Announcing Onboard B2B: Native Shopify B2B Onboarding for Shopify Plus stores

We’re excited to unveil our latest app, Onboard B2B, recently featured in Shopify’s Summer Editions ‘25! Designed specifically for Shopify Plus merchants using Shopify’s native B2B platform, Onboard B2B streamlines the wholesale application and account management process from start to finish.

If you don’t know Helium, we are the team behind trusted Shopify apps like Customer Fields, Strike Automatic Discounts, and Meteor Mega Menu and we’ve been building Shopify Apps since 2015.

Launched in February 2025, Onboard B2B is the first app built specifically for streamlining Shopify B2B account creation and management for Shopify Plus merchants.
Whether you are just starting your wholesale channel or scaling an established B2B operation, Onboard B2B makes the process easier, faster, and fully integrated with native Shopify B2B features. Works with blended or dedicated wholesale environments!

Why Onboard B2B?

Shopify Plus gives you powerful native B2B tools. Now, you have a purpose-built way to onboard and manage wholesalers that fits seamlessly into your existing workflows. Capture wholesale applications, approve companies, and control who can access your store and checkout. Everything is integrated with Shopify B2B and company metafields.

How does Onboard B2B work with Shopify Plus stores using Shopify B2B?

Company self-management for teams

Once a company is approved, admins can manage their own team and locations directly through the customer account portal. Company self-management allows your wholesalers to assign roles and permissions, add or update shipping addresses, and keep company records up to date without needing your support. This helps get wholesalers up and running sooner, and reduces your support workload!

Create companies in Shopify B2B

Customize the company application form to collect wholesale inquiries. Automatically create Shopify B2B companies and assign catalogs, payment, and tax settings during approval. Need to create companies, locations, or contacts in bulk? Our company import tool is coming soon!

Build a Customizable Wholesale Application Form

Onboard B2B gives you a powerful form builder to create a bespoke company application form. Collect contact details, tax IDs, license numbers, shipping addresses, and more. Add custom input fields that map to company metafields, giving you complete flexibility in capturing business-specific data.

A Streamlined B2B Application and Approval Flow

No more back-and-forth emails or duplicate submissions. Let applicants revise and resubmit without creating a new application. Set up approval presets to automatically apply default catalog, payment, and tax settings to new companies or groups of companies that you are onboarding.

Access Control: gate checkout or storefront access

Access control ensures that only approved customers can browse the storefront or proceed to checkout. You can gate access so that visitors must be logged into a B2B Company account to view your storefront or place orders. This level of control is essential for keeping your wholesale experience secure and restricted to vetted buyers.

Built for Shopify B2B, Backed by Helium

We built Onboard B2B using Shopify’s B2B APIs for Shopify Plus. This ensures deep native integration with Company, Location, Contact, and Catalog features. There’s no need for third-party CRM tools or complicated manual workarounds. Everything happens within your Shopify admin and customer-facing storefront.
Just like all our apps, Onboard B2B reflects Helium’s commitment to intuitive design, powerful customization, and outstanding support.

Now or later?

Now

Onboard B2B is available now on the Shopify App Store. We are honored that Shopify featured it in Summer Editions ‘25 as a top solution for B2B merchants. If you’re ready to modernize your wholesale workflow, grow your B2B channel, and reduce manual tasks, Onboard B2B is for you.

Later

We’re actively considering and prioritizing features for Markets, Company imports, and VAT validation. Have thoughts? Let us know!