Hello,
I wanted to import the shopify data of customers (their orders) and segment them to the existing client/people profiles. I have imported the order data as a csv file, and I want to make sure the orders match with the client information.
Hello,
I wanted to import the shopify data of customers (their orders) and segment them to the existing client/people profiles. I have imported the order data as a csv file, and I want to make sure the orders match with the client information.
Hi
If you make an export it is a one time activity. You can also build a workflow that is triggered for each new order. The trigger hands over the data to a workflow that can be used to find or create a customer in Copper and do other actions (e.g. add a tag or track an activity).
As I mentioned in my previous email, Three60.io can offer you this solution as a service. I recommend you to book a free consult with Three60.io to discuss the details of your needs and they can give you a cost estimate.
Thanks, Jaco
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