> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/samita-wholesale-b2b/registration-form/automatically-add-customer-to-a-company.md).
# Automatically add customer to a Company (B2B)
Automatically assign new Registration Form customers as a contact of a Shopify B2B Company, with a location and role, as soon as they register.
If your store uses Shopify's B2B **Companies** feature (grouping customers under a company for company-specific pricing, catalogs, locations, and roles), the Registration Form can now **automatically assign a new or updated customer as a contact of a Company** — no need to add each customer manually in Shopify Admin.
{% hint style="info" %}
Before using this feature, make sure your form is already connected to Shopify customer data. See [Integrate Registration Form with Shopify customer data](/samita-wholesale-b2b/registration-form/integrate-registration-form-with-shopify-customer-data.md).
{% endhint %}
## Two assignment modes
### 1. Add to a fixed company
Best when this form is dedicated to one specific group of customers (for example, a registration form just for a regional distributor).
* Every customer who registers through this form is added to the **one Company** you pick.
### 2. Add based on customer tags
Best when the same form is shared across different customer groups and you want the app to sort them automatically.
* You set up **rules**: "if the customer has tag X → add to Company Y".
* The app checks the customer's tags (after this submission) against your rules, top to bottom, and assigns the Company from the **first rule that matches**.
* Because Shopify only allows a customer to be a contact of **one Company at a time**, if a customer matches more than one rule pointing to *different* companies, only the first match is used.
## Assigning a Location and Role
For each Company you pick (in either mode), you can also choose which **Location** and **Role** the customer is assigned at within that company. You can add more than one Location + Role pair per company if needed.
## Steps to manage
{% stepper %}
{% step %}
### Open the form's integration settings
From the app, click **Registration Form**, open the form you want, then click the **Integration** tab and choose **Shopify**.
{% endstep %}
{% step %}
### Enable "Add to company"
Turn on **Add to company**. The **Company assignment** options appear right below it.
{% endstep %}
{% step %}
### Choose a Company assignment mode
Under **Company assignment**, choose:
* **Add to fixed company/companies** — pick one Company, then optionally add Location + Role rows.
* **Add based on customer tags** — click **Add rule** for each tag → Company mapping you need; for each rule, pick the Company and optionally add Location + Role rows.
Once you pick a Company, its Location and Role pickers appear — click **Add location** to add more than one Location + Role pair.
In **Add based on customer tags** mode, add one rule per tag you want to match — each rule has its own Company, Location, and Role:
{% endstep %}
{% step %}
### Save
Click **Save**.
{% endstep %}
{% endstepper %}
{% hint style="success" %}
**Result:** after a customer submits the form, their Shopify customer account is created (or updated), and — usually within about 2 minutes — they're added as a contact of the matching Company, with the Location and Role you configured (if any).
{% endhint %}
## Notes
* Requires Shopify's **B2B / Companies** feature to be available on your store.
* Assignment happens shortly after the customer is created/updated through the form, but can take a couple of minutes to complete — this is expected, not an error.
* A customer can only belong to **one Company** at a time (a Shopify limitation). If the customer already belongs to a different Company, this new assignment can move them to the newly matched Company.
> ### **Need support?**
>
> If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address [support@samita.io](https://help.samita.io/support@samita.io)
---
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