Onboard B2B: Company Profiles
- by Helium
- From $50/month. Usage charges apply. Free trial available.
- by Helium
-
Built for Shopify
- From $50/month. Usage charges apply. Free trial available.
Simplify B2B onboarding with custom wholesale applications, company account approval, tax ID validation, and self-service management.
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About the Onboard B2B: Company Profiles
This app helps B2B merchants create a modern onboarding process for wholesale buyers using native Shopify B2B features. Customize your wholesale application form with custom fields to collect the data you need from prospective retailers. The approval flow lets you review company applications and request revisions when needed.
Automatically assign catalogs to approved companies using conditional logic. Validate tax IDs across 115+ countries and match EU/UK/AU VAT IDs to business names for verification. Company contacts can manage locations, invite team members, and define user roles themselves.
Control store access with site lock and checkout lock features that prevent unauthorized users from browsing your storefront or placing orders. All custom field data saves directly to B2B metafields in Shopify, keeping your wholesale customer information organized and accessible.
Launched: February 20, 2025
Key features
- Create companies in Shopify B2B with simple approval flows, including revisions
- Use custom fields on wholesale application and save data to B2B metafields
- Validate tax IDs in 115+ countries; match EU/UK/AU VAT IDs to business names
- Allow company contacts to manage locations, invite team members & define roles
- Prevent unauthorized checkout or block storefront access with access control
Integrations with:
- Checkout,
- Customer accounts,
- Shopify Flow,
- Shopify Admin
Category:
Pricing of Onboard B2B: Company Profiles
Starter
$50 / month
Plus usage charges
- Shopify B2B Company application form
- Company approval flow & approval presets
- Tax ID validation for 115+ countries
- Access control: Site lock/Checkout lock
- Multi-language content translation
- Custom fields and conditional form rules
- CSV company import tool
- 10 Company approvals included monthly
Growth
$100 / month
Plus usage charges
- All features in Starter plan
- Discounted company approvals
- B2B self-service portal
- Self-service company contact invitations
- Self-service company location management
- 25 Company approvals included monthly
Enterprise
$300 / month
Plus usage charges
- All app features
- White-glove onboarding
- Dedicated account manager
- Priority support
- Feature request prioritization
- 200 Company approvals included monthly