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Import customers

Three ways customers reach Odoo​

  1. With an order (automatic). Every imported order brings its customer, invoice address and delivery address. This is how most customers arrive.
  2. Import all customers (manual, once). Brings registered WooCommerce customers who have not ordered yet, for example to send them newsletters from Odoo.
  3. Guest orders. A guest checkout has no WooCommerce customer account (customer ID 0). Odoo finds or creates the contact from the billing email and address, without a customer link.

Import all customers​

Before you start​

  • The store is Connected.
  • Decide whether you want all registered customers in Odoo. Guests are never imported this way (WooCommerce has no customer record for them).

Steps​

  1. Open the store and click Sync....
  2. Choose Import customers from the store and click Run in Background.
  3. Odoo reads the customers 50 per page (all roles). Each page is one job; follow them in Queue > Jobs.

What changes in Odoo​

  • A contact (and its company and addresses, when given) for every customer that is not linked yet, found or created with the matching rules.
  • A customer link in Catalog > Customer Links, so later orders of the customer find the contact directly.
  • Customers already linked are skipped: their Odoo contact is not changed.

What is read from WooCommerce​

WooCommerceOdoo
Customer IDCustomer link (Catalog > Customer Links)
Billing first and last name (account name when billing is empty, then the username)Contact name
Billing companyParent company of the contact
Billing address 1 and 2, city, postcode, state, countryAddress of the contact
Billing email (account email when billing has none)Email
Billing phonePhone
Shipping addressDelivery address under the customer, when it differs

How customers are matched​

Every customer, from an order or from this import, goes through the same rules: customer link, then email, then a new contact. See How customers are matched.

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