One Xero contact per Shopify B2B company location

Some trade customers buy for several sites, such as a head office and a few branches, and each site pays its own invoices. Shopify B2B records these as locations under one Company. With Use the company name as the Xero contact on, every location shares one Xero contact in the company’s name. Matching by location gives each site a contact of its own instead.

How it Works

When an order comes from a Shopify B2B company location, the invoice goes to a Xero contact with the same name as that location in Shopify. If a contact with that name already exists, the invoice goes to it. If not, a new contact is created in the location’s name.

Orders that are not linked to a company location are matched in the usual way, as described in How we match a Shopify customer to a Xero contact.

Before you start

The contact is found by the location name alone, so give each location a name that no other customer uses. For example, use “Acme Ltd - Sydney” rather than “Sydney” or “Head Office”. If two companies both have a location called “Head Office”, their invoices would go to the same Xero contact.

If you already have Xero contacts for these sites, rename either the location in Shopify or the contact in Xero so the two match exactly, and make sure the contact is not archived.

How to Request Setup

This is set up for you rather than switched on from the settings pages. Email us at help@hyvelabs.co with your shop URL and a recent order from a company location, and we will turn it on.

Selling to trade customers? See our B2B and wholesale FAQs.