Add B2B customers on Shopify

How it works

SparkLayer reads your Shopify customer tags. A customer with the b2b tag gets your Base customer group's prices and rules. To put them in another customer group, give them that group's tag as well, such as b2b-trade.

Find each group's tag under its name at Customers,Groups (opens in your SparkLayer Dashboard in a new tab)Opens in your SparkLayer DashboardTakes you straight to Customers › Groups to do this now, whichever platform you're on. Opens in a new tab., for example "Tag: b2b-trade".

Add a customer you already have

If the customer already has an account on your store, tag them:

1. In your Shopify admin, go to Customers (opens in your Shopify admin in a new tab)Opens in your Shopify adminTakes you straight to Customers to do this now. Opens in a new tab. and open the customer.
2. In the Tags box, type b2b and choose it, or add it as a new tag.
3. To put them in another group, add its tag too, for example b2b-trade.
4. Check they have a complete address, then click Save.

The next time they sign in to your store, they see your trade prices.

Tag many customers at once

1. At Customers (opens in your Shopify admin in a new tab)Opens in your Shopify adminTakes you straight to Customers to do this now. Opens in a new tab., tick the customers you want.
2. Click More actions > Add tags, enter b2b (and a group tag, if you use one) and click Save.

For a long list, you can also import a customer CSV with a Tags column in your Shopify admin. See Shopify's customer import guide (opens in a new tab).

Add a new customer from scratch

To set up a customer who doesn't have an account on your store yet:

1. In your Shopify admin, go to Customers,Add customer (opens in your Shopify admin in a new tab)Opens in your Shopify adminTakes you straight to Customers › Add customer to do this now. Opens in a new tab..
2. Enter their First name, Last name and Email.
3. Add their address, including the company name if they have one.
4. Under Tags, add b2b, and their group's tag if they're in another group.
5. Click Save.
6. Let them know they can sign in. How depends on your customer accounts version:
   • New customer accounts: there's nothing to send from Shopify. They sign in on your store with their email and a one-time code. Send them a link to your store's sign-in page.
   • Legacy customer accounts: on the customer's page, click Send account invite. Shopify emails them a link to set a password.

Let customers apply themselves

Rather than adding each customer yourself, you can let them apply for a trade account. A registration form collects their details, and you approve them by adding the tags. See B2B registration and login.

Check it works

Sign in to your store as the customer, or use Try it out, which signs you in as a test B2B customer. You should see your trade prices and the SparkLayer cart.

Troubleshooting

Next steps