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Link Customer (Staff)

The /link-customer command allows staff members to manually link a Discord user to a Shopify customer account. This command requires Manage Roles permissions and is only accessible to staff members.

Overview​

This is the administrative version of the /link command. Use it when:

  • A customer needs help linking their account
  • The automated linking process fails
  • You need to link accounts on behalf of users
  • Troubleshooting linking issues

How to Use​

Command: /link-customer

Required Options:

  • user - The Discord user to link (mention or select)
  • email - The customer's email address from Shopify

Example:

/link-customer user: @JohnDoe email: [email protected]

The Linking Process​

Step 1: Validate Email​

The bot checks:

  • Email format is valid
  • Email exists in your Shopify store
  • A customer account is associated with that email

Step 2: Search Shopify​

The command searches your Shopify customer database for an exact email match.

Once found, the bot:

  • Links the Discord user ID to the Shopify customer ID
  • Stores the customer's email address
  • Records the link timestamp
  • Saves Discord information to Shopify metafields (if possible)

Step 4: Role Assignment​

If configured in settings:

  • Automatically assigns the client role to the user
  • Only if the customer has at least one order
  • Only if auto-assign on join is enabled

Step 5: Confirmation​

You receive a detailed confirmation embed showing:

  • Discord username
  • Shopify customer name
  • Email address (redacted if PII protection is enabled)
  • Total orders
  • Total amount spent

Response Examples​

Success​

✅ Customer Linked

Discord User: JohnDoe#1234
Shopify Customer: John Doe
Email: [email protected] (or ||REDACTED||)
Total Orders: 15
Total Spent: $1,245.50

Email Not Found​

❌ Error
No customer found with that email address.

Invalid Email Format​

❌ Error
Invalid email address format.

Logging and Auditing​

When a customer is linked:

Database Log​

A log entry is created with:

  • Type: customer_link
  • Action: link
  • Staff member who performed the action
  • Target user (Discord ID)
  • Shopify customer ID
  • Email address

Channel Log​

If configured, a message is sent to the Shopify Commands log channel:

🔗 Customer Linked

@StaffMember linked @JohnDoe to Shopify customer

Customer ID: 1234567890
Email: [email protected]

Shopify Metafields​

The bot attempts to save Discord information to the Shopify customer record as metafields:

  • Discord User ID
  • Discord Username
  • Discord Server ID

This allows you to see Discord information directly in your Shopify admin panel.

info

If metafield saving fails, the linking process will still complete successfully. Metafields are optional and used for convenience only.

Privacy and PII​

PII Protection​

If Show PII is disabled in settings:

  • Email addresses appear as ||REDACTED|| in your response
  • Full details are still logged in the log channel
  • This protects customer privacy in public channels

Best Practices​

  • Always verify you have the correct user before linking
  • Use private/staff channels when running this command
  • Keep customer email addresses confidential
  • Enable PII protection if using in semi-public channels

Troubleshooting​

"Invalid email address format"​

Make sure the email:

  • Contains an @ symbol
  • Has a valid domain
  • Has no extra spaces or typos

"No customer found with that email address"​

Verify that:

  • The email is spelled correctly
  • The customer has an account in your Shopify store
  • You're using the exact email from Shopify (check in admin panel)

This could happen if:

  • The Shopify API is unavailable
  • The bot lacks necessary permissions
  • There's a database connection issue

Check the bot's console logs for detailed error information.

User Already Linked​

If the Discord user is already linked to a different customer:

  1. Use /unlink-customer first
  2. Then run /link-customer again
  • /link - User-initiated linking process
  • /unlink-customer - Manually unlink a customer (staff only)
  • /customer - View customer information
  • /settings - Configure client role and auto-assign behavior

Permissions Required​

To use this command, you need:

  • Manage Roles permission (Discord)
  • A staff role configured in bot settings

Tips for Staff​

  • Double-check the email before linking to avoid mistakes
  • Verify with the user that the email is correct
  • Use this command when users have trouble with /link
  • Keep a log channel configured for accountability
  • Link customers proactively during onboarding if needed
  • Always respect customer privacy when handling email addresses

Common Use Cases​

Customer Support Scenario​

Customer: "I tried /link but the verification link isn't working"
Staff: *Asks for their email*
Staff: /link-customer user: @Customer email: [email protected]
Staff: "All set! You're now linked and should have your customer role."

Bulk Onboarding​

For existing customers joining your Discord:

  1. Ask them to provide their Shopify email
  2. Use /link-customer to link each account
  3. They automatically receive the customer role
  4. They can immediately access customer-only channels

Troubleshooting​

When automated linking fails:

  1. Ask the user to try /unlink first
  2. Have them try /link again
  3. If still failing, manually link with /link-customer