Documentation

Compare Bidson’s field reference with your existing integration before the test. Pause the previous integration before testing if it writes the same Shopify data to the same CRM fields. The optional full preview is available after the test step; completing setup also starts automatic sync.

Before the test import of up to three customers, pause any existing integration that writes the same Shopify data to the same CRM fields. Do not let two integrations update those fields at the same time.

Review Bidson's exact field names in the guide. Bidson does not currently map its data to arbitrary existing custom fields, so similarly named fields from an earlier setup may remain separate.

Check up to three test customers and any CRM automations that use the updated fields. If the result is correct, keep the previous Shopify-to-CRM integration disabled and start automatic synchronization.

Install and open Bidson CRM Sync from Shopify admin.

The app prepares required fields automatically for Attio, Close, folk, Capsule and Pipedrive. For folk, select the destination group and Bidson creates missing group-scoped fields there. Capsule requires Starter or higher because Capsule Free does not provide enough custom fields.

During the beta, request access on the page for your CRM. Follow the installation instructions emailed to you, then open the app under Apps in Shopify admin.

In step 2, open Choose what to sync. Select customer details and the customer scope, then use Continue to test sync to save both choices and move on. Save data choices only saves the details when you return to this step.

In step 3, use Test import to try up to three customers. Open those customers in your CRM and check their contact details, selected Shopify fields and any CRM automations. If no customers can be tested, choose Continue without test.

In step 4, tick the box confirming that the test customers look correct. For new customers only, choose Start automatic sync. To include an import of existing customers, choose Start sync and import. Check the customer count and estimated duration in the dialog, then confirm the start there.

Test with up to three available customers and check the result in your CRM. The test writes data and may trigger CRM automations. If no customers are available for your selection, choose Continue without a test; you can test later from Overview.

Select at least one existing Shopify customer tag. A customer needs any one of the selected tags, not all of them. Existing matches are included in the initial import; customers tagged later become eligible for automatic sync. If a customer no longer matches, their CRM record stays but stops receiving updates. Work already running may finish.

New customers only includes customers created after setup, plus customers already linked by Bidson. Older, unlinked customers are not added just because they place a new order. Related Shopify B2B companies follow the customers being synced.

The number of matching existing customers updates when you change the selection or tags. This is the number selected for import, not the number of new CRM records: some may match existing records.

Using tags to select customers does not require copying Customer tags into CRM fields. These are separate settings.

Switching to All customers opens an import confirmation when you save; confirming saves the selection and starts a background import. Cancelling leaves the saved selection unchanged. After changing tags, use Overview to import existing customers matching the new selection. Switching to New customers only uses the time you save as the new starting point; already linked customers keep receiving updates. Existing CRM records are not deleted.

Preview import is optional under Advanced options in step 4. You confirm the preview and import together before starting. A completed preview with no issues starts the import automatically. If the preview finds issues, review them and choose how to continue. The preview itself does not change CRM data. Automatic sync does not wait for the import to finish.

Historical import is optional. You can import existing customers later from Overview, or select Import existing customers again for another import. The confirmation shows an estimated duration. A preview run on its own does not start an import: review its result and confirm the import separately.

Choose customers with specific tags, new customers only, or all customers. Automatic updates apply to every option. Choose the customer information to sync separately. New customers only includes customers created after setup, plus customers already linked by Bidson. Older, unlinked customers are not added just because they place a new order. Related Shopify B2B companies follow the customers being synced.

Preview and full import run in the background: you can close the page or your computer. You can cancel either job; completed imports are not undone. Automatic sync continues during later imports.

If settings changed, use Review and start a new import, check the current choices and run the offered preview. Confirm the new import after reviewing the result. Previously imported CRM data is preserved.

When an update to an existing CRM record has an uncertain result, Bidson can verify and retry it automatically a limited number of times. If it still needs attention, use the offered check-and-resume action or open Review. Contact support when the issue says a safe retry is unavailable.

Data flows from Shopify to your CRM. CRM changes are not sent back to Shopify. Order information consists of totals per customer, not individual order records.

