Ecommerce Growth

How to Migrate to Shopify Plus for B2B in 5 Easy-to-Follow Steps

Ecommerce Growth

How to Migrate to Shopify Plus for B2B in 5 Easy-to-Follow Steps


Are you wondering how to migrate to Shopify Plus for B2B to take your business to new heights? Migrating your B2B operations to Shopify Plus is definitely a substantial move, but it's one that can unlock a whole new world of potential growth and profitability for your established e-commerce business. At First Pier, we understand the challenges and concerns that come with making such a significant switch, and we're here to help.

Understanding the Importance of B2B on Shopify Plus

Between managing product inventory, customer data, payment processing, and shipping logistics, running an efficient online store can be intricate business. As a high-volume merchant looking to scale up, the blend of Direct-to-Consumer (DTC) and B2B wholesale commerce becomes even more complex. This is where Shopify Plus really shines, offering a robust set of advanced features that cater specifically to the needs of large businesses and high-growth companies.

With its ability to handle complex, high-volume transactions while offering an array of customization, automation, and integration options, Shopify Plus stands as an exceptional solution for those looking to ramp up their e-commerce operations.

Why Migrate to Shopify Plus for B2B?

Reasons to migrate to Shopify Plus for B2B - Migrate to Shopify plus b2b infographic pyramid-hierarchy-5-steps

There are several persuasive reasons to migrate to Shopify Plus for B2B including:

  • Customizable Operations: Tailor the shopping experience to suit your brand's identity and your customers' needs.
  • One Platform, Multiple Channels: A unified platform to manage both your DTC and wholesale selling.
  • Enhanced Customer Experience: Provide a self-service buying avenue to your B2B customers.
  • Scalable Growth: Seamlessly accommodate the growth and expansion of your business.

Next, we're going to take you through a 5-step guide to help you accomplish this with ease. It will ensure that your transition to a feature-rich platform like Shopify Plus not only boosts your business growth and profitability, but does so in a manner that is smooth and seamless. Stick around to unlock the full e-commerce potential of your business.

Step 1: Preparing for the Migration

Before we dive into the migration process, it's crucial to understand that a successful migration requires careful planning. As your trusted partner, we at First Pier are here to guide you through the process and ensure a smooth transition.

Reviewing the Migration Checklist

Prior to any migration, review the migration checklist. This checklist should cover all aspects of your current setup, including your product data, customer data, order history, and any customizations you've made to your store. This will help us map out a clear path for your migration to Shopify Plus for B2B.

One vital resource you can use is the B2B Migration Kit provided by Shopify, which includes steps for migrating, useful checklists, and links to helpful resources.

Understanding the Migration Process

Next, it's important to understand the migration process. Different migrations may require different operations — for instance, moving to a new store versus migrating within the same store. It's also essential to understand the implications of customizations, especially for checkout.liquid customizations, as these may affect the migration process.

During this stage, you can rely on our team at First Pier for expert advice. We'll guide you through the initial setup, ensuring your store settings, account management, and staff logins are correctly configured for a seamless migration.

Considering the Pros and Cons of a Blended Store vs. a Dedicated B2B Store

Finally, consider the structure of your online store. You could opt for a blended store, which caters to both B2B and B2C customers, or a dedicated B2B store. Each option has its pros and cons.

A blended store can offer a unified customer experience, simplifying management. However, it may lack some B2B-specific features. On the other hand, a dedicated B2B store can provide a tailored experience for wholesale customers, with features like custom price lists and bulk ordering, but it may require more resources to manage.

At First Pier, we'll help you weigh these options and choose the one that best fits your business goals. With our help, your journey to migrate to Shopify Plus for B2B will be as smooth and beneficial as possible.

Step 2: Setting Up Your B2B Operations

Once you've made the decision to migrate to Shopify Plus for B2B and have prepared accordingly, it's time to dive into setting up your B2B operations.

Creating Accurate Price Lists and Payment Terms

One of the most significant advantages of B2B on Shopify Plus is the ability to create custom price lists and payment terms for your wholesale customers. This allows you to offer the same products to your wholesale customers at different, often discounted, prices. You can even add wholesale-only products that aren't available in your retail store.

To set up these custom price lists, you'll want to migrate your price lists to B2B catalogs within the Shopify admin. This process will ensure that your wholesale customers see the correct prices when shopping in your store.

On the topic of payment terms, Shopify Plus offers the flexibility to establish specific payment methods for B2B customers, such as net payment terms. This is achieved by building a Payment Customization Function that hides certain payment options from B2B customers.

