Shopify Purchase Synchronization
  • 08 Apr 2024
  • 2 Minutes to read

    Shopify Purchase Synchronization


      Article Summary

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      For those who have been using Shopify's checkout extensibility feature, it is important to review the new Checkout Extensibility Upgrade. This upgrade introduces several improvements to the checkout customization process. To learn more about its new features and capabilities, refer to Shopify Checkout Extensibility Upgrade regarding the update.

      Purchase Synchronization allows you to easily sync your existing Shopify users' purchase events data to Insider.

      This guide explains the following:

      What is Purchase Synchronization?

      Purchase Synchronization enables you to view each user's purchase data on Insider's platform, and segment them with the Purchase event on the messaging channels and Architect. This feature allows you to collect historical purchase data and purchases that occur in real-time.

      How does it work?

      With the Purchase Synchronization feature, you can send the purchase data of your existing users to Insider with detailed parameters of the purchase events along with the user information. You can sync your existing purchase data to Insider and continuously collect purchase data from Insider Object to leverage the purchase event in your segmentations and personalizations.

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      If you want to use the synced purchase data in OnSite channel, you can do it only via Architect's OnSite channel.

      How can you configure Purchase Synchronization?

      You can toggle on the Existing Purchase Events to start passing all your existing purchase events from Shopify to Insider.

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      Migrating purchase data might take a while to process.
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      Insider only collects orders whose status is Open or Archived on Shopify Store.
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      Insider only collects purchase data according to the TTL of your purchase event. It is 2 years by default, but it can be stored for a longer period depending on your needs. Reach out to Insider team if you have such a requirement. Refer here for more information.

      How can you test and confirm the Purchase Data Synchronization?

      Once you enable existing and new purchase data synchronization, you can easily test each data synchronization from the User Profiles on Insider's InOne panel.

      How to test existing Purchase Events Synchronization?

      Once you enable the Existing Purchase Events toggle, it might take some time to migrate all purchase data to Insider. Testing it after 24 hours would be sufficient in order to see all purchase details on Insider's InOne panel. 

      How to see the number of unique users who made purchases on Shopify?

      Insider segmentation showcases the number of users who have Purchase information whereas Shopify shows the number of purchases has been made. So, when comparing purchase data on 2 different platforms, you would need to compare the number of unique users who have made purchases on each platform.

      You can create a segment of customers who have made purchases on Shopify platform as follows: 

      How to see the number of unique users who have made purchases on Insider's InOne panel?

      You can create a segment of users who have made purchases through Audience > User Profiles page via applying advanced filtering.

      What data is collected when syncing from Shopify to Insider?

      Below is a list of purchase details and event parameters that you can pass from Shopify to Insider. Once you enable the purchase synchronization, Insider collects the following information from Shopify.

      Parameters collected when syncing purchase dataParameter Name on Insider
      line_items-product_idProduct ID
      line_items-titleName
      product_typeProduct Type
      collectionsTaxonomy
      currency_codeCurrency
      total_priceUnit Price
      total_priceUnit Sales Price
      order_numberEvent Group ID
      variant-sizeUnit Size
      variant-colorColor
      discount_codesPromotion Name
      total_discountsPromotion Discount
      image.srcProduct Image URL
      handleProduct URL
      line_items-quantityQuantity
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      Insider does not collect any custom event parameter other than the parameters listed above.
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      Category field can only get up to 250 categories.

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