How to Share Customer Data with Searchspring

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Searchspring PM Team
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Email Recommendations

Searchspring requires customer data to support a variety of services, including Personalized Email Recommendations and the workflow to pull your historical sales data. 

Email Recommendations

Email Recommendations get the right product to the right person at the right time. To support this workflow, Searchspring uses your customer data to link customer IDs to email addresses. As such, merchandisers need to share their customer data with Searchspring in order to use Email Recommendations. 

Email addresses are only used to identify and link shoppers to their online behavior. Searchspring does not store any shopper data other than email address and these two fields on our side. To learn more about how we use customer data, please visit the following article.

Historical Sales Data

If you've asked Searchspring to pull your historical sales data directly from your ecommerce platform, you must follow the relevant steps below to permit the data pull. 

Shopify Customers

If you are an existing Shopify customer, you can follow these steps to grant Searchspring the permission to access your customer data. 

  1. Log into your Search Management Console and navigate to Data > Data Feed
  2. Scroll down to the Data Access for Personalization section and click the “Go to Shopify and Authorize” button. This redirects you to the Shopify website.

    2.png
    This is the Data Feed page in the Search Management Console. If you are a Shopify customer, you may notice that there is a button to Go to Shopify and Authorize. Clicking this button will initiate the workflow to grant Searchspring access to your customer data.

  3. Log into your Shopify account to verify the permissions
  4. If completed successfully, the button on the Data Access page will now say “Revoke Authorization”

BigCommerce Customers

Existing BigCommerce customers can follow these steps to grant Searchspring the permission to access your customer data. 

The following instructions describe how to create a new API token in BigCommerce. This needs to be done because BigCommerce does not allow for the editing of an existing API. To get around this, you can create a new API with additional permissions. Switching to this new API does not impact any of your existing product data or configurations; it solely introduces additional permissions without risking your current setup. 

  1. Log into BigCommerce and click on Settings in the Menu Services
  2. Go to Advanced Settings > API Accounts in the BigCommerce Admin area

    3.png
    This is the Settings page in BigCommerce. Please scroll down to the “API” section and click on “API Accounts” to proceed with granting Searchspring the permission to access your customer data. 

  3. Click the “Create API Account” button in the top right
  4. Set “Token Type” to “V2/V3 Token”
  5. Enter a "Searchspring" in the Account Name field
  6. Set "Content" to Read-Only
  7. Set “Customers” to Read-Only
  8. Set “Orders” to Read-Only
  9. Set “Products” to Read-Only
  10. Set "Themes" to Read-Only 
    bgccc.png
    This is the API Accounts page in BigCommerce.  

  11. Click “Save” in the bottom right
  12. Copy the Access Token into a document. Client Secret and Client ID are not needed.
  13. Log into your Search Management Console and navigate to Data > Data Feed
  14. Paste the Access Token into the API Token field
  15. Click “Save” at the bottom of the page

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