B2B Migration to Shopify

Last updated August 2026

Migrating business-to-business ecommerce operations, including company accounts, quote management, negotiated pricing, bulk ordering, and purchase order workflows.

What transfers

• Company/customer accounts
• Product catalogs (base)
• Order history (via API)

• Company hierarchies and approval chains
• Negotiated/customer-specific pricing
• Purchase order and quote workflows
• Credit limit and payment term configurations
• Shared catalogs / custom catalogs
• Requisition lists
• Quick order / bulk order forms

Risks and common problems

• B2B customers losing their negotiated terms
• Approval workflows breaking, orders getting stuck
• Purchase order number tracking failing
• Net payment terms not available on standard Shopify
• Sales rep commission tracking losing data

Recommended approach

B2B migrations typically require Shopify Plus. Use Shopify Plus B2B features (company accounts, catalogs, payment terms). Evaluate whether remaining B2B gaps need apps (SparkLayer, B2B Handsfree) or custom development. Run a pilot with a small group of B2B customers before full migration.

Technical notes

• Shopify Plus B2B: company accounts, price lists, payment terms
• Custom catalogs via Shopify Plus price lists
• Purchase orders: use order metafields or a dedicated app
• Approval workflows require Shopify Functions (Checkout UI extensions)
• Credit limits not native to Shopify; requires custom app
• B2B checkout extensibility limited without Shopify Plus

Platform-specific guides

B2B Migration by platform:

Related migration problems

References

• Shopify B2B Documentation — Shopify