Onboard B2B: Company Profiles
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Streamline B2B onboarding with company applications, account approval, and self-management for users
Do you offer a modern onboarding process for B2B buyers? Onboard B2B allows users to create and manage Companies using native Shopify B2B features. Customize your wholesale application form to collect the data needed to approve prospective retailers, and assign catalogs automatically using conditional logic. You can also allow Location admins to add new locations or contacts. 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
Languages
English
Works with
- Checkout
- Customer accounts
- Shopify Flow
- Shopify Admin
Categories
Automation tasks
Customization
Account management
Access control
Pricing
Basic
$50 / month
or $500/year and save 17%
For stores using other Shopify plans
Features
- Shopify B2B Company application form
- Company account approval
- Self-manage portal for companies
- B2B storefront and checkout locks
- CSV bulk imports for company records
- Custom fields and conditional form rules
- Email notifications
- Multi-language content translation
14-day free trial
Plus
$150 / month
or $1,500/year and save 17%
For stores using Shopify Plus
Features
- All features from Basic
- Company specific catalog assignment
- Company specific deposit requirements
- Pricing negotiable based on B2B volume
14-day free trial
Premium
$300 / month
or $3,000/year and save 17%
Available features based on Shopify plan
Features
- All app features
- White glove onboarding
- Dedicated account manager
- Priority support
- Feature request priortization
14-day free trial
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days. See all pricing options
Reviews (11)
- 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
made b2b easy for us! This is an amazing app with great support.
Thank you for leaving this review! We've enjoyed learning more about how you're leveraging Onboard B2B to save you time when verifying and onboarding your Geoshield installation professionals.
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 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.
Resources
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 customer data:
Sensitive data
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Sensitive data
Name, email address, phone number, physical address
View staff and contributor data:
Store owner
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Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, products, companies, Shopify Functions, Online Store, Shopify admin
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Edit customers
Customer data
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Edit products
Products, collections
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Edit companies
Companies
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View Shopify Functions
Cart and checkout validations
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Edit Online Store
Theme, metaobject definitions, metaobjects
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Edit Shopify admin
Files
-
View other data
Locales, locations
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