Shopify customers in Close

Keep Shopify customer details and order summaries up to date in Close – automatically.

Request beta access

Try Shopify-to-CRM sync free during the beta. Send your details for the next steps by email. A paid subscription starts only if you approve it through Shopify.

Read how we handle contact details in our privacy notice.

Getting started

  1. Send your request

    Share your contact details and your store’s .myshopify.com address to request beta access.

  2. Hear from Bidson

    We will email you the next steps for activating free beta access.

  3. Install through Shopify

    Review the permissions in Shopify, then choose your CRM after signing in to the app.

Data synced to your CRM

Updates go automatically from Shopify to Close. Orders are summarized on each customer, rather than added as separate order records.

  • Customer names, email addresses and phone numbers.
  • Optional order summaries, tags, email marketing status, customer history, language and location.
  • Related Shopify B2B companies, linked to the customers being synced.
Show 19 CRM fieldsHide CRM fields

Bidson CRM Sync creates missing fields and reuses compatible fields in Close. Native name, email, and phone fields are used where supported and are not listed below.

Field nameData type
Customer ID (Shopify)hidden
Store (Shopify)text
Last synced (Shopify)datetime
Sync origin (Shopify)text
Import ID (Shopify)hidden
Orders (Shopify)number
Total spent (Shopify)number
Last order date (Shopify)datetime
Last order value (Shopify)number
Average order value (Shopify)number
Tags (Shopify)text
Email marketing status (Shopify)choices
Customer since (Shopify)datetime
Last customer update (Shopify)datetime
Language (Shopify)text
City (Shopify)text
Region (Shopify)text
Country (Shopify)text
Shopify Company IDhidden

Choose which customers to sync

Sync all customers, only new customers, or customers with selected Shopify tags. You can import existing customers now or later.

Read about customer selection and imports

Before you start

  • You need permission to install apps in Shopify and connect your Close account.
  • Customers are saved as contacts in Close; Shopify B2B companies are saved as leads.

Read the setup guide

Need more detail?

Customer matching and B2B companies

Help and troubleshooting