Adding Companies to Your Store

Another critical aspect of setting up your B2B operations is adding companies to your store. This involves creating accounts for your wholesale customers and assigning them to their respective companies. This way, you can manage all your wholesale customers and orders right from your Shopify admin dashboard, ensuring a seamless integration of your B2B and DTC operations.

Onboarding B2B Customers

Once you've created accounts for your wholesale customers, it's time to onboard them to the Customer Account self-service page. This step is crucial in ensuring a smooth transition for your customers from the Plus wholesale channel to B2B on Shopify.

The self-service page allows your customers to manage their own information, track orders, and view their assigned price lists. This not only provides an excellent customer experience but also reduces the workload for your team.

To help your customers navigate this new platform, consider creating a simple guide or tutorial that walks them through the process. The goal is to make the transition as smooth as possible so that your B2B customers can continue to do business with you without any hiccups.

Setting up your B2B operations is a significant step in your journey to migrate to Shopify Plus for B2B. At First Pier, we are here to guide you through this process and ensure that your B2B operations are set up for success.

Step 3: Migrating Your Data

Now that you're all set up, it's time to migrate your data from your existing store to your new B2B store on Shopify Plus. Don't worry - we've got you covered with a step-by-step guide to make the process as straightforward as possible.

Using the Wholesale Migration Tool

When it comes to moving your data, Shopify Plus provides a built-in tool that simplifies the process. You have the option to duplicate your existing store or use a third-party data importer app like Matrixify to move data between stores.

Moving Customers, Orders, and Theme Data

When moving customers, orders, and theme data, you have two main options:

  1. Duplicate your store: This approach involves creating a copy of your existing store, thereby ensuring all your data is transferred to your new store.

  2. Use a third-party app: Matrixify is a popular choice that allows for efficient data transfer between stores. With its help, you can move your customers, orders, and theme data from your old store to your new B2B store.

At First Pier, we recommend using Matrixify, especially if you're migrating a large amount of data. It's worth noting that this is a paid service, but the time and stress it saves make it a worthwhile investment.

Migrating Price Lists to Catalogs

Price lists are a critical part of your B2B operations, so migrate them accurately. To do this, you should:

  1. Copy your existing price lists to B2B catalogs from the wholesale channel.

  2. Export the catalogs from your Shopify admin that you want to include in your new B2B store.

  3. Navigate to the Shopify admin for your new store and import the catalogs.

  4. Optionally, you can assign catalogs to companies in bulk using the "Manage locations" option on any catalog or by using the bulk action on "Companies".

By following these steps, you can successfully move your price lists to your new B2B store on Shopify Plus.

Migrating your data is a crucial step in the process to migrate to Shopify Plus for B2B. It's essential to carefully plan this step and ensure all your data is accurately moved to your new store. If you need any assistance, we at First Pier are here to help you every step of the way.

Step 4: Testing the Buyer Experience

As you migrate to Shopify Plus for B2B, you need to remember that the end goal is to provide a superior shopping experience for your customers. After setting up your store and migrating your data, it's time to step into your customers' shoes and check the functionality of your store.

Ensuring a Smooth Transition for Your Customers

To make sure that your customers have a seamless experience when they visit your new B2B store, you need to test the buyer journey from their perspective. This involves placing test orders to gain first-hand experience of what your customers will encounter when purchasing from your store.

With Shopify Payments, you can place test orders with a live payment gateway, ensuring everything from the checkout process to the order confirmation emails function correctly. This is a critical part of testing as it gives you a clear understanding of your customers' shopping experience.

Moreover, you need to check the responsiveness of your site across various devices. Nowadays, customers use a range of devices such as mobiles, tablets, and desktop computers to shop online. Therefore, it's crucial to ensure that your Shopify store provides an excellent shopping experience to all your customers, regardless of their preferred device.

Checking the Functionality of Your Store

Before your store goes live, it's crucial to conduct a thorough functionality check. This includes reviewing your checkout process to ensure that shipping rates are displayed correctly, discount codes work, and customers can easily edit their carts.

Also, validate the existence of familiar payment methods like credit cards, PayPal, Google Pay, and Shop Pay. This level of detail is necessary to provide a smooth and hassle-free shopping experience for your customers.

Furthermore, as you migrate to Shopify Plus for B2B, ensure that the integration of your B2B operations like price lists and payment terms are functioning correctly. Review the display and application of your different price lists for your wholesale customers. Make sure that the payment terms you've set up are properly applied at checkout.

