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HomeTemplatesShopify to Epicor Kinetic Customer Sync for Name Updates
EcommerceERPCustomer Data

Shopify to Epicor Kinetic Customer Sync for Name Updates

Update customer names in Epicor Kinetic when Shopify customers change, matched by email every three minutes

Apps used in this template

Shopify
Shopify
Epicor Kinetic
Epicor Kinetic
Shopify
Epicor Kinetic

About this template

What This Workflow Does

When customers change their name in Shopify, the ERP record falls out of step unless someone updates it by hand. This template checks Shopify every three minutes for updated customers (up to 10 per run), finds each one in Epicor Kinetic by email and updates the first and last name.

Key benefits

  • Names stay aligned — Customer name changes in Shopify reach Epicor Kinetic without manual edits.
  • Email matching — Each customer is matched by email address, so the right ERP record is updated.
  • Safe updates — The update runs only when a matching Epicor Kinetic customer is found.
  • Short delay — A three minute schedule keeps the gap between systems small.

Template details

Steps
4
Apps
2 integrations
Flow
Shopify to Epicor Kinetic
Mode
Scheduled
Category
EcommerceERPCustomer Data
Version
v1.0

Inside the flow

How the template works

Every three minutes the flow pulls up to 10 updated Shopify customers, finds each in Epicor Kinetic by email and updates the name only when a match exists.

01

Check for updated customers

Every three minutes the flow pulls Shopify customers that were updated, up to 10 per run.

02

Find the Epicor customer

Each customer's email address is used to search Epicor Kinetic.

03

Confirm the match

The flow continues only if a matching Epicor Kinetic customer is found.

04

Update the name

The customer name in Epicor Kinetic is updated with the Shopify first and last name, keeping the existing company and customer IDs.

Business Benefits

Keep customer names consistent across store and ERP

01

No manual edits

Name changes made in Shopify no longer need retyping in Epicor Kinetic.

02

Right record updated

Email matching points each update at the intended ERP customer.

03

No stray updates

Customers with no Epicor Kinetic match are skipped rather than forced through.

04

Consistent records

Store and ERP show the same customer name for order and finance teams.

05

Runs unattended

The schedule keeps processing changes without anyone watching for them.

01

No manual edits

Name changes made in Shopify no longer need retyping in Epicor Kinetic.

02

Right record updated

Email matching points each update at the intended ERP customer.

03

No stray updates

Customers with no Epicor Kinetic match are skipped rather than forced through.

04

Consistent records

Store and ERP show the same customer name for order and finance teams.

05

Runs unattended

The schedule keeps processing changes without anyone watching for them.

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Customize the flow

Build Your Own Version of This Workflow

Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.

01

New products created

On new products created in Shopify.

02

New orders created

On new orders created in Shopify.

03

New Gift Cards Created

Triggers when a new gift card is created in Shopify.

04

New Abandoned Checkout

Triggers when a new abandoned checkout is created in Shopify.

05

Fulfillment Created

Triggers when a fulfillment is created in Shopify. Select whether to fetch partially fulfilled or fully fulfilled orders.

06

New Company Created

Triggers when a new company is created in Shopify.

07

Orders Cancelled

Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null.

08

New Draft Orders Created

Triggers when a new draft order is created in Shopify.

09

Orders updated

On orders updated in Shopify.

10

New Refund Created

Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items.

11

Products updated

On products updated in Shopify.

12

New Company Location Created

Triggers when a new company location is created in Shopify.

13

New customers created

On new customers created in Shopify.

14

Customers updated

On customers updated in Shopify.

15

New Return Created

Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

How does shopify to epicor kinetic customer sync work?

Every three minutes the flow pulls updated Shopify customers, finds each in Epicor Kinetic by email and updates the first and last name.

Which fields are updated?

What happens if the customer is not in Epicor Kinetic?

How many customers are processed per run?

What needs to be in place before it runs?

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Hans Engstrom
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Operations Manager, Christiana Bikes
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Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
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Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
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Ramez Tacrity
Technical Sales Specialist, Digitech
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Vainick Oliveri
Vainick Oliveri
Golden Toys
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Dan Gerber
Dan Gerber
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appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
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Columb McCluskey
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Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
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Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery

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