Overview
Bidson CRM Sync is purpose-built for continuous Shopify-to-CRM synchronization. It imports existing customers, their Shopify B2B companies and summarized order history, then keeps selected customer, company and purchasing data current without recurring workflows, manual exports, or manual synchronization starts.
Attio, Close, folk, Capsule, Pipedrive and SuperOffice are supported. Choose one CRM for each Shopify store during setup.
The synchronization is designed for customer relationship work. It summarizes order history as customer insights, but does not create individual order records or replace Shopify, accounting, fulfilment, or order-management systems.
Switching integrations
- 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 required test; 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.
Requirements
- A Shopify store where you are permitted to install apps.
- An Attio, Close, folk, Capsule, Pipedrive, or SuperOffice account where you can approve or provide the requested access. Capsule requires the Starter plan or higher.
Setup
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.
- 1. Connect CRM: connect the intended account and prepare or check its required fields.
- 2. Choose data: explicitly choose new customers only or include existing customers. Open Choose what to sync to review the data groups and CRM field reference, then continue. Saving these choices does not import customers or start automatic sync.
- 3. Test sync: import up to three available customers. This test is required whichever option you choose. It writes to your CRM and may trigger CRM automations. If Shopify has no customers, add a test customer first.
- 4. Start automatic sync: check the test customers in your CRM and confirm the result. With existing customers selected, this also starts their import in the background by default. Automatic sync starts without waiting for the import to finish.
Imports and previews
Preview import is optional. In step 4, after confirming the test results, open Advanced options to select it for existing customers. Finishing setup then starts automatic sync and a read-only preview, not the full import. When the preview finishes, review the banner at the top of Overview and select Import existing customers to confirm the import separately. A preview does not change CRM data.
Historical import is optional. You can import existing customers later from Overview, or use Import existing customers again for another import. The confirmation shows the estimated time and plan allowance. Advanced options offers an optional preview before the first full import has completed; it is normally hidden afterwards. A failed or cancelled optional preview does not itself require another preview before import.
Automatic sync includes customers created in Shopify after setup is completed, plus customers already imported, including the test customers. Older customers are not added by later changes or purchases; import them explicitly when you are ready. Related 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.
Restarting a stopped import
Use Review and start a new import in the recovery message, check the current choices and run the offered preview. After a successful preview, confirm the import from Overview. Previously imported CRM data is preserved. This starts a new import rather than resuming the old one with changed settings. For a customer or company matching issue, use the action shown in Activity, correct the records and check again. If an earlier CRM write cannot be verified, contact support from that issue before continuing.
Pipedrive contact fields
In Pipedrive, email and phone values written by Bidson show your Shopify store name. Existing Shopify labels are updated on a later sync when ownership is verified. Manually maintained contact values are preserved. Setup needs 19 Person custom fields, including one hidden contact-ownership field, 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.
Prepare and publish CRM fields — SuperOffice
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. Choose whether to import existing customers now or later, then complete the required test import and confirm the result.
Synchronized data
Core contact data is always synchronized. Optional groups in Settings are Commerce insights, Email marketing status, Customer tags, Customer lifecycle, 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.
Changing data choices makes the previous test confirmation invalid. Save the choices, run a new test and check its result before activation. Previous test history remains available. Core contact data always syncs. The first four optional groups are enabled by default; Geographic location is off. Review Customer tags for sensitive information before enabling synchronization. The same choices apply to the test, imports and automatic updates; you can change them later in Settings.
Matching and updates
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 Needs attention, 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.
Plans and limits
The Free plan supports up to 50 unique linked Shopify customers per store. Customers linked before the limit is reached continue to receive updates, while additional customers require an upgrade. Premium costs a fixed USD 49 per month and provides unlimited linked customers and sync events without Bidson fees per synchronization or automatic update. Reasonable Shopify, CRM, platform, and API limits still apply. Subscription approval and billing are handled through Shopify.
Privacy and security
- The app does not intentionally keep complete raw copies of Shopify customers or orders.
- Access credentials for the connected CRM are encrypted before storage.
- Technical logs and support information exclude access credentials and complete customer data.
- Shopify's required privacy requests are supported.
Support
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.