Overview
Bidson CRM Sync connects a Shopify store to an Attio workspace. It creates or matches People records and keeps customer details and aggregated commerce insights synchronized.
The app is designed for customer relationship management. It does not create individual order records in Attio and is not an accounting or fulfilment system.
Requirements
- A Shopify store where you are permitted to install apps.
- An Attio workspace where you can approve the requested record and object-configuration permissions.
- Access to Shopify customer and order data for the store being connected.
Setup
Synchronization remains paused until the required setup steps are complete. You can review connection and job health from the app dashboard at any time.
- Install and open Bidson CRM Sync from Shopify admin.
- Select Connect Attio and approve access to the intended Attio workspace.
- The app prepares the required People attributes automatically.
- Preview the initial customer import and review the expected impact.
- Run a test import or start the full import and automatic synchronization.
Data synchronized to Attio
Order values are represented in the Shopify store currency configured for the connected workspace. Refunds and cancellations update the customer aggregates when Shopify reports those changes.
- Customer name, email address, phone number, tags, and marketing-consent status.
- Shopify customer identifier, store identifier, synchronization origin, import identifier, and last-synchronized time.
- Aggregated order count, total spent, last order date, and last order amount.
Matching and updates
Synchronization is idempotent. A previously linked Shopify customer is updated in place. When no link exists, the app can match an existing Attio person by email address before creating a new person.
Shopify webhooks queue customer and order changes for background processing. Temporary external-service failures are retried with controlled backoff.
Plans and limits
The Free plan supports up to 50 unique linked Shopify customers per store. Customers linked before the limit is reached continue to receive updates, while additional customers require an upgrade. Premium provides unlimited customer synchronization, subject to reasonable platform and API limits.
Privacy and security
- The app does not intentionally store complete Shopify customer or order payloads.
- Attio access and refresh tokens are encrypted before storage.
- Technical logs and support diagnostics exclude access tokens and customer payloads.
- Shopify mandatory privacy webhooks are supported.
Support
If synchronization needs attention, review the Activity page and include the displayed Support ID when contacting support. Do not send access tokens or unnecessary customer data.