My Customer's Life Time Spend Is Not Correct

Suppose you've successfully run your import and correctly mapped the customer and transaction data, but your customers' lifetime spending is incorrect. In that case, this usually means there are issues with the transaction data.  If your lifetime spent is not showing correctly, and you have not mapped your customer's email address or transaction data, this is most likely the problem.  Read the two articles below to learn how to ensure your customer and transaction data is mapped correctly:

  1. Importing Customer Data: https://www.highviewapps.com/kb/associate-my-orders-with-a-customer/
  2. Importer Your Orders Transactions: https://www.highviewapps.com/kb/how-do-i-add-transactions-to-my-import/

Let's assume your customer and transaction data are mapped correctly, but the lifetime spend is not showing up correctly after you've imported your orders. The first thing to do is to look at the information displayed on your customer profile in Shopify.

When looking at the customer data above, if you notice, the orders placed section is correct. Still, the lifetime spend is off; this usually means that you have successfully associated your customer with their orders, but the transaction data is not importing correctly.   When you provide transaction data with your order, if any information is incorrect, Shopify will have the transaction data fail silently.  This means your order will import successfully, but the transaction data will not be saved for that order.  This is typically why the lifetime spent by the customer is incorrect.

Working With Transaction Gateway's

A few fields on the transaction are static, meaning Shopify requires a specific set of values when adding the transaction.  When adding a transaction, you are only required to provide the transaction.amount.  Most merchants that run into lifetime spending issues when adding transaction data typically add the transaction.gateway incorrectly.  Shopify has a specific set of values they require when adding the gateway.  

If you need to add the gateway to your transaction data, you should first read Shopify's documentation on how gateways work.  You can read more about it here.  Each country has a different set of valid gateways, so you may need to search for your country's valid gateways.

The transaction.kind and transaction.status fields are the other fields that require static values when importing transaction data.  If you hover over the question mark icon on the EZ Importer data mapping, you'll see a list of valid values for each field.  You can also review our transaction documentation here for more details.


App: EZ Importer

Tags: customers, transactions