Codebeans B2B Partner Onboard icon

Codebeans B2B Partner Onboard

Smart B2B Onboarding

Codebeans B2B Partner Onboard streamlines signups, company management, and account approvals for faster, smoother, and more accurate B2B onboarding.

  • CSV Bulk Import
  • Company Management
  • API & Webhooks
View on the Shopify App Store
Codebeans B2B Partner Onboard

Built for Better B2B Experiences

Automated B2B Registration

Smart Company Setup

  • Company Profile Creation

    Automatically create Shopify B2B companies from signup forms.

  • Multiple Locations Support

    Assign billing and shipping locations during onboarding.

  • Role-Based Access

    Set buyer roles and permissions for each company contact.

Merchant Control & Efficiency

Boost B2B Conversions

  • Reduced Manual Work

    Eliminate emails and spreadsheets with automated onboarding.

  • Faster Time to Purchase

    Get approved buyers ordering sooner with smooth setup.

  • Scalable for Growth

    Handle large volumes of B2B applications effortlessly.

Wholesale Buyer Experience

Streamlined B2B Onboarding

  • Faster Approvals

    Collect complete company details upfront to approve B2B buyers quickly.

  • Accurate Company Data

    Capture verified business information to avoid manual follow-ups.

  • Structured Onboarding

    Organize companies, contacts, and locations from day one.

OUR MODEL

How Codebeans B2B Partner Onboard Works

From registration form to approved company account, in five steps.

All-in-One Platform for B2B Onboarding

Create custom B2B registration forms, collect company applications, review submissions, automate approvals, and manage your wholesale onboarding workflow from a single platform.

Customizable B2B Registration Forms

Customize B2B registration forms with drag-and-drop fields, conditional logic, translations, validation rules, and custom branding to collect the right business information.

B2B Account Registration & Approval

Businesses submit customizable B2B applications, while merchants review, approve, reject, or automate approvals to instantly create Shopify B2B company accounts.

Auto Approval & API Configuration

Configure automatic approvals and connect Shopify Flow, n8n, APIs, Auth0, and Webhooks to automate B2B onboarding workflows with minimal manual effort.

Import Companies from CSV

Upload a CSV file to create or update multiple B2B company records at once.

All-in-One Platform for B2B Onboarding
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Features

Everything You Need for B2B Onboarding

1

Custom B2B Registration & Approval

Create custom registration forms and manage B2B applications with streamlined approval workflows.

2

Company & Contact Management

Manage companies, contacts, locations, and important business information from one place.

3

Team & Account Management

Allow company contacts to manage team members, assign roles, and maintain their business accounts.

4

Bulk Import & Catalog Management

Import B2B data through CSV files and assign catalogs based on your business requirements.

PRICING

Easy Pricing for Smart Choices

Startup Plan

$50/month

or $500/year and save 17%

Includes a 3-day free trial. Billed in USD.

  • Shopify B2B account request form
  • Business account approval
  • Portal for managing company contacts
  • Storefront B2B form embed
  • Manage email notifications
Get started

Pro Plan

$120/month

or $1,200/year and save 17%

Includes a 3-day free trial. Billed in USD.

  • Everything in Startup
  • Unlimited CSV bulk import for companies
  • Storefront guest application form
Choose Pro

Advance Plan

$200/month

or $2,000/year and save 17%

Includes a 3-day free trial. Billed in USD.

  • Everything in Pro
  • Customer account representative
  • API integration and support
  • Auth0 integration
Talk to sales

Testimonials

What Our Clients Say

Codebeans B2B Partner Onboard has made it simple for us to manage registrations, approvals, and company accounts. The streamlined process saves our team time and keeps everything organized.

Client

We love how easy it is to manage our B2B customers. The registration and approval features help us onboard new business customers quickly and keep everything organized.

Client

CB B2B Partner Onboard gives us the tools we need to manage wholesale customers efficiently. From company details to team management, the entire process is much smoother now.

Client

Our B2B onboarding is now faster and easier to manage. The ability to organize companies, contacts, applications, and catalogs in one place has made a real difference.

Client

As our B2B customer base grows, this app helps us keep onboarding and account management under control. It is simple to use and fits perfectly into our workflow.

Client

Frequently Asked Questions

CB B2B Partner Onboard is designed to simplify the onboarding process for B2B and wholesale customers. It helps merchants collect business information, manage company profiles, and handle customer approvals efficiently.

Yes, Codebeans B2B Partner Onboard relies on Shopify Plus’s native B2B features like company accounts, locations, contacts, and catalog assignments.

Yes. You can create a customized B2B or company application form to collect the business information required for your onboarding process.

Yes. The app supports CSV bulk import for companies, contacts, and locations, making it easier to manage large B2B customer databases.

Yes. Company contacts can invite team members and assign roles, helping businesses manage their B2B accounts more efficiently.

Yes. The app helps you manage company profiles, contacts, and related B2B information in a streamlined way.

Advanced plans include API integration and Auth0 integration support for businesses that require more customized workflows.