One search for a customer across every system.
Find a customer once, see where their details differ, and update every system in one step. Merge duplicates, and action privacy requests everywhere at once.
Customers / a.nguyen@example.com
| System | Id | Name | Phone | ||
|---|---|---|---|---|---|
| Do the systems agree? | Do the systems agree? | Matched | Mismatch | Mismatch | |
| Klaviyo | 01HQ7K2M9X4RTB6WNC3PZ8YDFA | a.nguyen@example.com | A Nguyen | +61 400 000 118 | |
| NetSuite | CUS-1048213 | a.nguyen@example.com | Anh Nguyen | +61 400 000 118 | |
| NewStore | 8KQW2TP | a.nguyen@example.com | Anh Nguyen | +61 400 000 811 | |
| Shopify (AU) | 7302158843921 | a.nguyen@example.com | Anh Nguyen | +61 400 000 118 | |
| Shopify (NZ) | 6918472205136 | a.nguyen@example.com | Anh Nguyen | +61 400 000 118 | |
Customer Updates is for you if…
- One new phone number or email means logging in to four or more systems
- Nobody’s sure which systems a change actually reached
- Duplicate profiles split order history and skew your marketing lists
- Privacy requests have to be actioned system by system
Search, compare, update.
Built for an Australian retailer that had customer details in eight systems across three countries. That’s just too time-consuming to keep accurate. Now it’s one search and one edit.
- Step 1
Search once
By email, name or phone across every connected system. Each record appears side by side, with mismatched fields marked.
- Step 2
Fix the difference
Copy the right value across with one click, or edit it once. Only changed fields are sent, and each system updates in the background.
- Step 3
See what happened
The Customer Change Log records every update, merge and forget: the system, the change, who asked for it, and when it started, succeeded or failed. ItSynx can also record their name in the customer’s System Notes in NetSuite.
Update, merge and forget.
| Action | What it does | Systems |
|---|---|---|
| Update | Changes name, email or phone everywhere at once. A new email is blocked if it already belongs to another customer. | NetSuite, Shopify, NewStore, Klaviyo |
| Merge | Merges a duplicate into the record you keep, then removes the duplicate. Choose which systems to merge in. Can’t be undone. | NetSuite, Shopify, NewStore, Klaviyo |
| Forget | Replaces name, email and phone with placeholders in every connected system, and keeps sales and transaction history. Can’t be undone. | NetSuite, Shopify, NewStore, Klaviyo |
Systems it updates today.
| System | Customer Updates |
|---|---|
| NetSuite The record everything is checked against | Available |
| Shopify Multiple shops, online and POS | Available |
| NewStore Store POS and order management | Available |
| Klaviyo Customer profiles | Available |
Available: built and working today. Prices only: Product Management publishes products to NetSuite and sends their prices to Shopify. A dash means the module doesn't cover that system. Plans are on the roadmap. Have another system with an API? Let us know.
When our Customer Care team updates a client’s details, one click syncs every system simultaneously.
Ethan Lynch Enterprise Systems Manager, Lorna Jane Before you book.
How do we find a customer?
Search by email, name or phone. An exact email works best: it opens the customer straight away, with their record from each system side by side.
What if one of our systems is down?
The search still returns what it can find, with a banner telling you which system didn’t answer.
Can we merge duplicate customers?
Yes, in NetSuite, Shopify, NewStore and Klaviyo, for the systems where merging is switched on for your team. The duplicate is merged into the record you keep, then removed. A merge can’t be undone.
How does Forget work?
Forget replaces the customer’s name, email and phone with placeholders in every connected system, and keeps their sales and transaction history. It can’t be undone. If you also use the Integration module, the customer stays in the stored Shopify order data until it ages out (30 days by default). It helps you action privacy requests across your systems; meeting your privacy obligations remains your responsibility.
Who can see customer details?
In your team, the people you give access to. At ItSynx, only our staff.