Customer Matching
Link existing customers across platforms without creating duplicates.
Customer matching links existing customers across Square and WooCommerce without creating duplicates. When a customer already exists in both platforms, matching connects them for synchronized updates.
Overview
With customer matching:
- Existing customers are linked automatically
- No duplicate records created
- Email and phone used for identification
- Optional auto-creation for new customers
Auto-Matching Options
Configure automatic matching when customers sync:
| Setting | Description |
|---|---|
| Square → Woo | Automatically match new Square customers with existing WordPress users |
| Woo → Square | Automatically match new WordPress users with existing Square customers |
Enable these in SWS Pro > Settings > Customers.
How Matching Works
When a customer syncs, the system attempts to find a match using the following priority:
1. Email Match (Primary)
- Case-insensitive email comparison
- Most reliable matching method
- Recommended: Ensure email addresses are consistent across platforms
2. Phone Match (Fallback)
If no email match is found, phone matching uses multiple strategies:
| Strategy | Description |
|---|---|
| Exact E.164 | Direct match of normalized phone numbers |
| Digits Only | Handles formatting differences (spaces, dashes) |
| Last 10 Digits | Handles country code variations |
This multi-strategy approach ensures matches even when phone formats differ.
Auto Customer Creation
When no match is found, optionally create new customers automatically:
| Setting | Description |
|---|---|
| Square → Woo | Create WordPress users from new Square customers when no match exists |
| Woo → Square | Create Square customers from new WordPress users when no match exists |
Auto-creation only triggers when a match cannot be found. The system always attempts to match first.
Best Practices
Before Enabling Auto-Creation
- Review existing customers in both platforms
- Clean up duplicate emails or phone numbers
- Consider running a manual match first
Ensuring Good Matches
- Keep email addresses consistent across platforms
- Use valid, complete phone numbers
- Regularly audit linked customers for accuracy
Troubleshooting
Customers not matching
- Verify email addresses match exactly (case is ignored)
- Check that phone numbers are valid and complete
- Confirm auto-matching is enabled for the correct direction
Duplicate customers being created
- Disable auto-creation temporarily
- Check if existing customers have mismatched emails
- Use manual linking for problematic customers
Wrong customers being matched
- Review matching criteria (email takes priority over phone)
- Unlink incorrectly matched customers manually
- Check for shared email addresses between customers