Update Shopify Order Metafield with Customer Company Name

Automatically capture your customer's company name from each new Shopify order and store it in order metafields. This workflow enriches your order data with business identifiers, making it easier to track and report on B2B accounts, manage wholesale relationships, and analyze order activity by customer organization. Perfect for merchants selling to multiple business clients who need accurate company-level insights for operations, fulfillment, and customer service.

🔧  Setup is needed:
➕  Create your Shopify order metafield
🔌  Connect to your Shopify store

Follow the steps below to set up this workflow.

Step 1

In your Shopify admin, create the Shopify order metafield. Click Settings, then click Metafields and metaobjects.

Click Orders, then click Add definition.

In the Name field, fill in Customer Company Name.

In the Type field, make sure One is selected. Then select Single line text.

Click Save at the top of the page.

Step 2

Go back to this MESA workflow. In the Shopify Order Created trigger, locate the Connect drop-down menu. 

Select your current store. It includes the text (this store).

Step 3

In the Shopify Plus Retrieve Company Location step, locate the Connect drop-down menu. 

Select your current store. It includes the text (this store).

Step 4

Click Save Changes at the top right corner of the page.

Step 5

Before turning on the workflow, view the Shopify Order Created trigger. Then click the Manual run section.

In the Live records tab, select any existing order and click Run workflow. Check that the Shopify order metafield updated with the customer company name.

Step 6

At the top or bottom of the page, switch Off to On to turn on your workflow to start automating.

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