Note: It is highly recommend that you test the Customer Synchronization with 1 customer first before running it on the entire customer database

This is accomplished by entering in the "Customer #" into the following field on the Perform Tasks screen in Commerce5



Note: It is HIGHLY recommended that the Customer Configuration in Magento for "Share Customer Accounts" be set to Global

  • System>Configuration
  • Customers>Customer Configuration


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The following customer data is uploaded to Magento when a customer is first created

  • Prefix
  • First Name
  • Last Name
  • Email Address
  • Password
  • Billing Address
  • Default Shipping Address
  • ALL additional Shipping Addresses
    • Note: If you ONLY want the Default Shipping Address uploaded for a customer the "Customer Default Address Only" field on the Site Configuration table needs to be set to "Y" (SY_CONFIG.CUST_DEFLT_ADRS_ONLY)
  • By Default, if NO Country Value is specified in CounterPoint the customer will be assigned to "United States" in Magento
    • Note: If you need to change the default Country that customers are assigned to you can populate the "Customer Default Country" field on the Site Configuration table with the ISO Alpha-2 Code Value (SY_CONFIG.CUST_DEFLT_CNTRY)

  • The following customer information is uploaded to Magento when a customer already exists in both CounterPoint and Magento
    • Prefix
    • First Name
    • Last Name
    • Email Address
    • Billing Address
    • Default Shipping Address
    • NEW additional Shipping Addresses
  • Existing Shipping Addresses in Counterpoint will NOT be updated. Only NEW shipping addresses in Counterpoint that have not been uploaded previously will be added to Magento.


Note: If the email address in Magento is different than the email address in Counterpoint, the email address in Counterpoint will be updated to match the email address in Magento


Requirements for new customer account creation and billing address upload

  • Customer must be flagged as an Ecommerce Customer
  • Customer must have a valid, non-duplicate email address in the "Email Address 1" field
    • Valid Email Format is XXXX@XXX.XXX
    • Non-duplicate email address checking is performed ONLY on eCommerce customers.
      • Example: 2 Customer Records in Counterpoint that both have the same email address 1. 
        • If both customers are flagged as an eCommerce customer then neither customer will be upload to Magento
        • If ONLY 1 customer is flagged as an eCommerce customer, then the eCommerce customer will be upload to Magento
  • Customer should have both a "First Name" and "Last Name" populated
    • Note: If the customer first name is blank in Counterpoint, the Magento first name field will be populated with a dash (-)
    • Note: If the customer lastname is blank in Counterpoint, the Magento lastname field will be populated with a dash (-)
  • Phone 1 is required, but if this is left blank we will still create the customer in Magento and populate the phone field with "000-000-0000"



Requirements for shipping address upload

  • Ship to Address "First Name" and "Last Name" fields must be populated
    • Note: If the ship to address first name is blank in CounterPoint, the Magento address first name field will be populated with a dash (-)
    • Note: If the ship to address lastname is blank in CounterPoint, the Magento address lastname field will be populated with a dash (-)
  • The Ship to Address 1, City, State and Zipcode must be populated. If any of the theese fields are blank the the ship to address will not be uploaded
  • Phone 1 is required, but if this is left blank we will still create the customer in Magento and populate the phone field with "000-000-0000"


Note: The "(DEFAULT)" Ship-to address in CounterPoint will be assigned as the default shipping address in Magento



Mapping Customer Category or Profile Code to Magento Customer Group

  • Commerce5 provides support for mapping the customer category to a Magento Customer Group


For example we can map customer category "MEMBER" to the Magento Customer Group "Member"





Note: Mapping can also be performed using any field on a customer record including customer profile codes or custom fields. In order to track changes to customer profile codes or a custom field in Counterpoint a modification needs to be made to the standard Counterpoint trigger.


Note: If you have customers in Counterpoint with data in "Address 3" field that you want uploaded to Magento you must enable the setting in Magento for 3 Address lines instead of the default of 2 Address lines.


Magento Admin: System/Configuration




If a password is specified in the "Initial password" field this password will be assigned to the customer during account creation only. 



After a customer account has been created in Magento the only way to change their password is from within the Magento Admin as seen here:




Customer Linking During Order Importing

  • During the process of importing orders from Magento into Counterpoint, if a Magento customer is NOT already linked to an existing customer in Counterpoint then a customer is linked as follows:
    • If the Email Address on the Magento Order matches Email Address 1 on a Counterpoint Customer a link is created
    • If there are multiple customers in Counterpoint that have the same Email Address 1 then it will link on the first Ecommerce Customer sorting by customer number
      • Example: 3 customers in Counterpoint with same Email Address 1
        • Customer: A100 (non-Ecommerce Customer)
        • Customer: B100 (Ecommerce Customer)
        • Customer: C100 (Ecommerce Customer)
      • The order would be linked to Customer: B100