Company name for created contacts
If you sell B2B, the odds are that you have orders being made by company accounts and partners. It makes sense to ensure that contacts created for those customers on Xero reflect the company name.
Luckily, Reconcile.ly offers the possibility to display the option to use the Billing Company name. This means the app will automatically set the contact name on Xero to the Company name if it is present in the billing details of the order.
However, this option will be available only if you set the app to Create Xero contacts for Shopify customers .
Note: If the company name is undefined or otherwise unavailable, the first and last names will be used as usual.
Luckily, Reconcile.ly offers the possibility to display the option to use the Billing Company name. This means the app will automatically set the contact name on Xero to the Company name if it is present in the billing details of the order.
However, this option will be available only if you set the app to Create Xero contacts for Shopify customers .
Note: If the company name is undefined or otherwise unavailable, the first and last names will be used as usual.
Updated on: 20/09/2022
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