Migrating your customer data to Shopify B2B

You can migrate existing Shopify direct-to-consumer (D2C) customers and their order history to companies. Learn more about importing or creating companies in your Shopify admin.

You can choose from the following options to migrate D2C customers to B2B companies:

Set up a new B2B company from a D2C customer and their orders. Use this option when you want to create a company for each customer that you select. For example, if you select 3 customers, then 3 companies are created. You can do this in bulk from the Customers page.
Migrate a D2C customer and their orders to an existing B2B company. Use this option when you want to add multiple customers to a company or add an existing customer to an existing company. For example, when you have 3 customers who need to be added to a single company. You can do this indivdually from the customer details page.

Considerations for migrating customers and their order history to a company

Review the following considerations, before you migrate a customer and their order history to a company location:

You must have existing D2C customers in your Shopify admin.
You can only migrate D2C orders to a company. B2B orders remain with the company they were created for and can't be migrated to another company.
You can't migrate canceled or deleted orders.
When migrating to an existing company, you must migrate orders to a single company location. Orders can't be split across multiple locations.
You can only add a customer's full order history to a company, partial order history migration isn't supported. If your customer's order history includes both B2B and D2C orders, then only the D2C orders are added to the company.

Option 1: Setting up a new company by migrating customers and their history to B2B

You can use the bulk setup feature in the Customers page of your Shopify admin to set up B2B companies with one location from your existing B2B customers. You can select up to 250 B2B customers at the same time, or complete the process in smaller batches.

Depending on how many customers you select, the bulk customer setup feature might need to run in the background to complete the setup process. You receive an email when setup is complete, with any errors that need to be resolved when applicable.

Importing customer information

During bulk company setup, you can choose whether to import the following information and settings for your customers:

Customer information and company settings
Setting	Description
Past orders	You can choose whether to add all of a customer's past orders to a company location. If you select this option, then customers can view their past B2B orders when they log in. It's recommended to import past orders if the customers you've selected already represent B2B relationships.
Tax exemptions	You can choose whether to migrate certain customer tax exemptions to the company location. You can migrate specific tax exemptions, such as New York reseller, but exemptions set by deactivating Collect tax aren't migrated and you need to adjust them manually. If the same exemptions for a B2B customer apply to the B2B company, then you need to migrate tax exemptions.
Allow customers to ship to any address	By default, a company's shipping address is pre-populated during checkout, and companies are restricted from changing it. If you choose this setting, then companies can change the shipping address during checkout.
Submit all orders as draft for review	By default, orders are submitted at checkout. If you choose to submit all orders as draft, then orders from the customer will be submitted as draft orders.
Payment terms	You can choose the payment terms that you want to offer to your customers. If you want companies to pay for the orders at checkout, then choose No payment terms.

If you don't import these settings during bulk company setup, then you can manually update the settings for individual companies later. Learn more about B2B company settings.

If you make a mistake in setting up a new company from a D2C customer, then you can delete the company. The customer and their orders are reverted back to D2C.

Set up a new company by migrating customers and their history to B2B

From your Shopify admin, go to Customers.
Optional: If you have an existing tag to identify these customers, then click Add filter and filter customers by tag.
Select the customers that you want to migrate. You can select all customers, or complete the process in stages by selecting a subset of customers.
Click the ... menu, and then click Add to company.
Choose the company settings that you want to use, and the customer information that you want to add.
Click Set up companies.

Option 2: Migrate a customer and their order history to an existing company

If you already have existing companies set up, then you might want to migrate D2C customers and order history to an existing company and company location. If the company has multiple company locations, then you can only migrate to one of those company locations.

If you make a mistake in migrating customers to an existing company, then you can remove the customer from the company. You have the option to remove the original orders that you migrated with the customer. The customer and only the orders that were migrated originally are reverted back to D2C.

Migrate a customer and their order history to an existing company

Desktop

From your Shopify admin, go to Customers > Companies.
Click the company that you want to add a customer to.
In the Customers section, click ⋮.
Click Add customer.
Click the search bar, and then select a customer.
Select the company location that you want to add a customer to, and then select company permissions next to the company location.
Select Add customer's orders to this location to add your customer's order history to a company location.
Optional: To notify your customer that they can start placing B2B orders, select Notify customer that they can start placing B2B orders.
Click Save.

iPhone

From the Shopify app, tap
Customers.
Tap Companies.
Tap a company.
In the Customers section, tap … > Add customer.
Tap the search bar, and then select a customer.
Tap the company locations that you want to add a customer to, and then select the company permissions next to each company location.
Select Add customer's orders to this location to add your customer's order history to a company location.
Optional: To notify your customer that they can start placing B2B orders, select Notify customer that they can start placing B2B orders.
Tap Save.

Android

From the Shopify app, tap
Customers.
Tap Companies.
Tap a company.
In the Customers section, tap … > Add customer.
Tap the search bar, and then select a customer.
Tap the company locations that you want to add a customer to, and then select the company permissions next to each company location.
Select Add customer's orders to this location to add your customer's order history to a company location.
Optional: To notify your customer that they can start placing B2B orders, select Notify customer that they can start placing B2B orders.
Tap ✓.

Migrate a customer and their order history to a company from a customer profile

From your Shopify admin, go to Customers.
Click the customer that you want to add to a company.
In the Customer section, click ⋮, and then click Add to company.
Click the search bar, and then select a company.
Select the company locations that you want to add a customer to, and then select company permissions next to each company location.
Optional: To add your customer's order history to a company location, select Add customer's orders to this location.
Optional: To notify your customer that they can start placing B2B orders, select Notify customer that they can start placing B2B orders.
Click Save.