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Troubleshooting

In this guide:

Unable to Create a Sales Representative​

Confirm the person isn't already a rep (search the list first), and that a customer is selected or invite details are fully entered.

Customer Not Appearing in the Shopify List​

Check spelling in Search customers, or confirm the customer record actually exists in Shopify before trying Select existing customer.

Invitation Not Sent​

Confirm Send account invite email was checked, and check the recipient's spam folder; resend by editing the customer record in Shopify if needed.

Unable to Edit Sales Representative Code​

Check the code meets the rules (3–20 characters, letters/digits only) and isn't already used by another rep.

Import Errors​

Confirm every row has an email, IDs in Assign Company/Location/Customer are numeric Shopify IDs, and any provided Rep Code is unique.

Unable to Deactivate a Sales Representative​

Confirm you're using the Deactive action on an Active rep, and confirm the status-change dialog to complete it.