Question

Shopify order data

  • 25 April 2022
  • 1 reply
  • 13 views

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.


1 reply

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Hi @Celine-NH

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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