Sync companies from Shopify

Companies you created in Shopify’s own admin, or before you installed Sami B2B Onboarding, aren’t in the app’s Companies list until you sync. Sync from Shopify reads your Shopify companies and adds them to the list, so you can give them a sales rep, put them on hold and keep notes about them.

A sync only reads. Nothing is changed in Shopify.

Note

Only admins can run a sync. Your store needs B2B companies in Shopify for a sync to find anything.

Run a sync

1. Open the Companies tab

   In the Shopify admin, open Sami B2B Onboarding, click Companies in the app menu, then click the Companies tab.

2. Click Sync from Shopify

   Click Sync from Shopify at the top of the page. If the list is empty, the button is in the middle of the page instead.

   A Sync started message appears, then a blue Syncing companies from Shopify banner that counts the companies read so far. The sync runs in the background, so you can leave the page.

3. Check the result

   When the sync is done, a green Sync finished banner says how many companies were found in Shopify, how many were added and how many were already in the list and refreshed. The list reloads with the new companies.

The banner tells you how many companies were added and how many were refreshed.

You can also start a sync from Companies › Import companies: click Sync from Shopify at the top of the page, or in the Already in Shopify? card.

What a sync reads

For each company in Shopify, the sync reads:

Detail	Where it comes from in Shopify
Company name	The company
External ID	The company
Customer since	The company
Contact name and email	The company’s main contact
Country	The shipping address of the company’s first location
Tax ID	The tax settings of the company’s first location
Payment terms	The payment terms of the company’s first location

Run a sync again whenever you want these details refreshed in the app. A company’s page doesn’t need it: its figures, locations, members, orders and custom data are read from Shopify each time you open it.

What a sync keeps

• Status and sales rep stay yours. A company that’s already in the list keeps its status and sales rep. A sync never puts a company on hold or lifts a hold.
• New companies start as Active, with no sales rep.
• Details are only added or updated. If a detail is empty in Shopify, the detail already in the app stays.
• Companies imported from a CSV file are left alone. They’re never matched to a Shopify company by name, so the same company can appear twice. You’ll see both in the list.

One sync at a time

While your sync runs, the Sync from Shopify button is greyed out. If someone else on your team clicks it while a sync is running, they join the sync that’s already running. It isn’t started twice.

One sync reads up to 25,000 companies.

Check past syncs

Every sync is listed in Import history on the Import companies page, beside your CSV imports. Open Companies, click Import companies at the top of the page, and look for rows named Sync from Shopify.

Column	What it shows for a sync
Source	Sync from Shopify, and how many companies were found in Shopify.
Status	Queued, Syncing, Finished or Failed.
Result	How many companies were added and updated, or No companies in Shopify.
Started	When the sync started.

Syncs and CSV imports share the Import history, newest first.

If a sync fails

The run shows Failed in Import history. If you started it from the Companies tab, a red Sync failed banner also appears there. The companies read before it stopped are kept. Click Sync from Shopify to try again. If it keeps failing, click Contact support in the banner, or contact support.

Next steps

• Manage a company — set a sales rep and read the company’s orders.
• Import companies from a CSV file — add companies that aren’t in Shopify.
• Put a company on hold or remove it from B2B — stop a company’s buyers at checkout.