Configure your field mappings

A metafield definition can change the functionality and appearance of your store by collecting custom information not typically captured in your Shopify admin. The Vertex for Shopify integration can use a metafield to send this custom information to Vertex O Series during a quote or invoice request.

You can add a metafield definition to your products, variants, or customers that use one of the following types:

• Single-line text
• Multi-line text
• Rich text
• Decimal
• Integer
• Date and time
• Date
• True or false

You can add a metafield definition to a field mapping, mapping it to a flexible field in Vertex O Series. Metafields are added for each store, allowing you to create different field mappings for your other stores. Log in to the appropriate store before adding metafields to the field mappings.

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Note:

Customer metafields are supported only on invoices. The integration doesn't send them on quotes.

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Note:

You can add up to 25 flexible fields, regardless of the metafield type.

Before you begin

Before you configure your field mappings, you must add your metafield definitions.

Add your field mappings

To add your field mappings, follow these steps:

1. In your Shopify admin, select Apps > Vertex Tax & Compliance.
2. Click Field Mapping, and then find the Code, Numeric, or Date Flexible Fields section.
3. In the Metafield Name column, select the definition from the dropdown list.
4. Repeat these steps for each definition.
5. Click Submit.

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Note:

The Flexible Field ID must match the Flexible Field Number in O Series.