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Customer Management

The Magento 2 Connector synchronizes customer data bidirectionally between Odoo and Magento. Customer records, including names, contact details, and addresses, are kept in sync across both platforms.

Accessing Magento Customers

Navigate to Magento > Magento Data > Customers to view all synced customer records.

Magento Data menu showing Customers option

Customer List View

The customer list provides an overview of all synchronized customers:

Magento Customers list view

ColumnDescription
Magento IDThe customer ID in Magento
InstanceThe Magento instance this customer belongs to
NameCustomer full name
EmailCustomer email address
PhoneCustomer phone number
CityCustomer city
State/ProvinceCustomer state or province

Customer Form Fields

Click on a customer record to view or edit the full details:

Magento Customer form view

FieldDescription
InstanceThe Magento instance connection
NameFull customer name
Magento IDThe Magento customer ID (auto-populated on sync)
Name PrefixCustomer name prefix (Mr., Mrs., etc.)
FirstnameCustomer first name
Middle Name/InitialCustomer middle name or initial
LastnameCustomer last name
Name SuffixCustomer name suffix (Jr., Sr., etc.)
EmailCustomer email address
PhoneCustomer phone number
VAT NumberCustomer VAT/Tax identification number
Send Welcome EmailWhether to send a welcome email (Yes/No)
Default Billing AddressDefault billing address (Yes/No)
Default Shipping AddressDefault shipping address (Yes/No)
CompanyCustomer company name
StreetStreet address
CityCity

Customer Actions

The customer form provides three primary action buttons:

ButtonDescription
Create in MagentoPush a new customer record from Odoo to Magento
Update in MagentoPush updated customer data from Odoo to Magento
Pull from MagentoRefresh the customer record with the latest data from Magento
Default Password

When creating a customer in Magento from Odoo, the system assigns a default password. Ensure you communicate password reset instructions to the customer, or configure Magento to send a welcome email with a password setup link by setting Send Welcome Email to Yes.

Syncing Customers

Pull Customers from Magento

  1. Go to Magento > Instances.
  2. Open your instance.
  3. Click Sync Customers.
  4. All customer records from Magento will be imported into Odoo.

Push a Customer to Magento

  1. Navigate to Magento > Magento Data > Customers.
  2. Click New.
  3. Select the Instance.
  4. Fill in all required fields.
  5. Click Create in Magento.
info

Customers synced from Magento are automatically linked to Odoo res.partner records. If a matching partner already exists (by email), the connector links to the existing record instead of creating a duplicate.

Next Steps