Flow for Unnamed Customers

Flow for Unnamed Customers

Dascalargo
Shopify Partner
114 7 48

We use Shopify and QuickBooks Online. QBO won’t accept contacts that don’t have a name. Trying to sync such a customer will cause an error in our sync.

 

The only time this is an issue is if an in-person customer sends themself a receipt by email or SMS. Then Shopify will create a record with the email address (or phone number) as the only piece of data.

 

We thought we had remedied this. We created a Flow that looked at POS orders, checked to see if it had a name and, if not, checked to see if there was an email address or phone number. In the case of no name, but an email address (or phone number), the flow would add UNKNOWN CUSTOMER as the name on the record.

 

We just hit a snag. A customer entered her email for a receipt. The Flow ran, but when it checked for name, there was one, because it could see the name on the card. It does not, however, enter that name on the customer record, so the record was still created with only an email address. (I could see the name was there by looking at the run of the Flow.) It bypassed the Flow (because the order seemed to have a name), so caused an error when the sync happened.

 

I’m looking at order.customer.firstName and order.customer.lastName. Anybody have a suggestion for how to make this work?

 

 

Replies 2 (2)

paul_n
Shopify Staff
1495 161 349

Instead of checking order.firstName check order.customer.firstName? 

Paul_N | Flow Product Manager @ Shopify
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Dascalargo
Shopify Partner
114 7 48

I’ll look into that. I don’t think I was aware there were two different fields. If it works, I’ll be back to mark this as the solution. Thanks!