How Customer Data Syncing Works

Initial Sync on Install

When you install the app, an automatic sync process begins:

1. Job Dispatched: A background job is queued to sync all existing Shopify customers
2. Customer Import: Each Shopify customer is imported into the app
3. Data Storage: Customer information and protected data are stored securely

Timeline:

• Small stores (< 1,000 customers): Minutes
• Medium stores (1,000-10,000 customers): Hours
• Large stores (> 10,000 customers): May take several hours

Ongoing Customer Sync

After the initial sync, customer data stays synchronized automatically through webhooks:

Customer Account Created

When a customer creates an account in your Shopify store:

1. App receives customers/create webhook
2. Customer record created in the app
3. Initial points balance set to 0
4. Customer becomes eligible for earning rules (e.g., signup points)

Customer Information Updated

When a customer updates their account information:

1. App receives customers/update webhook
2. Customer record updated in the app
3. If customer doesn't exist (edge case), they're created
4. Protected customer data refreshed

Updated Information:

• Name
• Email address
• Customer tags
• Account status

Customer Account Deleted

When a customer account is deleted in Shopify:

1. App receives customers/delete webhook
2. Customer data is soft-deleted (marked as deleted but retained temporarily)
3. After retention period, customer data is permanently deleted
4. Points balance and transaction history are removed

Retention Period: Customer data is retained for 90 days after deletion for compliance and recovery purposes.

Customer Merging

When two customer accounts are merged in Shopify:

1. App receives customers/merge webhook
2. Source customer (merged from) is deleted
3. Target customer (merged into) receives combined data:
   • Points Balance: Combined from both accounts
   • Points Earned: Combined totals
   • Transactions: Moved to target customer (duplicates removed)
4. One-time transactions (e.g., signup) are not duplicated

Please check more about it here: https://key-stone.app/docs/loyalties/customer-data/overview.html#how-customer-data-syncing-works