Onboard B2B: Company Profiles
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Streamline B2B onboarding with company applications, account approval, and self-management for users
Simplify your B2B sign-up process! Onboard allows you to create and manage Companies using native Shopify Plus B2B features. Customize your wholesale application form to collect the data you need to approve prospective retailers and assign catalogs automatically using conditional logic. You can also allow company contacts to invite and manage other company buyers at that location. Plus, our site lock and checkout lock features ensure only authorized users can browse your store or place orders.
- Create companies in Shopify B2B with simple approval flows, including revisions
- Use custom fields on wholesale application and save data to B2B metafields
- Unlimited CSV bulk import for companies, contacts, and company locations
- Allow company contacts to manage locations, invite team members & define roles
- Prevent unauthorized checkout or block storefront access with access control
- Highlights
- Use directly in Shopify admin
- Works with the latest themes
Languages
English
Works with
Categories
Automation tasks
Customization
Account management
Access control
Pricing
Core
$150 / month
or $1,500/year and save 17%
- Shopify B2B Company application form
- Company account approval
- Self-manage portal for company contacts
- B2B Storefront lock
- B2B Checkout lock
- Email notifications
14-day free trial
Pro
$300 / month
or $3,000/year and save 17%
- All features from Core
- Dedicated account manager
- White glove onboarding
14-day free trial
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.
Reviews (10)
- 100% of ratings are 5 stars
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0% of ratings are 4 stars
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0% of ratings are 3 stars
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0% of ratings are 2 stars
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0% of ratings are 1 stars
This was the missing to B2B on Shopify. Shopify itself has a few quirks and needed enhancements but this app took care of so many issues that were causing lost time and inefficiencies. The support is great and walks through set up until you are ready to go live. They are extremely knowledgable about their app and just the overall operations of Shopify. Highly recommend Josiah and the team.
Thank you for leaving this review 😊 It's great to hear that Josiah was able to show you some of his extensive Shopify knowledge. It's our mission to empower merchants to make the most of the Shopify platform 💪🏼 Don't hesitate to reach out to us with any further questions, thoughts or concerns. We're here for it!
This app has significantly improved the user experience of our dedicated B2B store. It’s made the sign-up process far more automated and standardized—especially with the ability to save data directly to the company profile in Shopify. It’s also added valuable functionality for our customers to manage their company accounts, including permissions, addresses, and more.
Wow, thank you so much for this review 🤩
Taking the time to thoughtfully lay out what you've found so helpful in Onboard, is amazing. Thank you! We hope to continue saving you time and enabling your customers to manage their accounts. Please don't hesitate to reach out to us with any questions or even suggestions on how to make the app better!
This app and its excellent support team have been true partners in enhancing our Shopify B2B presence. Their deep expertise in Shopify has proved invaluable to us. 5/5 - highly recommend!
Thank you so much for persevering and leaving us this review! We know there were some technical issues that made it difficult for you 🫠
We genuinely appreciate your feedback and for taking the time to chat with us about Onboard in the first place. We're always here if you have any questions or suggestions, and again, thank you for taking the time to leave this review 😊
Support
App support provided by Helium.
Or visit their support portalResources
Launched
February 20, 2025 · Changelog
Data access
This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .
View personal data:
Customers, store owner
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Customers
Name, email address, phone number, physical address
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Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, products, companies and company locations, Shopify Functions, Online Store, Shopify admin
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Edit customers
Customer data
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Edit products
Products or collections
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Edit companies and company locations
Companies
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View Shopify Functions
Cart and checkout validations
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Edit your Online Store
Theme, metaobject definitions, or metaobjects
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Edit Shopify admin
Files
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View other data
Locations
