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

Your customers have profiles across many systems used throughout your ecommerce business. As a result, keeping all of those systems in sync can be a real pain to handle manually. If they’re not updated promptly, it can lead to costly mistakes that result in lost revenue.

For subscription businesses, having accurate address details is crucial.

You need customers to get their latest subscription in a timely manner. Inaccurate address details mean increased shipping delays and or lost products. Or worse, losing the customer.

So, we’ll show you how to update customer information in Recharge any time a customer updates their address (or any other) details in Shopify.

In case you missed it, this tutorial is an extension of our guide on how to start a workflow from Shopify Customer Updated.

Watch How To Update Recharge When Customers Update Their Address In Shopify

This video tutorial shows you how to send customer address updates in Shopify to Recharge

Step-by-Step Workflow Tutorial

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.shopify customer updated trigger step

  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}}recharge-list-customers-step

  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}}recharge-list-address-step

  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.filter-rechagre-to-shopify-step

  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.recharge-update-address-step

  6. Save & Enable your workflow

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

Need Help? MESA Comes With Free Onboarding

We get it. Learning new software isn’t high on your priority list.

That’s why we provide free onboarding with every plan. After installing MESA on your Shopify store, contact our Customer Success team with the task you want to automate. They will make the workflow steps for you so all that’s left to do is turn it on when you’re ready.

Related Templates

MESA even comes with pre-made templates to get you started faster.

For example, the templates below use a Schedule step so it only runs once per day against all customers updated or created. This helps keep your workflow runs to a minimum.

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We'll help you make workflows that get more work accomplished.

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