NYNJTC Strengthened Their Trails with Real-Time Member Sync

The New York-New Jersey Trail Conference (NYNJTC) is a non-profit organization. They are focused on building, maintaining, and protecting trails across the New York-New Jersey region. As with many nonprofits, NYNJTC relies on its membership base for support. Members benefit from access to outdoor programs, resources, and exclusive trail guides. However, NYNJTC had the challenge of sync their Salesforce Contact data with Shopify. They needed a solution to automate this process and ensure that their member data was always up-to-date.

The Challenge: NYNJTC Shopify Salesforce Sync

The organization used Salesforce to track its members, and Shopify served as its online store platform. However, the data syncing process between the two platforms was entirely manual.

This manual process had several drawbacks:

• The staff had to update the information whenever a new member joined or a change in the existing member information. It was a time-consuming process.
• Managing large volumes of data manually is susceptible to the risk of human error. This could lead to discrepancies between member data on Salesforce and Shopify.
• It was a labor-intensive process, preventing the team from focusing on other impactful tasks.

They also want only active members based on specific criteria to be synced to Shopify. This meant that syncing contacts who were no longer extended members could result in inaccurate customer data. This inaccuracy was affecting their marketing and communications efforts.

What NYNJTC Wanted to Achieve?

NYNJTC needs data synchronization, ensuring that member info is always up-to-date on Shopify. They wanted a solution that addresses their problems according to their specific requirements:

1. They wanted real-time data sync from Salesforce to Shopify.
2. Wanted to use the Membership Join Date and Membership End Date fields. In this way, the system automatically filtered contacts, syncing only those who were active members.
3. Creating a corresponding customer record on Shopify for each active member.
4. If the contact is a member, create a customer record on Shopify with the following fields:
   • First Name
   • Last Name
   • Email Address
   • Salesforce Contact ID
5. Tag each member with a “Member” label that was synced to Shopify.

Implementing Webkul’s Shopify Salesforce Connector

Webkul’s team had worked closely with the NYNJTC to fulfill their specific requirements with a customized Shopify Salesforce Connector. The process began by connecting the Salesforce and Shopify accounts and making sure that both systems were in sync. Membership criteria were set based on the Membership Join and End Date fields to ensure that only valid, active members would be added to Shopify.

After the connector was set up, the team performed various tests. It verifies that the data transfer was accurate and that the sync process worked in real time. Webkul support team addressed the issues that were arising in the implementation phase. They trained the NYNJTC staff on how to use the connector effectively.

The Results: Impact of Automation on NYNJTC’s Operations

The Shopify Salesforce Connector has come up as a life-saver tool for NYNJTC. The time they spent on manual data entry and syncing was drastically reduced. This allows their team to focus more on their core mission, like trail conservation and member engagement.

The key outcomes included:

• NYNJTC saved the valuable hours that were previously spent on entering contact information into both Salesforce and Shopify.
• The real-time sync and automated membership verification reduced the risk of errors. They now have a reliable, accurate system for tracking their members and customers on Shopify.
• They are now able to offer a more personalized and accurate experience for their members with up-to-date data on Shopify.

Conclusion

Webkul’s Shopify Salesforce Connector has proven to be a game-changer for NYNJTC Shopify Salesforce sync.  They automate syncing Salesforce contact data to Shopify based on certain conditions. It has both improved internal efficiency and its ability to engage with members. This has allowed the organization to focus on preserving the trails and fostering a strong connected community.

If you are an organization facing similar challenges, raise a ticket to learn how our Shopify Salesforce Connector can transform your operations.

You can also mail us at [email protected] for your questions on customization and support.