Use case for Mixtable Spreadsheet Editor
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.
B2B Operations - Acme Apparel Sync 3 changesPreview Trusted by thousands of Shopify stores
What you can do
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.
Load Shopify companies and company locations into worksheets, one row each, and edit the supported fields in bulk. New rows, typed in or imported from CSV, become new companies and locations when you sync.
View buyers, billing, shipping, tax, and payment-term data as read-only context alongside the fields Mixtable can update.
Start from a ready-made companies worksheet, or build your own with standard fields, all fields, or a custom ordered field set.
Manage wholesale and VIP catalog pricing in dedicated columns, with formulas that build prices from cost and margin targets.
Edit company and company-location metafields where supported, so account managers, regions, and custom terms live beside the standard fields.
With Mixtable Analytics Spreadsheet, add Net Sales, order count, Average Order Value, refunds, and quantity analytics to company and company-location sheets, and filter to the accounts you want to review.
Edit supported company and location fields, metafields, and catalog prices. Buyer, address, tax, and payment-term fields are available as read-only context.
In the spreadsheet
Company Locations - Northwind Sync 2 changesPreview 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.
Guide: Load your companies Catalog Prices - Wholesale 2026 Sync 4 changesPreview 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.
Guide: See B2B pricing in depth Company Metafields - Accounts Sync 3 changesPreview 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.
Guide: Organize your B2B data Account Review - Q2 2026 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.
Guide: B2B sales by company and locationReview and sync
Company, location, metafield, and catalog price edits stay as highlighted drafts in your worksheets. Open the preview on each worksheet, check the pending values, then run Sync to Shopify. Wholesale accounts are too important for accidental changes.
| Row | Company | Field | Pending value |
|---|---|---|---|
| 2 | Northwind Retail Group | Metafield: account_manager | Dana Reyes |
| 3 | Bergman & Sons | Company note | Priority wholesale account |
| 4 | Coastal Outfitters | Metafield: account_manager | Sam Ortiz |
| 5 | Hoshino Trading Co | Metafield: region | APAC |
| 6 | Atlas Department Stores | Company name | Atlas Department Stores Inc. |
Compare
Shopify's B2B features are powerful but admin-heavy. Here is how the options compare for day-to-day wholesale operations.
| B2B task | Mixtable | Shopify admin | CSV import and export | Wholesale 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 | Catalog CSV, fixed prices 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 | Live when you click Save | Applies on upload | Varies |
Comparison reflects typical B2B operations workflows. Shopify B2B availability depends on your Shopify plan.
Getting started
No per-company clicking. Load your accounts once and manage them like data.
Install the Mixtable Spreadsheet Editor from the Shopify App Store. Shopify B2B is available on Basic, Grow, Advanced, and Shopify Plus, with some features varying by plan.
Use the B2B Companies template, and add a company locations worksheet beside it.
Update supported company and location fields and metafields in bulk, and manage catalog prices in their columns.
Every edit stays a highlighted draft, so account changes never happen by accident.
Push reviewed changes back to your store in one move when you are ready.
Questions
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.
Yes. Add new rows to the Companies or Company Locations worksheet, or import a CSV to add many at once, and Mixtable creates those companies and locations in Shopify when you review and sync. It is a quick way to onboard a whole batch of new wholesale accounts.
Shopify B2B is available on Basic, Grow, Advanced, and Shopify Plus. Core features such as companies, company locations, catalogs, net terms, and quantity rules are available across those plans. Catalog limits, direct company catalog assignments, contextual storefronts, and advanced payment features vary by plan. Mixtable works with the supported B2B data your plan provides.
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.
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 Bulk edit Shopify prices page covers this workflow in depth.
Yes. Mixtable records every change to each variant's fixed B2B catalog price, whether or not a worksheet shows it, and records compare-at prices while a worksheet shows them. Cell history lists the old and new price, when it changed, and whether it came from Shopify or from a Mixtable sync, including who clicked Sync. B2B prices changed in Shopify are recorded when you download the latest prices.
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.
Yes. Related fields connect companies, locations, customers, and orders, and with Mixtable Analytics Spreadsheet, supported analytics can filter metrics by company or company location for account reviews.
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.
Keep going
Adjacent workflows and the help articles behind this page.
Open Mixtable for your store and keep every company, location, and catalog price in order.
