching customer with the highest Epos Now customer ID.
  • Use the oldest matching customer — Slynk uses the matching customer with the lowest Epos Now customer ID.

For registered WooCommerce customers, the selected customer is linked. Guest orders use the selected customer for that order but do not save a permanent WooCommerce customer link.

Guest Orders​

A guest order on WooCommerce is an order where the customer did not log in to place the order on your website. You can see this by opening the order in WooCommerce and it will tell you if it is a guest order.

By default, guest orders sync against your default sync customer on Epos Now.

You can optionally enable guest customer sync. When enabled, Slynk uses the email address on the guest order to look for a customer in Epos Now. If exactly one match is found, that customer is used. If no match is found, a new Epos Now customer is created. Because a guest checkout has no WooCommerce customer ID, Slynk does not save a permanent WooCommerce-to-Epos Now customer link.

If a guest order has no usable email address, it falls back to the default sync customer. If multiple Epos Now customers share the email address, the duplicate-email option selected in Customer sync settings is used.

Customer address for new customers​

This setting applies to all customer syncs where Slynk needs to create a new customer in Epos Now — both registered WooCommerce customers and guest orders when guest customer sync is enabled.

You can choose which WooCommerce order address is used when the Epos Now customer is created:

  • Billing address — the default, preserving the existing behaviour.
  • Shipping address.
  • Billing, fall back to shipping — uses shipping if the billing address is incomplete.
  • Shipping, fall back to billing — uses billing if the shipping address is incomplete.

This setting does not change the address of an existing Epos Now customer when an email match or existing customer link is found.

Loyalty Points​

If you use the Epos Now Loyalty App and customer sync is enabled, customers can still earn points on WooCommerce orders when those orders sync to Epos Now.

We can also sync the current Epos Now loyalty points balance back to WooCommerce for linked customers.

For more details on how this works, have a look at: Integrations