Sync settings is the control panel for one connected store. Open it from the store card menu. The drawer has three sections: data from Shopify, data to Shopify, and the customer list assignment. The initial sync button sits at the bottom.Documentation Index
Fetch the complete documentation index at: https://docs.spotzee.com/llms.txt
Use this file to discover all available pages before exploring further.
The drawer pops open automatically right after you connect a store. You can re-open it any time from the store card.
Open sync settings
Data from Shopify (5 toggles, on by default)
Each toggle controls one category of data flowing from your store into Spotzee.| Toggle | Pulls in | Detailed in |
|---|---|---|
| Customer profiles | Names, emails, phones, addresses, tags | What syncs from Shopify |
| Email marketing consent | Email subscription state per customer | What syncs from Shopify |
| SMS marketing consent | SMS subscription state per customer | What syncs from Shopify |
| Orders, checkouts, and carts | Order history, in-progress checkouts, abandoned carts | What syncs from Shopify |
| Product catalogue | Products and their collections | What syncs from Shopify |
Data to Shopify (4 toggles, off by default)
Each toggle pushes data from Spotzee back to Shopify. Off by default; opt in to each one.| Toggle | Pushes back | Detailed in |
|---|---|---|
| Sync profile data to Shopify | Fills in missing fields on Shopify customer records | What syncs back to Shopify |
| Sync email subscription to Shopify | Email opt-out propagation | What syncs back to Shopify |
| Sync SMS subscription to Shopify | SMS opt-out propagation | What syncs back to Shopify |
| Sync engagement to metafields | Writes Spotzee engagement metrics onto Shopify customer metafields | What syncs back to Shopify |
Customer list
Every store needs a Spotzee customer list to receive its imported customers. The customer list picker shows up in the drawer when Customer profiles is on. Two options:- Pick an existing list from the dropdown.
- Create a new list named after the store from the same picker.
One list per store
Each Shopify store gets its own dedicated list. Lists already assigned to another store are greyed out in the dropdown so you can’t accidentally mix customers from different stores.Switching the list
You can change which list is assigned any time. Customers already imported don’t move; the change applies to future imports only. To move existing customers, either re-sync (which re-creates them on the new list) or migrate manually.Run the initial sync
Once toggles and customer list are configured, run the initial sync.Confirm toggles
Double-check the sync-from toggles, sync-to toggles, and customer list assignment in the drawer.
When to re-run sync settings
Open sync settings whenever you need to:- Toggle a category on or off.
- Change which customer list new customers land on.
- Verify the current toggle state.
- Run a manual re-sync from the Sync status section (see Sync operations).
Next steps
Sync operations
Statuses, retries, and full re-syncs.
Store details
View the store record, scopes, and the readiness checklist.
Journeys and segments
Build automations on Shopify events.
Troubleshoot
What to do when sync stalls or data doesn’t appear.