Overview
For our Ecommerce integrations a lot of customers would rather map all of their orders to a single Customer within Order Time rather than syncing in every single Customer. This is especially true for your Accounting sync when you have a high volume of orders, both the Accounting integration and Order Time can quickly fill up their Customer lists.
Solution
First, use the help article here to create your Proxy Customers: Adding Customers
You can create a Taxable and a Non-Taxable Proxy and we will use them below. In my example I called one,
Shopify Proxy Customer - Taxable
The other was, Shopify Proxy Customer - Non-Taxable
Click the cog in the upper-right corner to go to your Admin panel.
Click on Ecommerce Integration
Underneath your Ecommerce Integration click on Configure
Select the Preferences tab
You should now see this:
In the first section simply choose the Proxy Customer for when a customer is taxable and when a customer is non-taxable.
NOTE: You can use the same Proxy for both if you wish!
The next part is the checkbox: ☐ Also use the selected Customer in Order Time
If checked: The Proxy Customer you have chosen will be assigned to all the orders coming in via your Ecommerce Integration within Order Time instead of creating a new Customer for each Order. (We commonly recommend this)
If unchecked: The Proxy Customer will just be used for your Accounting Customer List, but a new Customer WILL be created for each and every Ecommerce Order
When you are done making your changes within the Ecommerce Configuration, click Save.
