With the Shopify integration, your Shopify store data is imported into Lumo automatically, and the Marketing Agent uses it to inform decisions about LINE broadcasts. The sections below cover the types of data that are synced and how to review and adjust them.
Overview of Data Sync
Shopify and Lumo exchange data in both directions, keeping each side up to date with the other. When a customer or order is updated on the Shopify side, the change is reflected in your Lumo friend information. The LINE status on the Lumo side is written back as information on the Shopify customer.
The Marketing Agent uses the synced data to suggest Segments and decide on broadcast content. For example, the agent can build broadcasts around angles such as "friends who purchase frequently" or "friends who abandoned their cart."
Because the sync runs automatically after the integration is set up, you do not need to import data manually in day-to-day operation. You only need to check the sync status or adjust the synced items as needed.
Types of Data That Are Synced
The data you can import from Shopify is divided into six categories by purpose.
| Category | Main data |
|---|---|
| Customer data | Last name, first name, display name, customer tags, number of purchases, total purchase amount, last purchase date, customer status |
| Order data | Order number, total amount, currency, payment status, fulfillment status, order date and time, cancellation date and time |
| Abandoned cart | Checkout token, total amount, currency, number of items, abandoned cart URL, completion date and time |
| Cart data | Cart token, number of items, note |
| Product data | Product name, handle, description, vendor, product type, product tags, product status, inventory quantity, price, publish date |
| Order line items | Product name, variant SKU, quantity, price, variant information |
Here, customer tags refer to the tags applied on the Shopify side. They are different from the tags you apply to Lumo friends. For details, see "The Difference Between Shopify Customer Tags and Lumo Tags" below.
Data Written Back from Lumo to Shopify
The LINE status is written back from Lumo as information on the Shopify customer. This lets you see, on the Shopify side, which customers are connected to LINE.
The main items written back are as follows.
- LINE follow status: Whether a friend is currently following or has blocked the LINE Official Account
- LINE friend added date: The date the person became a friend
The write-back happens when the Shopify customer and the Lumo customer are linked as the same person. When you remove the Shopify integration, this linking information is deleted.
Handling of Personal Information Items
Email addresses and phone numbers are set not to sync by default (an opt-in approach). Enable them explicitly to start syncing only when they are needed for marketing.
The items subject to the opt-in approach are as follows.
- Customer email address and phone number
- Abandoned cart email address and phone number
You can review these settings during the initial setup of the integration, and you can change them at any time later on Lumo's Synced Data screen. To keep the data you store to the minimum necessary, we recommend leaving any personal information items you do not use disabled.
Reviewing and Adjusting Synced Data
You can review and adjust the items being synced at any time on Lumo's Synced Data screen. From Integrations in the side menu, open Shopify and select Synced Data.
What You Can Do on the Synced Data Screen
| Action | Description |
|---|---|
| Review items | View a list of how Shopify properties map to the Lumo side, the sync rules, and the status |
| Add items | Add items to sync with Add Shopify Property |
| Remove items | Remove unneeded items from the sync targets |
| Search | Narrow down items with free-text search |
When you add an item that includes personal information, confirm that it is needed for marketing before enabling it. We recommend removing items that do not fit your use from the sync targets and keeping the stored data to a minimum.
Sync Timing
Data sync runs at three times: automatic sync, initial sync, and manual re-sync.
| Timing | Description |
|---|---|
| Initial sync | After the integration is completed, existing data is imported all at once |
| Automatic sync | When data changes on the Shopify side, the change is reflected automatically |
| Manual re-sync | You can run it manually from the Lumo screen whenever needed |
It may take a few minutes for data to be reflected. The initial sync in particular takes longer the more data there is.
Checking the Sync Status
You can check the sync status on the Shopify integration Dashboard. When you open Shopify from Integrations in the side menu, the integration status and sync history are displayed.
Integration Status
In Integration Status at the top of the Dashboard, you can check the state of the connection and data sync. When everything is fine, it shows that the connection is healthy and that the latest data has been synced.
Sync History
Sync History records the date and time, status, and count for each sync that was run. The status can show the following.
| Status | Description |
|---|---|
| Sync complete | The sync completed successfully |
| Re-syncing | A re-sync is in progress |
| Re-sync failed | A problem occurred during the sync |
Running a Manual Re-Sync
When you want to bring everything up to the latest state, you can re-sync manually from Re-sync Data on the Dashboard. When you select Re-sync on the confirmation screen, all data is fetched again from Shopify. Depending on the amount of data, it may take a few minutes to complete.
The Difference Between Shopify Customer Tags and Lumo Tags
The Shopify customer tags that are synced are a different concept from Lumo tags and Segments. Here is a breakdown so you do not confuse them.
| Type | Where it is applied | Main use |
|---|---|---|
| Shopify customer tag | Applied to customers on the Shopify side | Customer classification in Shopify; can be referenced in Lumo once synced |
| Friend Tag | Applied to Lumo friends (can also be added or removed from the Chat screen) | Organizing friend attributes; used to narrow down broadcasts |
| Recipient Segment | Specified by conditions at broadcast time | Narrowing down the broadcast audience by combining tags and attributes |
If you want to use Shopify customer tags in your broadcasts, combine them as conditions in a Segment. If you consult the Marketing Agent about the setup, it can suggest a way to narrow down the audience that fits your purpose.
When Things Do Not Work
When the sync does not proceed as expected, first check the following common causes.
| Symptom | What to check |
|---|---|
| The initial sync is taking a long time | The more data there is, the longer it takes. Wait a while, then check the sync history |
| Some data is not reflected | Check whether that item is set as a sync target on the Synced Data screen |
| Email addresses or phone numbers are not shown | These do not sync by default. Check whether they are enabled on the Synced Data screen |
| Data is not up to date | Run a manual re-sync from Re-sync Data on the Dashboard |