Use case
Automate Company & Contact Assignment in Shopify Plus
Automatically create approved B2B company records and assign new contacts to the correct company and location in Shopify Plus using the business information collected during registration.
Scenario
Manual Company Setup Creates Delays & Assignment Errors
When B2B applications are approved, merchants still need to create company records and connect users to the right company in Shopify Plus before customers can access the appropriate account.
Repeated data entry
Re-entering company, location, and contact details from registration forms into Shopify takes time and can introduce data-entry errors.
Manual company setup
Creating company, location, and contact records individually adds another step to an already lengthy approval process.
Incorrect user assignment
B2B contacts joining an existing company may be left unassigned or linked to the wrong company.
Solution
Automate Company Creation & User Assignment with miniOrange
The miniOrange Customer Accounts Login solution streamlines B2B onboarding by using registration data to create Shopify company records and automatically assign users to the appropriate company and location.
- Automatically create company, company location, and associated contact records after approval.
- Use registration data to populate Shopify records without requiring duplicate data entry.
- Assign new users to the appropriate company based on their verified business details (email domain, company ID, etc.)
- Keep company and user information aligned as new contacts join an existing organization.
Customer Journey
Move from B2B Registration to Company Access Without Manual Setup
Once an application is approved, the captured business information can flow directly into Shopify while new B2B contacts are routed to the appropriate company account.
- Customers submit company information through the registration form on the storefront.
- Approved applications trigger the creation of the required Shopify B2B company records.
- New contacts are matched to an existing company using their verified business details (email domain, company ID, tags).
- Approved B2B contacts continue to their assigned company account without manual intervention.
How it works
How Company Creation and User Assignment Works in Shopify B2B
Company & contact assignment flow
B2B pathSubmit registration
Customer provides company and location details via a custom registration form.
Approve application
Admin reviews and approves or rejects the B2B registration based on company verification.
Create company & location records
Approved applications are used to create company, location, and contact records in Shopify.
Assign contact to company/location
B2B contact's verified business details determine the correct company & location assignment.
FAQs
Can company & location records be created automatically after a B2B application is approved?
Yes. miniOrange's B2B onboarding solution can use the information captured during registration to automatically create the approved company, locations, and associated contacts in Shopify Plus.
How are new B2B contacts assigned to the correct company in Shopify?
B2B contacts can be assigned to their respective company and location through verified business information submitted during registration, such as an email domain, company ID, or tags.
Can I assign new B2B contacts to existing Shopify companies?
Yes. New B2B contacts can be mapped to an existing company in Shopify Plus instead of creating a new company record, which is useful when employees or additional contacts join an already-approved B2B organization.
Related
Related Use Cases
Automate B2B Onboarding Workflows
Create a structured registration and approval process for new B2B companies.
View use case
Self-Service Company Management
Let company admins manage users, roles, and company information without merchant support.
View use case
B2B login overview
See the full authentication toolkit for Plus Customer Accounts.
Explore B2B loginReady to implement B2B login and onboarding in your Shopify store?
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