Customer Mapping – Map Customers by Company Name (Shipping Address)
Overview:
Our app syncs customers along with the orders from Shopify to QuickBooks. During the app setup, you will have two options for customer creation or mapping with existing customers in QuickBooks. This article explains option 2nd: The Shopify Order Company Name will be synchronized with the customer “Display Name” in QuickBooks.
Detailed Information:
Option 2nd: The Shopify Order Company Name will be synchronized with the customer “Display Name” in QuickBooks.
When this option is selected, customers are created or mapped in QuickBooks based on the Company Name in the Shipping Address of the Shopify order. The Company Name from the Shopify order’s Shipping Address is matched against the Customer Display Name in QuickBooks.
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If a customer with that Display Name already exists in QuickBooks, the order will be mapped to that customer.
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If no match is found, our app will create a new customer in QuickBooks using the Company Name as the Display Name.
Example: A Shopify order is processed for the customer Robert Turner, with the Company Name: Dynamic Ventures Inc. in the Shipping Address.
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If Dynamic Ventures Inc (as a Display Name) already exists in QuickBooks, the order will be mapped to that customer.
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If no such customer exists, our app will create a new customer in QuickBooks with the Display Name → Dynamic Ventures Inc.
From that point onward, the Shopify customer Robert Turner will be mapped to Dynamic Ventures Inc for all future orders.
Important Notes:
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If the mapped QuickBooks customer (Dynamic Ventures Inc) is deleted or merged in QuickBooks, future Shopify orders from Robert Turner will fail to sync until we unmap the customer in our app.
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If no Company Name is present in the shipping address, the app defaults to mapping based on First and Last Name.
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If an order in Shopify is processed without a customer, it will be synced in QuickBooks under a common customer record named “Shopify Default Customer.”