Shopify B2B Data
Last updated
Was this helpful?
Last updated
Was this helpful?
When you set up a new Shopify Plus integration in Daasity, we'll automatically pull in your B2B orders, draft orders, and metadata about companies, company locations, and contacts.
We also have additional tools to help you segment your B2B performance by sales rep and region. But to use these, you must set up some custom fields in Shopify.
Here's how you would set up the custom company sales rep field:
In your Shopify admin, navigate to Settings in the lower right-hand corner of your screen.
Click into the Custom Data tab on the left.
In the Metafield definitions section, click on Companies or Company Locations — You should choose based on whether your organization assigns sales reps to a specific company or a specific company location.
Click Add Definition.
In the Name field, enter Sales Rep
.
Click the Select Type button and choose Single Line Text.
If you want to create a preset list of choices (we recommend choosing this so that there aren't inconsistencies), check the Limit to preset choices option under the Validations section. Then enter the names of the sales reps currently active in your organization.
Under the Options section, click the Filter in company index toggle so that you'll be able to filter companies by sales rep in your Shopify admin.
Click Save.
Here's how you would set up the custom company location sales region field:
In your Shopify admin, navigate to Settings in the lower right-hand corner of your screen.
Click into the Custom Data tab on the left.
In the Metafield definitions section, click on Companies or Company Locations — You should choose based on whether your organization assigns sales regions to a specific company or a specific company location.
Click Add Definition.
In the Name field, enter Sales Region
.
Click the Select Type button and choose Single Line Text.
If you want to create a preset list of choices (we recommend choosing this so that there aren't inconsistencies), check the Limit to preset choices option under the Validations section. Then enter the names of the sales regions used by your organization to classify B2B customers.
Under the Options section, click the Filter in company index toggle so that you'll be able to filter companies by sales rep in your Shopify admin.
Click Save.
Now that you have set up your Sales Rep and Sales Region fields, you must populate those fields for the companies and company locations in your Shopify admin.