Get started with B2B Signup & Company Profiles
B2B Signup & Company Profiles helps you onboard wholesale customers and companies through self-service registration forms on your Shopify storefront. Customers can apply online, while you manage registrations, approval settings, wholesale tags, company accounts, and portal access from the app.
IMPORTANT: This app is available for ALL Shopify Plans (Basic, Shopify, Advanced, and Shopify Plus). The B2B features and limits available in Shopify may vary by plan.
What the app helps you do
With B2B Signup & Company Profiles, you can:
- Display Wholesale and Company registration forms on your storefront.
- Create new Shopify customers or add wholesale tags to existing customers.
- Review Wholesale and Company registrations in one place.
- Automatically or manually approve registrations.
- Convert eligible Wholesale customers into Shopify companies.
- Import company information in bulk using CSV files.
- Customize registration fields, wholesale tags, and email templates.
- Give approved company customers a portal for managing orders, users, roles, and locations.
- Configure Shopify Checkout rules for B2B access.
Who should use this app?
This app is designed for:
- Shopify stores that sell to B2B, wholesale, or multi-location customers.
- Merchants who want to offer self-service business registration without custom development.
- Stores using Shopify’s native Companies feature that want to give customers a clearer portal for managing company accounts, locations, users, roles, and orders.
Understand the two registration flows
The app supports two registration paths, so you can choose the setup that fits your B2B operation:
- Wholesale registration creates a Shopify customer or updates an existing customer, then applies your configured wholesale tags. It does not create a Shopify company automatically.
- Company registration creates a native Shopify company and assigns the applicant as its main contact. Once approved, the customer can access the Company portal.
| Feature / Aspect | Wholesale registration | Company registration |
|---|---|---|
| Creates | A Shopify customer or updates an existing customer | A native Shopify company |
| Adds wholesale tags | Yes | No |
| Company required | No | Yes |
| Company portal access | After assignment to an approved company | After company approval |
| Can be converted | Yes, if a company name was submitted | Not applicable |
Important: Wholesale registration does not automatically create a Shopify company. It creates or updates a customer and applies the wholesale tags configured by the merchant.
Before you begin
Make sure you have:
- A Shopify Basic, Grow, Advanced, or Plus store.
- Permission to install apps and manage app settings.
- A published Online Store theme.
- Permission to customize your theme and customer-account experience.
- Shopify Customer Accounts enabled if you plan to use the Company portal.
Optional but recommended:
- A dedicated email sender (to deliver approval, rejection, and invitation emails reliably)
Install the app
Follow these steps to install the app:
- Go to the Shopify App Store and search for B2B Signup & Company Profiles.
- Click Install.
- Review the requested permissions.
- Approve the installation request.
After installation, Shopify redirects you to the app Dashboard.
If the installation fails because of missing permissions, review your Shopify Admin access and try again.
Complete the basic setup
When first installed, the app and both registration forms are disabled by default.
- Open the app in Shopify Admin.
- Turn on Enable app.
- Enable the Wholesale registration form, Company registration form, or both.
- Follow the Dashboard notification to add the Company portal to your store if you plan to use company accounts.
What to configure next
Continue with the relevant guides:
- For Merchants: Understand the Dashboard, merchant workspace, and where each task is completed.
- Manage registrations: Review applicants, convert eligible Wholesale customers into companies, approve companies, and import company data.
- Configure app settings: Configure app status, approvals, form fields, wholesale tags, language, SMTP, and emails.
- For B2B customers: Understand how customers register and use the Company portal.
- FAQs: Find answers and troubleshooting guidance.