Why isn't my Shopify sales platform connected to Marsello?
If you're switching sales platforms, you can keep your existing Marsello account, customer database, loyalty program and marketing history intact while you connect your new eCommerce platform. This guide covers moving from WooCommerce to Shopify: exporting and importing customers, disconnecting WooCommerce and connecting Shopify to Marsello.
Changing eCommerce sales platforms
Moving from WooCommerce to Shopify
Before you get started
💡 Tip: To make sure your move from WooCommerce to Shopify goes smoothly:
- Back up your WooCommerce store before exporting data
- Ensure your WooCommerce plugins are fully up to date
- Plan which customer data fields you want to export
- Review whether you need:
- Name and email
- Purchase history
- Custom fields
- Marketing preferences
- Check the App Status page to rule out an outage before you start.
Step 1: Export customer data from WooCommerce
Exporting basic customer data
- In your WooCommerce admin, go to:
WooCommerce > Reports - Select the Customers tab.
- Click:
Export CSV
This downloads your customer data as a CSV file.
Exporting detailed customer data using a plugin
- In WordPress, go to:
Plugins > Add New - Search for:
"WooCommerce export" - Install your preferred export plugin.
- Open the plugin settings page.
- Select the customer data fields you want to export.
- Optional:
- Set date filters
- Include custom fields
- Export purchase history
- Click:
Export
Step 2: Import customers into Shopify
- In your Shopify admin, go to:
Customers - Click:
Import - Select:
Add File - Upload your WooCommerce customer CSV file.
- Click:
Import Customers
Step 3: Disconnect WooCommerce from Marsello
- In your Marsello dashboard, go to:
Settings > Connections > Sales Platforms - Click Disconnect next to the WooCommerce integration.
💡 Tip: After you disconnect WooCommerce from Marsello, remove any Marsello-related plugins from WooCommerce to help avoid conflicts during the transition.
Step 4: Connect Shopify to Marsello
- On the Settings > Connections > Sales Platforms page in your Marsello dashboard, click Connect Sales Platform.
- Locate Shopify and click:
Connect - You’ll be redirected to the Marsello Shopify App listing.
- Click:
Install - Log in to Shopify if prompted.
- Click Install again to authorize the connection.
Once Shopify is connected to Marsello:
- Shopify orders will sync into Marsello
- Customer profiles will sync automatically
- Your Shopify sites will appear under the Sales Platforms page
How Marsello handles customer syncing
⚠️ Important: After you connect Shopify to Marsello, customer data starts syncing automatically.
Marsello uses each customer's email address as the main way to identify them (their primary unique identifier).
Because Marsello identifies customers by email address, when Shopify customers sync:
- Existing customers in Marsello will be matched to Shopify records
- Duplicate profiles are avoided where emails match
- New customers from Shopify will be added automatically
What Marsello data stays intact when you move from WooCommerce to Shopify?
Your existing Marsello account and loyalty setup remain active throughout the migration.
The following data stays intact:
- Customer profiles
- Loyalty points balances
- VIP tiers
- Referral data
- Email automations
- Campaign history
- Marketing performance data
Still not working?
If you still need help, see How to contact Marsello support. To help our support team solve the issue faster, include the error message you see, a screenshot of the message and one or two example customers who are affected (their email addresses), plus your store name and an order number, where these apply.
Summary
To switch from WooCommerce to Shopify while connected to Marsello:
- Export customers from WooCommerce
- Import customers into Shopify
- Disconnect WooCommerce from Marsello
- Connect Shopify to Marsello
- Allow Marsello to sync and match customers by email
This process helps ensure your loyalty program, customer history, and marketing setup continue without interruption.