Streamlined

Group associated customers for easier organization and reconciliation.

What is customer grouping?

How to form a group of associated customers.

How do I create a customer group?

How to change a group name or its members.

How do I update a customer group?

How do I delete a customer group?

Shopify companies will be synced into your account as customer groups.

Import Shopify companies as customer groups

Manually trigger a sync from Shopify to Streamlined to update a customer group.

​​How do I sync changes for a Shopify company?

Set net terms for all members of a customer group

How do I set net terms for a customer group​​?

Set a preferred billing address for all members of a customer group

How do I set a preferred billing address for a customer group?

View a comprehensive Statement of Account for an entire group

Where can I find a group's Statement of Account​​?

Anissa Zoelle

Customer Groups

Find answers and get help from Intercom Support and Community Experts

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