Lastly, don't forget to check your B2B self-service functionalities. Ensure that your customers can easily create accounts, view their orders, and manage their details. It's all about making the process as straightforward and user-friendly as possible.

At First Pier, we understand that this step can seem daunting, especially when you're dealing with a high volume of data and complex B2B functionalities. But remember, we're here to help you every step of the way, ensuring that your transition to Shopify Plus for B2B is smooth and successful.

Step 5: Launching Your B2B Store on Shopify Plus

Going Live with Your B2B Store

At last, after all the hard work and meticulous planning, it's time to go live with your B2B store on Shopify Plus. However, before you hit that launch button, make sure you've checked everything on your migration checklist. This includes ensuring all your integrations are functioning correctly, setting up any data tracking, and confirming your DNS settings and servers at least four weeks ahead of your go-live date.

Your custom domain name gives your store a professional look. Shopify supports custom domains, which can be added directly to your shop in the Domains section of your admin dashboard.

After thoroughly checking and rechecking everything and making sure the buyer experience is smooth, it's time to launch. At First Pier, we understand the excitement and anticipation that comes with launching a new B2B store on Shopify Plus. We'll be with you every step of the way, cheering you on as you take your business to new heights.

Monitoring Your Store's Performance

Now that your B2B store is live, the next crucial step is to monitor its performance. Keeping a close eye on your store's performance helps you make data-driven decisions and keep your store optimized.

Shopify Plus provides powerful analytics tools that give you insights into your sales, customers, and visitors. You can track your total sales, online store sessions, returning customer rate, online store conversion rate, and more. These metrics help you understand how your store is performing and where you need to make improvements.

In addition to these, Shopify Plus also offers advanced report builder which allows you to create custom reports based on your specific needs. You can monitor the behavior of your B2B customers, track your wholesale orders, and analyze the effectiveness of your pricing models.

Launching your B2B store on Shopify Plus is not the end of your journey, but rather the beginning. At First Pier, we're committed to helping you continually optimize and grow your B2B store on Shopify Plus. We're here to support you as you navigate the exciting world of B2B e-commerce and turn your store into a high-performing, sales-generating machine.

Migrating to Shopify Plus for B2B is a big step, but with the right preparation and ongoing monitoring, it can be a game-changer for your business.


Embracing the Future of B2B E-commerce with Shopify Plus

B2B e-commerce is the future, and Shopify Plus is at the forefront of this transformation, offering an all-in-one platform that's customizable, scalable, and reliable. With features like automated promotions, advanced APIs, and the power to run your B2B and direct-to-consumer business from one place, Shopify Plus offers a solution that's not just about having an online presence; it's about delivering a seamless shopping experience that keeps your customers coming back for more.

Migrating to Shopify Plus for B2B is more than just a change of platform; it's a strategic business move that can enable your business to grow, reach more customers, and maximize sales. As witnessed by Daphne Chen of Pond Los Angeles, who saw a growth of over 300% after switching to Shopify, the potential for business growth with Shopify Plus is immense.

How First Pier Can Help You Migrate to Shopify Plus for B2B

At First Pier, we're not just Shopify experts – we're your partners in success. We understand that the decision to migrate to Shopify Plus is a big one, and we're here to guide you every step of the way. From deciding on a store setup that works for your business strategy, to creating accurate price lists and payment terms, to onboarding B2B customers, we've got you covered.

Our comprehensive migration services ensure that every detail is handled, from product descriptions to customer histories and URL redirects. We are committed to making the transition as seamless as possible, allowing you to focus on what you do best - growing your business. With Shopify's 24/7 support and our expert assistance, you have a team of professionals ready to guide you through the migration journey.

First Pier excels in leveraging the plethora of advanced features offered by Shopify Plus to create a high-performance, customer-centric, and globally scalable business. We can assist you in integrating advanced Shopify Plus features such as unlimited staff accounts, customizable checkout, and API resources. Our services are designed to maximize the powerhouse that is Shopify Plus, enabling you to achieve your business goals and reach new markets.

In conclusion, with First Pier's expertise in Shopify development and optimization, you can unlock the full potential of Shopify Plus for your business. Are you ready to take the leap with First Pier and migrate to Shopify Plus for B2B? Your online store can transform into a high-performance, customer-centric, and globally scalable business. Contact us today and let's embark on this journey together.

First Pier and Shopify Plus partnership - Migrate to Shopify plus b2b infographic pillar-5-steps

This infographic represents the partnership between First Pier and Shopify Plus, showcasing the process of migration, the benefits of Shopify Plus for B2B, and the services offered by First Pier to help businesses achieve e-commerce success.

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