Docs
Customer Sync
Customer Sync
Sync customers between Square and WooCommerce with real-time updates.
SquareSync Pro provides bidirectional customer synchronization between Square and WooCommerce with real-time updates and intelligent matching.
Overview
With customer syncing enabled:
- Customer data syncs automatically between platforms
- Real-time updates via webhooks
- Filter which customers sync by group or segment
- Bulk import/export operations available
Settings Location
Go to SWS Pro > Settings > Customers to configure customer sync options.
Customer Filters
Control which Square customers are synced to WooCommerce:
| Filter | Description |
|---|---|
| Group Filter | Only sync customers from specific Square customer groups |
| Segment Filter | Only sync customers matching specific Square segments |
These filters apply to both real-time sync and manual import operations.
Real-Time Sync
Square → WooCommerce
When enabled, changes in Square automatically update WordPress users.
| Setting | What Gets Synced |
|---|---|
| First Name | Square given_name → WordPress first_name |
| Last Name | Square family_name → WordPress last_name |
| Address | Square address → WooCommerce billing address |
| Phone | Square phone → WooCommerce billing phone |
| Role | Square group membership → WordPress user roles |
Triggered by: customer.created and customer.updated webhooks from Square
WooCommerce → Square
When enabled, changes in WordPress automatically update Square customers.
| Setting | What Gets Synced |
|---|---|
| First Name | WordPress first_name → Square given_name |
| Last Name | WordPress last_name → Square family_name |
| Address | WooCommerce billing address → Square address |
| Phone | WooCommerce billing phone → Square phone (E.164 format) |
| Role | WordPress user roles → Square customer groups |
Triggered by: user_register, profile_update, and woocommerce_update_customer hooks
Troubleshooting
Customer changes not syncing
- Verify real-time sync is enabled for the correct direction
- Check webhook connectivity with Square
- Confirm customer passes any active filters
- Review sync logs for errors
Phone numbers not syncing
- Phone numbers must be in valid E.164 format for Square
- Check that the source phone number is properly formatted
- Verify phone sync is enabled in settings
Filters not working as expected
- Confirm the customer belongs to the selected groups/segments in Square
- Check that filter settings are saved
- Try refreshing customer data to see current group memberships