Migrating your customers to a B2B company

When you add an existing customer to a company, you can also migrate their order history to a company and a company location. This allows you to add your existing D2C (direct-to-consumer) customers and their order history to an existing company.

Considerations for migrating customers and their order history to a company

Review the following considerations, before you migrate a customer and their order history to a company location:

• You can migrate only D2C (direct-to-consumer) orders to a company. B2B orders remain with the company they were created in.
• You can't migrate canceled or deleted orders.
• You can't split orders across different company locations, you need to select one company location to migrate orders to.
• You can add only a full customer's order history to a company, partial order history migration isn't supported. If your customer's order history includes both B2B and D2C orders, then only the D2C orders are added to the company.
• If you make a mistake, then you can remove the customer from the company. You have the option to remove the original orders that you migrated with the customer. Only the orders that were migrated will be reverted back to D2C.

Migrate a customer and their order history from a company page

1. From your Shopify admin, go to Customers > Companies.
2. Click the company that you want to add a customer to.
3. In the Customers section, click ⋮.
4. Click Add customer.
5. Click the search bar, and then select a customer.
6. Select the company location that you want to add a customer to, and then select company permissions next to the company location.
7. Select Add customer's orders to this location to add your customer's order history to a company location
8. Optional: To notify your customer that they can start placing B2B orders, select Notify customer that they can start placing B2B orders.
9. Click Save.

Migrate a customer and their order history to a company from a customer profile

1. From your Shopify admin, go to Customers.
2. Click the customer that you want to add to a company.
3. In the Customer section, click ⋮, and then click Add to company.
4. Click the search bar, and then select a company.
5. Select the company locations that you want to add a customer to, and then select company permissions next to each company location.
6. Optional: To add your customer's order history to a company location, select Add customer's orders to this location.
7. Optional: To notify your customer that they can start placing B2B orders, select Notify customer that they can start placing B2B orders.
8. Click Save.