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Smile automatically syncs customer accounts from your Shopify or BigCommerce store to keep your loyalty program up to date. You can add, edit, or remove customers directly in your eCommerce platform, and Smile will reflect those changes during its nightly sync.
Note: Smile syncs customer data overnight (EST/EDT). If you add, edit, or delete a customer in your eCommerce platform, changes will appear in Smile the following day.

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Add customers

Smile automatically adds newly created customer accounts from Shopify or BigCommerce to your loyalty program, eliminating the need for manual entry. Your Customers list stays up to date with daily syncs. To manually add a customer, create a new customer profile in your Shopify or BigCommerce admin and include a valid email address. Smile will sync this profile during the next nightly update.
Note: To add a customer immediately, they must create an account directly through your online store or complete a purchase. This instantly sends their customer record to Smile.
Important: Customers must be logged in to their store account to redeem points or use the Smile panel. Once logged in, they can fully engage with your loyalty program.

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Delete customers

To delete a customer profile from your loyalty program, delete their profile in your Shopify or BigCommerce admin. Smile will detect the change and remove them during the next nightly sync—no further action is required.
Tip: Want to exclude a customer from your loyalty program? Learn how in our guide on excluding customers from participating in your program.

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Edit customers

To update customer details such as name or email address, make these changes in your Shopify or BigCommerce admin. Smile will apply these updates during the next sync to keep your loyalty program data accurate.
Note: Customers also manage their account details through their store account. To update details like a password—or fix login issues—they’ll need to make changes directly in their store account.
Tip: You can also edit a customer’s loyalty information using our guides on changing a customer’s VIP tier or adjusting a customer’s points balance.

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Merge customer accounts in Shopify

You can follow Shopify’s guide on how to merge customers to combine customer profiles in your store. Smile doesn’t currently integrate with Shopify’s customer merge feature. When Shopify merges two customer profiles into one, Smile doesn’t merge the associated loyalty data. Because Smile syncs customer accounts with Shopify, the Smile account associated with the profile that isn’t retained is deleted, including its points balance, order history, and any pending referrals. The loyalty data associated with the retained customer profile isn’t affected. Before completing the merge in Shopify, make a note of the points balance for the customer profile that will be removed during the merge. Once the merge is complete, this information can’t be recovered. If you’d like to preserve the customer’s points, manually adjust the remaining customer’s points balance in Smile after the merge. Rewards (discount codes) can’t be transferred between customer accounts.