App Introduction
Simplify B2B Onboarding with Company Applications, Account Approvals, and User Self-Management Streamline your B2B registration process! Onboard lets you create and manage companies using Shopify Plus B2B native features. Customize your wholesale application form to collect the data you need to approve potential retailers, and use conditional logic to automatically assign catalogs. You can also allow company contacts to invite and manage additional corporate buyers at that location. Plus, our website locking and checkout locking features ensure only authorized users can browse your store or place orders.
Core Functionality
- Create companies in Shopify B2B with a simple approval process, including revisions
- Use custom fields in wholesale applications 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, and define roles
- Prevent unauthorized checkout or block storefront access via access control
Merchant-Friendly
- B2B Wholesale Merchants
- Enterprise E-commerce
- Multi-customer B2B Sellers
- Wholesale-retail Integrators
Basic Information
- Developer:Helium
- Address:6659 Kimball Drive, Ste. D402, Gig Harbor, WA, 98335, US
- Price: Free / Free plan
- Rating:5 / 5
- Comment Count:8 comment
- Release Date:2025-2-20
- Supported languages:English
- Compatible products:Shopify
Application Screenshot
Price Plan
Core
- Shopify B2B Company Application Form
- Company Account Approval
- Self-Management Portal for Company Contacts
- B2B Storefront Lockdown
- B2B Checkout Lockdown
- Email Notifications
Pro
- All Core Features
- Dedicated Account Manager
- White-Glove Onboarding Service
User Location & Comments
User Location
Comments
Shopify API Used
- POST /admin/api/companies.json
- PUT /admin/api/companies/{id}.json
- GET /admin/api/companies/{id}.json
Permission:write_companies,read_companies,manage_b2b
- POST /admin/api/wholesale_applications/metafields.json
- PUT /admin/api/wholesale_applications/metafields/{id}.json
- GET /admin/api/wholesale_applications/metafields.json
Permission:write_metafields,read_metafields,manage_wholesale
- POST /admin/api/imports/companies.json
- POST /admin/api/imports/contacts.json
- POST /admin/api/imports/locations.json
Permission:write_imports,read_imports,manage_b2b
- POST /admin/api/company_contacts/{id}/locations.json
- POST /admin/api/company_contacts/{id}/invites.json
- PUT /admin/api/company_contacts/{id}/roles.json
Permission:write_company_contacts,read_company_contacts,manage_b2b
- POST /admin/api/company_access_rules.json
- PUT /admin/api/company_access_rules/{id}.json
- GET /admin/api/company_access_rules.json
Permission:write_access_rules,read_access_rules,manage_b2b