Solve Customer Data Gaps That Impact Sales and Support
When customer data is inconsistent between WooCommerce and Square, it creates real problems like broken loyalty tracking, missed discounts, inaccurate profiles, and poor customer experiences.
Manual fixes take time and often lead to errors.
Square WooCommerce customer sync eliminates these issues by keeping profiles, contact details, order history, and roles fully aligned across both systems.
This prevents duplicate records, ensures loyalty points and discounts apply correctly, and keeps marketing tools targeting the right customers. It’s the foundation for smooth operations and reliable customer service.
It also gives your team full visibility into customer interactions, so every order or inquiry starts with the right context.
Enjoy Smarter Segmentation and Fully Synced CRM Workflows
With Square WooCommerce customer sync, your customer data stays unified and enriched across platforms. You can segment users by roles, groups, purchase behavior, or location, and those details stay consistent between WooCommerce and Square.
For example, if a customer is tagged as a wholesaler or VIP in one system, that status is reflected in the other automatically.
The plugin also automates how profiles are created and updated. When a new customer registers or updates their info, changes sync in real time. It uses smart matching rules like email or phone number to avoid duplicates and keep profiles clean.
Tags, notes, and customer roles sync both ways, keeping profiles consistent and accurate. This supports personalized offers, loyalty rewards, and role-based pricing while reducing manual updates across teams.
Flexible Sync That Fits Your Customer Strategy
Every store manages customer data differently, and Square WooCommerce customer sync gives you full control over how syncing works.
You decide what fields to sync, when to trigger it, and how profiles are matched—based on your CRM rules and workflows.
Features
Sync Customer Data in Real-Time
Keep profiles consistent across Square and WooCommerce
Customer profiles stay accurate with real-time syncing. New registrations, guest checkouts, and profile updates instantly reflect across both systems. Key details like name, email, phone, and address are always current.
- Real-time sync for contact and profile data
- Supports guest and registered customers
- Prevents duplicates using smart matching
Features
Role, Tag, and Group Mapping
Segment customers with synced attributes
Easily organize customers by syncing roles, tags, and groups between WooCommerce and Square. These attributes support targeted pricing, loyalty programs, and CRM campaigns.
- WooCommerce roles mapped to Square groups
- Enables role-based pricing and rewards
Features
Innovative Sync Features for Smarter Customer Management
Real-Time Two-Way Sync
Customer data updates instantly between WooCommerce and Square. New sign-ups, edits to names, emails, or phone numbers, and customer notes sync both ways with no delay keeping records consistent across platforms.
Import and Export Options
Easily move customer data between systems using built-in tools. Import Square customers into WooCommerce or export WooCommerce profiles into Square. Useful for migrations, setup, or bulk updates.
Auto-Match Existing Customers
The system detects existing profiles using email or phone and merges them automatically. This avoids duplicate records and keeps loyalty and order history intact.
Role and Group Mapping
Sync WooCommerce roles and tags with Square groups. Use roles like “VIP” or “wholesale” to enable targeted pricing, loyalty rewards, or in-store recognition.
The Customer Sync Engine Built for Real Commerce
Square WooCommerce Customer Sync is more than a simple contact importer. It’s a purpose-built CRM bridge designed for live, multi-channel commerce. It keeps your customer data consistent across in-store and online systems in real time, so every profile is accurate, up to date, and ready for use.
New customer registrations, profile edits, and transactions update instantly between WooCommerce and Square.
There’s no delay, no stale data, and no need for manual exports. The sync engine automatically detects matching records using email, phone, or other identifiers, merging them to prevent duplicates and maintain clean lists.
Customer roles and tags from WooCommerce map directly to Square groups, making segmentation and marketing easier. Use those synced segments for loyalty rewards, targeted discounts, or campaign messaging without extra setup.
All synced profiles are instantly usable in Square CRM and connected tools, no formatting fixes needed.
There’s no middleware, coding, or third-party apps required. The sync engine is fully integrated, secure, and built by developers who understand both platforms. All sync activity is logged, transmitted securely, and aligned with privacy best practices, giving you reliable CRM performance without compromise.
Culture & values
Related Features You Might Need
Pair customer sync with other powerful tools in our plugin suite.
Loyalty Program Integration
Let synced customers earn and redeem points no matter where they shop. Tied to their unified profile across Square and WooCommerce.
Discount Sync Automation
Ensure that loyalty tiers or group-specific discounts apply consistently, driven by synced roles and customer tags.
Customer-Based Inventory Visibility
Combine synced customer data with inventory logic to show personalized stock levels or recommendations per customer type.
FAQ
Frequently asked questions
Still have questions? Find clear answers about how Square WooCommerce Customer Sync works
Can I bulk sync existing customers between WooCommerce and Square?
Yes. You can use the built-in import/export tools to sync existing customer records in either direction. This is helpful during setup, platform migration, or when updating a large set of profiles at once. Field mappings and matching rules ensure clean, accurate transfers without data loss.
What happens when a customer updates their email or contact information?
Will syncing create duplicate customer records?
Can I sync tags and notes between WooCommerce and Square?
Ready to Align Your Customer Data?
Connect your WooCommerce store and Square to manage customer data with confidence.
Enable real-time syncing, reduce manual work, and unlock better marketing and loyalty tools—starting today.