Merge B2B companies

Shopify Plus
1

The situation: We had a B2B company with a single customer associated with it, and order history. We accidentally created a duplicate company and associated the same customer with the new company. The effect is that the customer was dis-associated from the original company. The new company now also has order history, so we have their orders split across two Shopify companies which are actually the same company. Is there a way to combine/merge these two companies? Or transfer the order history at least, so that it is all in one place…

Orders that are associated with the original company have a red warning in the sidebar “Customer removed from company” but they are still linked to the original company and are still linked to the CUSTOMER (who is now associated with the new company.)

Shopify Help’s AI support tells me:

Currently, Shopify does not support merging two B2B companies directly within the platform. For managing multiple B2B companies, you’ll need to handle them as separate entities. For more details, check out B2B customers.

But I am hoping that the community will have some creative ideas! Thanks.

2

Hey @NicolasN ! I think you can solve this using a 3P app called Matrixify:

  • Export the orders using Matrixify.

  • Update the Companies fields to match the new Company.

  • Make sure that the Customer associated with the order is assigned to the Company location that you want the order assigned to.

  • Update the Command field to NEW.

  • Delete the order in the admin before importing the order using Matrixify. Matrixify cannot update the Company field on an existing order. It can only assign a new order to a Company.

    I’d recommend that you test with a single order first, and review Matrixify’s “Good to Know” section as well. There are some things that might impact you included in there, such as: When importing historical Orders, it is important that Shopify does not fulfill them automatically as that likely will trigger Shopify to send fulfillment notification to the Customer. Go into your Shopify Admin → Settings → Checkout → Order processing → After an order has been paid section and ensure that this setting is NOT set to “Automatically fulfill the order‘s line items”.