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​​?

Vicky Martinez

Customer Groups

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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