With our custom form builder you can create a flexible wholesale application form and sync data to Company metafields.
Set up approval presets to assign catalogs, payment terms, tax settings, and more. Or use automatic approval rules based on company size, location, or custom criteria. Approve trusted partners instantly while flagging others for review.
Empower your B2B buyers to manage their own team members, locations, and permissions without contacting your account reps.
Trusted by B2B Shopify Stores
Why Choose Onboard B2B?
Built for Shopify B2B & Shopify Plus
Native integration with Shopify's B2B platform. Create companies with approval flows, manage company profiles, and control access to your wholesale storefront—all within Shopify.
Automate Your Onboarding
Stop manually creating B2B accounts. Let customers apply through custom wholesale applications, approve them with one click, and let them manage their own company profiles and team members.
Powerful Self-Service
Reduce admin workload by empowering your wholesale customers to manage their own accounts. They can add locations, invite team members, and update company information without your intervention.
Everything You Need for B2B Onboarding
Streamline your wholesale customer onboarding with powerful automation and self-service tools.
Custom Wholesale Application
Collect the exact company information you need with custom fields tailored to your B2B requirements. Data is synced with Shopify and saved as Company metafields.
Company Account Approval
Review and approve B2B company applications before granting access to your wholesale storefront and checkout. Use approval presets to set catalogs, payment terms, and tax settings for different company groups.
Self-Management Portal
Allow Location Admins to create/manage locations, invite buyers and approvers.
Unlimited CSV Bulk Import
Import existing companies and contacts in bulk via CSV. Perfect for migrating from other platforms or batch onboarding.
Access Control
Use Storefront Lock to restrict access to your products, collections, and pages; or use Checkout Lock to prevent unauthorized checkouts.
Standardized Data Collection
Ensure consistent company profile data across all your wholesale customers for better management and reporting. All data synced with Shopify and saved to Company metafields.
What's a good fit?
All plans come with a 14 day trial
Core
Features:
- B2B company application form
- Company account approval
- Self-manage portal
- B2B Storefront and Checkout lock
- Unlimited CSV bulk import
- Custom fields for applications
- Access control management
- Company profile standardization
Pro
Core features plus:
- Dedicated account manager
- White glove onboarding
- Priority support
- Custom development consultation
- Advanced workflow customization
Here's What Our Customers Say About Onboard
This app was the missing piece to B2B on Shopify. It addresses quirks in Shopify's native B2B features. The support team, especially Josiah, guided us through setup and demonstrated extensive Shopify knowledge. Highly recommended!
United States
Onboard has significantly improved the user experience of our B2B store. It automates the sign-up process, standardizes workflows, and enables data to sync directly to company profiles. Our customers can now manage accounts and permissions themselves.
Canada
The Onboard app and support team are true partners in enhancing our Shopify B2B presence. The developer's deep expertise in Shopify has been invaluable. 5/5 recommendation!
United States
Support's unreal — fast, friendly, and actually fixes things. Helium's worth it for that alone. Shoutout to Jakin!
United States
Frequently Asked Questions
Onboard B2B integrates directly with Shopify's B2B platform. Wholesale customers fill out your custom application form, you review and approve their company, and they get immediate access to manage their own profile, locations, and team members.
Ready to Streamline Your B2B Onboarding?
20,000+ Shopify Merchants