Customer Groups Migration to Shopify

Last updated August 2026

Migrating customer segmentation, groups, tiers, and B2B company accounts from platforms with native customer grouping to Shopify's customer tag and company-based system.

What transfers

• Customer group/tier names can become Shopify tags
• Group-specific pricing can be recreated with B2B apps

• Automatic group assignment rules
• Group-specific payment methods
• Group-specific shipping methods
• Tiered pricing structures
• Company account hierarchies (Magento B2B)

Risks and common problems

• Loss of tiered pricing models
• B2B customers losing negotiated prices
• Approval workflows disappearing
• Shared catalogs (Magento) having no Shopify equivalent
• Customer-specific pricing lists not transferring

Recommended approach

For B2C stores: use Shopify customer tags to replicate group membership. For B2B stores: evaluate Shopify Plus company accounts feature or B2B apps like SparkLayer, B2B Handsfree, or Wholesale Club. Map customer groups to appropriate price lists. Test B2B checkout flow thoroughly.

Technical notes

• Magento customer groups stored in customer_group table
• Magento B2B uses company + company_structure tables
• Shopify customer tags are simple strings, can be added via API
• Shopify Plus company accounts: separate entity type with locations
• B2B apps provide customer-specific pricing via custom price lists
• Some B2B functionality requires Shopify Plus checkout extensibility

Platform-specific guides

Customer Groups Migration by platform:

Related migration problems

References

• Shopify Plus B2B Documentation — Shopify
• Magento B2B Documentation — Adobe