Manage Shopify B2B companies and catalogs

Load your B2B companies and company locations into a spreadsheet connected to your Shopify store. Update supported company and location fields and metafields in bulk, manage catalog pricing, and keep read-only account details visible for context, then review every change and sync to Shopify when ready.

Everything you need to run Shopify B2B from a spreadsheet

Mixtable loads your companies, locations, and B2B pricing into worksheets that stay connected to your store. Manage wholesale operations the way you already work, then sync reviewed changes back to Shopify.

Companies and locations

Load Shopify companies and company locations into worksheets, one row each, and edit the supported fields in bulk.

The operational details

View buyers, billing, shipping, tax, and payment-term data as read-only context alongside the fields Mixtable can update.

The B2B Companies template

Start from a ready-made companies worksheet, or build your own with standard fields, all fields, or a custom ordered field set.

B2B price lists and catalogs

Manage wholesale and VIP catalog pricing in dedicated columns, with formulas that build prices from cost and margin targets.

Company metafields

Edit company and company-location metafields where supported, so account managers, regions, and custom terms live beside the standard fields.

The full B2B picture

Add Net Sales, order count, Average Order Value, refunds, and quantity analytics to company and company-location sheets, with filters for the accounts you want to review.

Every company and location, one row each

Shopify B2B spreads company details across many admin pages. Mixtable puts companies in one worksheet and their locations in another, so supported account fields and custom data can be updated in one pass.

  • Edit supported company and location fields directly in cells
  • Edit company names, notes, external IDs, and customer-since dates
  • Edit location names, phone numbers, locales, notes, and external IDs
  • Sort and filter by any column to find the accounts that need work
Load your companies

B2B catalog and price list pricing, beside your companies

Each B2B catalog's price list becomes columns in your pricing worksheet, so wholesale and VIP tiers sit next to retail. Build prices from cost with margin formulas, and download the latest B2B prices from Shopify when they change outside Mixtable.

  • One set of price and compare-at columns per B2B price list
  • Build wholesale prices from cost with formulas, not manual math
  • Download current market and B2B prices from Shopify on demand
  • Review catalog price changes in the same preview as everything else
See B2B pricing in depth

Custom B2B data on companies and locations

Account managers, regions, delivery windows, contract references: the details that make B2B work usually live in metafields. Mixtable turns company and company-location metafields into columns where supported, so custom data gets the same bulk treatment.

  • Edit company metafields as regular columns where supported
  • Work with company-location metafields for per-location details
  • Fill values down whole account groups instead of typing them one by one
  • Reload defined metafields when your store's definitions change
Organize your B2B data

See how companies, locations, and orders connect

B2B questions are relationship questions: which locations belong to which company, which customers buy for them, and what each account actually orders. Related fields put those connections in front of you, while Net Sales, order count, Average Order Value, and refund analytics show how each company or location performs.

  • Company fields available beside related customers and orders
  • Filter supported analytics by company and company location
  • Export company worksheets to Excel or CSV for account reviews
  • Keep companies, locations, and catalog prices in one spreadsheet
Map your accounts

Review every B2B change before it reaches Shopify

Company, location, metafield, and catalog price edits stay as highlighted drafts in your worksheets. Open the preview, check each pending value, then run Sync to Shopify. Wholesale accounts are too important for accidental changes.

Preview changes
#
Record
Field
Pending value
Formula
1
Bergman & Sons
Company note
Priority wholesale account
2
Northwind - Madison
Location phone
(608) 555-0182
3
Coastal Outfitters
Metafield: account_manager
Sam Ortiz
4
Linen Trouser - 32
Wholesale price
$71.40
=ROUND(C3*0.6,2)
5
Atlas Department Stores
Company name
Atlas Department Stores Inc.

The B2B data you can work with

Edit supported company and location fields, metafields, and catalog prices. Buyer, address, tax, and payment-term fields are available as read-only context.

Companies Company locations Buyers (read-only) Billing details (read-only) Shipping details (read-only) Tax settings (read-only) Payment terms (read-only) Company metafields Location metafields B2B price lists Catalog prices Related orders

Mixtable vs other ways to manage Shopify B2B data

Shopify's B2B features are powerful but admin-heavy. Here is how the options compare for day-to-day wholesale operations.

B2B taskMixtableShopify adminCSV import and exportWholesale apps
Edit many companies and locations at once Yes, with a sheet One at a time Limited coverage Own data model
Keep payment, address, and tax data visible Read-only context Editable per location Limited coverage Varies
Manage catalog price lists in bulk Yes, with formulas Per catalog, manual Percent adjustments only Own pricing engine
Company and location metafields Yes, where supported One at a time No Rarely
Works with Shopify's native B2B Yes, same data Yes Partially Often separate system
Review changes before they go live Yes, then Sync to Shopify Saves instantly Applies on upload Varies

Comparison reflects typical B2B operations workflows. Shopify B2B availability depends on your Shopify plan.

From install to organized wholesale accounts in minutes

No per-company clicking. Load your accounts once and manage them like data.

1

Connect your store

Install the Mixtable Spreadsheet Editor from the Shopify App Store. Shopify B2B features require a plan that includes B2B.

2

Load companies and locations

Use the B2B Companies template, and add a company locations worksheet beside it.

3

Edit supported fields

Update supported company and location fields and metafields in bulk, and manage catalog prices in their columns.

4

Review pending changes

Every edit stays a highlighted draft, so account changes never happen by accident.

5

Sync to Shopify

Push reviewed changes back to your store in one move when you are ready.

Shopify B2B management questions

How do I manage Shopify B2B companies in bulk?

Install the Mixtable Spreadsheet Editor from the Shopify App Store and load your companies with the B2B Companies template. Each company becomes a row, supported fields become columns, and you edit them like any spreadsheet, then review your changes and run Sync to Shopify.

Do I need a specific Shopify plan for B2B?

Shopify's B2B features, companies, locations, and catalogs, are available on Shopify plans that include B2B, such as Shopify Plus. Mixtable works with the B2B data your plan provides.

Can I edit payment terms, addresses, or tax settings in Mixtable?

No. Those company-location fields can be loaded for reference, but they are read-only in Mixtable and must be updated in Shopify. Mixtable can bulk edit supported company and location fields, metafields, and catalog prices.

Can I bulk edit B2B catalog and price list prices?

Yes. Each B2B price list becomes price and compare-at columns in your pricing worksheet, where formulas can build wholesale prices from cost or retail. B2B prices can require a manual download to pull the latest values from Shopify first. Our pricing page covers this workflow in depth.

Can I edit company and company-location metafields?

Yes, where supported. Company and location metafields load as columns, so custom data like account managers, regions, and contract references can be updated in bulk alongside the standard fields.

Can I see orders and sales by company?

Yes. Related fields connect companies, locations, customers, and orders, and supported analytics can filter metrics by company or company location for account reviews.

Will my B2B changes sync to Shopify automatically?

No. Every edit stays a highlighted draft in the worksheet until you review it and run Sync to Shopify, which matters when the rows are your biggest wholesale accounts.

Run your Shopify B2B operations with a spreadsheet

Open Mixtable for your store and keep every company, location, and catalog price in order.