WooCommerce: Issues with Customer Roles

Metorik retrieves the customer data using the WooCommerce API, which has a single role attached to each customer.

Many stores use third-party plugins, like the User Role Editor plugin, to help manage roles/add multiple roles. However, these plugins can cause issues with roles displaying differently in Metorik.

Common Issues:

1. Modified date not updated.

Plugins may fail to update the user's 'modified date' after a role change. Metorik relies on this date change to detect changes.

• Solution 1 (Temporary): Reimport all your customers from Metorik's dashboard: Reimport Customers or force refresh the customer profile from the individual customer page in Metorik.
• Solution 2 (Permanent): Make sure that the 'modified date' is updated whenever a role is changed. Guide on doing this here - WooCommerce: Making sure updated data gets synced to Metorik.

2. Database role not changed.

Some plugins show a role change only visually in the WooCommerce admin, but the plugin doesn't actually update it in the database. Metorik accesses the actual database role and thus will only be showing what is stored on the user's actual role.

3. Multiple roles.

Certain plugins allow multiple roles for display or filtering purposes in WooCommerce. WooCommerce itself and Metorik recognize only one actual role per user. The other roles are for display purposes and are only available in the WooCommerce admin.

Ensuring your plugin properly updates the customer data, especially the 'modified date', keeps the role in Metorik in sync.