We have added this new feature to Sync Shopify Customer data with our Quote form. This feature is introduced in our Premium plan and works on both sides:
1. Storefront #
If you have opted for the Premium plan, then you will be able to use this feature which allows you to specify which Quote form fields you want to sync with Customer data.
On the front side, if your users are logged into your Shopify store as normal customer accounts, then our form will auto-populate fields as per your configuration.
For instance, if your form has a NAME field, then you will need to configure and link that field with the Shopify Customer Name field and our app will auto-populate data in Quote forms.
2. In Draft Orders #
Our app will also keep track of Customer data as per your configuration on the backend, and when you move any Quote to DRAFT order, it will automatically sync those customer fields in the Draft Order.
How to Access #
Go to:
1. General Settings
2. Quote Form
3. Click the EDIT option for each field.
4. Edit any field
5. You will see a new DROPDOWN to assign the Shopify Customer data field.
6. Add the corresponding Shopify field name
7. Configure all possible fields in the same way.
Supported Fields #
For personal details, you can use: #
name→ Customer’s nameemail→ Customer’s emailphone→ Customer’s phone
For address fields (shipping or billing), use the following mappings: #
address1andaddress2→ Customer’s address (multi-line address like street, colony, sector, phase)city→ Cityprovince→ District or Statecountry→ Countryzip→ PIN or ZIP codecompany→ Company (organization name)
ORDER NOTES #
In the dropdown, you can allow syncing data directly to the Note section of a draft order. You can now link this option to any field(s) in the quote form—multiple fields are supported—and the values from those fields will be automatically included in the draft order’s notes.
