Use one Shopify POS contact instead of a contact per shopper

A busy shop counter creates a new Xero contact for every walk-in customer. After a few months your contact list is thousands of one-off names that tell you nothing.



How it Works

With this on, any order that came from Shopify POS is raised against a single shared contact named Shopify POS instead of the individual shopper. Online orders are unaffected and keep their own contacts.



How to turn it on

  1. Go to Setup - Advanced.
  2. Find Use a single "Shopify POS" contact for new POS customers.
  3. Click Turn on.



Worth knowing

It applies to new POS customers. If a shopper already has a Xero contact from an earlier order, that existing contact is reused and the order still goes to them. So after switching this on you'll see a mix for a while: new POS sales on the shared contact, returning faces on their own. That's expected, not a fault.


Need a hand? Email us at help@hyvelabs.co with your shop URL.

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