How To Update Customers’ Address In Recharge When Updated In Shopify

Time needed: 10 minutes

To get started, follow these basic steps to automatically update a customer’s address in Recharge anytime the customer is updated in Shopify.

1. Start your workflow with the Shopify “Customer Updated” trigger event

   First, select the Shopify app. Then choose the Customer Update trigger from the list.

2. Next, choose the Recharge “List Customers” action

   Recharge has customers and addresses stored separately so you have to get all the Recharge Customers and match the one you’re after based on the Shopify email address.
   
   Use the Advanced Options to match the customer email address values.
   
   In the Parameters field, add this code snippet: email={{shopify.email}}

3. Next, choose the Recharge “List Address” action

   Now that you’ve matched customer records between Shopify and Recharge, you need to get the address values from Recharge for that customer.
   
   Again, use the Advanced Options to get the address based on the Recharge Customer ID value.
   
   In the Parameters field, add this code snippet: customer_id={{recharge_1.0.id}}

4. Next, add a Filter by MESA step.

   This step compares the values from Shopify against the values in Recharge to see if there are any differences. If there are none, the workflow will stop. If there are differences, the workflow will proceed to the next step.
   
   Now, use the variable selector for each field { + } to compare the data values.
   
   Build out each rule to filter whether the Recharge address data does not equal the Shopify data.

5. Lastly, choose the Recharge “Update Address” action

   If the values from the filter step are different, then update the address in Recharge.
   
   Again, use the variable selector { + } to select the values from the Shopify Customer Updated step and add them to the appropriate Recharge Update Address fields.
   
   For the Address ID and Customer ID fields, map the related variables from the Recharge List Address step.

6. Save & Enable your workflow

   Finally, after testing the workflow is setup correctly, be sure to Save and Enable your workflow.