Filtering and organizing B2B customer data using metafields

You can use metafields to filter and organize B2B customer data in the Companies index page and company details page.

You can only use company and company location metafield definitions and their values as filters. You can have up to 50 definitions for each company metafields and company location metafields.

Before you start

Before you can filter B2B customer data using metafields, you need to complete the following tasks:

• Add your metafield definitions
• Add values for each metafield to your companies or company locations

Supported metafield definition types

You can use the following metafield definition types to filter company and company location metafields:

• Collection reference or Collection reference (list)
• Company reference or Company reference (list)
• Metaobject reference or Metaobject reference (list)
• Page reference or Page reference (list)
• Product reference or Product reference (list)
• Single line text or Single line text (list)
• True or false

Activate filtering for company and company location metafields

To filter using metafields on the Companies index page and company details page, you need to activate the filtering setting in your metafield definitions.

Steps:

1. From your Shopify admin, go to Settings > Custom data.

2. Depending on the metafield definition that you want to use for filtering, click Companies or Company locations.

3. Click the metafield definition that you want to use for filtering.

4. In the Options section, turn on Filtering for companies or Filtering for company details.

5. Click Save.

Filter company metafields

After you create your metafield and activate metafield filtering, you can filter your company metafields on the Companies index page.

Steps:

1. From your Shopify admin, go to Customers > Companies.

2. Click the search and filter icon.

3. Click Add filter +.

4. In the Metafields section, select the metafield definition that you want to use to filter your companies.

Filter company location metafields

After you create your metafield and activate the metafields filtering, you can filter your company location metafields on a company details page.

Steps:

1. From your Shopify admin, go to Customers > Companies.

2. Click a company that you want to filter.

3. In the Locations section, click the search and filter icon.

4. Click Add filter +.

5. In the Metafields section, select the metafield definition that you want to use to filter your company locations.