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Fields included on new customer records
Fields included on new customer records

If the customer record does not exist in your POS when an order downloads, Mortar will create the customer record.

Updated over a week ago

Overview

If the customer record does not exist in your POS when an order downloads, Accumula will create the customer record. The following fields are added to the record:

  • First Name

  • Last Name

  • Birthday

  • Phone Number 1 (Home Number)

  • Address

  • Email address 1

  • Customer Tag: "Shopify" plus your Accumula account name (Example: shopifyteststore)

  • Email Marketing Opt-in/out (Only available in Lightspeed R- Series)

ⓘ Note A complete physical address is required by Heartland to add a customer. If Heartland's address validation blocks an order, you may need to update the customer's address on Shopify before the order can be created in Heartland.


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