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Link B2B customers to companies

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What does this do for me?

Linking a Shopify customer to a company is what gives that buyer B2B pricing on the storefront. Each link also carries a role of Admin, Member, or Viewer.

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Add a B2B customer

  1. Open B2B customers.
  2. Select Add customer.
  3. In the modal Add B2B customer, paste a Shopify customer ID (the customer GID) and choose a Company.
  4. Choose a Role: Admin, Member, or Viewer.
  5. Select the primary action to save.
The Shopify customer ID helper reads Paste the Shopify customer GID to link it to a company. Customers can also be linked by the configured B2B company tag in Shopify admin. If you have no companies yet, the banner Create a company first appears with a Create company link.

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Change or remove a role

  1. On a row, select Edit role.
  2. In the modal Edit customer role, pick a new Role and select Save role.
  3. To unlink, select Remove on the row and confirm with Remove customer. The dialog notes the app will reconcile the customer’s remaining company assignment and B2B metafields.

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Understand the customer table

Columns are Customer ID, Company, Role, B2B tag, and Action. Empty cells read Not set. Use the Search customers by ID, company, tag, or role field; when nothing matches, the list shows No customers match your search.