You can sync customers between your Retail POS (X-Series) and eCom (E-Series) to store and manage them from the Customers page in Retail POS.

After syncing, all customers, both in-store and online, stay consistent between Retail POS and eCom. Their customer groups, emails and marketing email preferences stay in sync between Retail POS and eCom.

Syncing customers allows you to run promotions through customer groups both online and in-store.

Setting up customer groups for Retail POS and eCom sync

To sync customers that already exist in Retail POS and eCom, you need to perform a one-time customer groups sync. After this initial step, all future syncing will happen automatically.

If you don’t yet have customer groups in eCom but have them in POS, the sync will be enabled automatically, no manual setup required.

To perform a one-time customer groups setup:

1. In Retail POS, navigate to Online and click Go to eCom.
2. In your eCom admin, click Settings > Customer Groups.
3. Copy all the names of your customer groups. You can copy them in a separate file.
4. In Retail POS, navigate to Customers > Groups.
5. Click Add group and enter the name of any of the eCom groups. Repeat for each eCom group until all of them are created in Retail POS with exactly the same titles.

Syncing customers between Retail POS and eCom customer groups

After you set up customer groups between Retail POS and eCom, you need to sync customers. In most cases, customers will be synced automatically. Some may need to synced manually, but only once. Afterwards, all new customers will be synced automatically.

Here’s how customers sync work:

• Customers that exist in both POS and eCom will be synced automatically.
• Customers that exist in POS only will be synced automatically with eCom after their first online order, or after their next login to your online store.
• Customers that exist in eCom only will be synced only if they purchased at least once from your online store. Otherwise, you will need to add them manually. Alternatively, you can wait until they make a purchase to be synced automatically.

A customer can belong to a single group only. If someone is in different groups in eCom and Retail POS, you’ll need to choose which group they should belong to.

Upon the customers’ sync, Retail POS centralizes the most up-to-date customer information like email and marketing email preferences, whether the change is made in POS, eCom admin, mobile app, or directly by a customer in the storefront during an online purchase.