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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Customer Configuration

Configure the customer settings for synchronization.

The customer settings determine how customer data is synchronized between Shopware and Business Central.

1. Customer Settings

Navigate to "Shopware" "Configuration" and switch to edit mode by clicking the "pencil icon" at the top of the newly opened window. Editing is now enabled.

  • Create Unknown Customer YES YES makes it possible to create an unknown customer in Business Central. This is particularly relevant for B2C shops that do not want to create a customer in BC for every guest order.

  • Create Guest Customer

    YES With YES, a guest customer may be created in Business Central when a web order is placed without a Shopware customer account.

  • Default Guest Customer Here you define the default customer for guest orders. A new contact is created within the customer for every order.

  • Default Logged-In Customer Select the customer account that is used to create all Shopware orders, but only if the customer has a Shopware account and is not synchronized with a Business Central account.

  • Customer Template The customer template is used when "Create Unknown Customer" is set to YES and no "Default Guest" / "Logged-In Customer" has been defined. It is the default customer template for Business Central accounts that were created from Shopware.

  • Customer Default Password (will be removed in the next software update because it is redundant)

  • Shopware Payment Method ID Here you define the default payment method for Shopware. If a customer has no payment method defined on the customer record, this one is transmitted instead. You will find the ID in the Shopware back end under "Settings" "Tax" "Standard rate" the URL suffix after detail/

2. B2B vs. B2C Customers

  • Are typically assigned to a collective account.

  • Or created as individual customers.

  • Are always created as individual customers.

  • Can have their own price groups.

  • Payment terms may differ.

For more information, see Specifics for B2B/B2C Customers

3. Synchronizing Customer Data

During order import, customer data is updated automatically or new customers are created.

There is currently no automatic synchronization from BC to Shopware. Changes to customer data must be made manually in Shopware.

Do not change the customer number afterwards, as this breaks the mapping between the systems.

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