By default customers are downloaded only when they place orders in Magento 2. For subscribers on our Growth Plan or above, customers can be downloaded independently from orders whenever new customer accounts are created in Magento 2.
The customer from each order is downloaded and matched by email address to the existing customers in the point of sale. If applicable, their shipping and billing address information in your point of sale is updated with the shipping and billing information from the Magento 2 order.
Note: If a customer uses a different email address than the email address in point of sale, a new customer will be created in point of sale when the order is downloaded.
Note: If multiple Customers use the same email address in POS or Magento 2 then matching inconsistencies will occur.
Accumula supports Magento 2 Guest Checkout. These customers will also be matched to customers in your Point of Sale by email address.
Third Party Orders
Sometimes customers created by extensions for third party orders are missing critical data such as an email or address details. This may lead to sync errors and the developer of the third party extension may need to update their extension to provide data needed to allow customers and/or orders created by their extension to sync.
Heartland Customer Validation
Heartland validates customer data such as email and address details. Customers may reject some customers for invalid data, and their orders will not download. Extensions for Magento 2 that validate customer emails and addresses before they can checkout are advised if you're integrating with Heartland Retail.
Most solutions (Magento 2, Lightspeed, Heartland, etc) do not notify connected applications when any data is merged. As a result and to prevent errors we recommend against merging customer records. If you do merge customers in Point of Sale the following will occur:
- The next time that customer is saved in Magento 2, places an order online, or the next time one of their orders is updated your integration will receive an error that the customer no longer exists in POS.
- Your integration will automatically attempt to find another customer in Point of Sale with an identical email address, and sync to that customer instead.
- If no match is found, the customer, order and/or order update will not be able to sync.
Please Contact our Support Team if your customers or orders are not downloading and you believe you've merged one of the associated customers in POS.
Important: Accumula Support can manually resolve merged customer records but it can be a very time consuming process (sometimes as much as 10-15 minutes per customer record). We recommend against merging customer records to prevent significant delays while merged data is reconciled.