Follow sync status and import progress in Overview. For errors, open Activity and follow the action shown. Open Review for uncertain customer matches.

Pause import and Resume import control the current import. Pausing or cancelling an import does not stop automatic sync.

In Settings, change customer scope and customer details separately. Use Save customer data to save the details. Data choices cannot change while an import or preview is running; let it finish or cancel it first.

New data choices apply to future updates. To fill newly selected fields for existing customers immediately, choose Import existing customers again in Overview. Check the customer count and duration, then confirm the import. Turning off a data group does not remove existing CRM values.

In Pipedrive, email and phone values written by Bidson show your Shopify store name. Older Shopify labels are updated on a later sync after Bidson checks that it manages those contact details. Manually maintained contact values are preserved.

Setup needs 19 Person custom fields, including one hidden field that tracks which contact details Bidson manages, and one Organization identity field. If field capacity blocks setup, free a custom-field slot or adjust your Pipedrive plan, then check the fields again.

Use a SuperOffice Online account with administrator access, API access for the integration and capacity for 19 Person fields and two Contact fields. Allow people without a company in your account settings. Your SuperOffice subscription is separate from Bidson CRM Sync.

Connect SuperOffice Online with administrator approval. Bidson prepares the required fields; an administrator then reviews and publishes them in SuperOffice Settings and maintenance. Return to Bidson and check the fields again.

Test with up to three available customers and check the result in your CRM. The test writes data and may trigger CRM automations. If no customers are available for your selection, choose Continue without a test; you can test later from Overview.

Core contact data is always synchronized. Optional groups in Settings are Order summaries, Email marketing status, Customer tags, Customer history and language, and Geographic location. Street addresses are never synchronized.

Shopify B2B companies use the CRM's native company record and relationship. Matching uses the exact Shopify Company ID rather than company name or domain.

Bidson CRM Sync uses consistent Shopify field names, while data types can vary between CRM systems. Each CRM page lists the exact fields created or reused for that provider.

Order values use the Shopify store's currency. Refunds and cancellations update the customer totals when Shopify reports those changes.

Choose in Settings which customer information Bidson keeps updated. Turning a choice off stops future updates without removing values already stored in the CRM.

If you change which data to sync, test again before starting automatic sync. Save your choices, run a new test and check the result.

Previous test history remains available. Core contact data always syncs. For new connections, Order summaries, Email marketing status, and Customer history and language are enabled by default. Copying Customer tags to CRM fields and Geographic location are not selected initially. Saved choices are preserved. Check tags for sensitive information before enabling them.

The same choices apply to the test, imports and automatic updates; you can change them later in Settings.

A Shopify customer that was linked before is updated in the same CRM contact. When no link exists, the app checks the Shopify customer identifier before using email to find an existing contact. If several contacts could match, the update stops instead of guessing.

A Shopify Company is matched by its saved link or exact Shopify Company ID, never automatically by name or domain alone. Conflicting affiliations are preserved under Review, where Resolve issue rechecks current Shopify and CRM data before making a confirmed change.

New customer and order changes from Shopify are processed automatically. If Shopify or the connected CRM has a temporary problem, rate limit, or API quota delay, the app preserves progress, shows the expected resume time when available, and retries automatically.

Premium costs $49 USD per month per store and includes a 14-day free trial with full functionality and no Bidson customer limit or fee per update. Charges begin after the trial unless you cancel. Shopify shows the available trial and first billing date before approval; previously used trial days may reduce the remaining trial.

CRM subscriptions are separate. Shopify and CRM platform and API limits apply. Capsule requires Starter or higher.

All Premium features are included free during the beta period. Access is granted individually. We will notify you in advance when the beta period ends or its terms change. A paid subscription starts only if you approve it through Shopify.

Select Contact support in the app. Problem details are included automatically; you do not need to copy error codes or a Support ID. Check the prefilled store email and change it if replies should go elsewhere. Add what you expected to happen. Customer records and access credentials are not included.