Bulk edit Shopify B2B Companies

Mixtable makes it easy to view, edit, and analyze your Shopify B2B company information directly in a spreadsheet interface. You can start with our pre-built Companies template or add a new Company worksheet to any existing workbook.

Option 1 - Start with the Pre-built Companies Template

The fastest way to get started is with Mixtable’s pre-built Companies template.

1. Click the Create Workbook button.

2. In the template list, select Companies.

   

3. Mixtable automatically creates a new workbook with two worksheets:

   • Companies — lists all your Shopify B2B companies. By default the template adds the following fields as columns, but you can add & remove fields as needed to show the company data you want.

     • Name
     • Note
     • Total Spent Amount
     • Customer Since
     • Locations Count
     • Orders Count

   • Company Locations — lists each company’s locations

4. Mixtable preloads your existing Shopify company and location data into these worksheets.

Once loaded, you can:

• Edit company names, notes, or any other editable field.
• Add new companies or update existing ones.
• Export data to a CSV or Excel file if needed.

When you’re ready, click Sync Worksheet Changes to Shopify to push your edits back to Shopify. Mixtable will update your Shopify B2B company data accordingly.

Option 2 - Add a New Companies Worksheet to an Existing Workbook

You can also add a Company worksheet to any existing workbook using the standard Shopify data worksheet setup.

1. Click the Add Worksheet button at the bottom of the workbook.

   

2. In the dialog, select Shopify Data Worksheet.

3. Choose Companies as the data type.

4. Select which fields to show and their order.

   

5. Click Add Worksheet.

Your new worksheet will now display all Shopify company data for your connected store.

Editing and Syncing Company Data

Once your worksheet is set up:

• You can edit company names, notes, and other information directly in the spreadsheet.
• Use Bulk Tools to update multiple rows at once.
• Click Sync Worksheet Changes to Shopify to update Shopify with your latest edits.

Optional - Working with B2B Orders

You can also load and analyze B2B orders linked to your companies:

1. Create a new worksheet.
2. Select Shopify Data Worksheet → Orders.
3. Choose Conditional Worksheet.
4. In the filter settings, find the Order Type field.
5. Select B2B, then choose the columns you want and click Add Worksheet.

Your new worksheet will now load your existing B2B orders. Any new B2B orders will be automatically added to the worksheet.

Summary

• Use the Companies template to instantly create pre-linked worksheets for companies and locations.
• Or manually add a Company worksheet using the standard “Add Worksheet” process.
• Edit directly in Mixtable and sync changes back to Shopify at any time.
• Optionally, add B2B orders worksheets for deeper analysis.

With Mixtable, your entire Shopify B2B dataset — companies, locations, and orders — can be managed just like a spreadsheet.