WooCommerce B2B stores face the most complex migration challenges. Wholesale pricing, customer-specific pricing, tax exemptions, net payment terms, minimum order quantities — none of these migrate automatically to Shopify. This guide covers every B2B-specific aspect of a WooCommerce to Shopify migration.

WooCommerce B2B setup vs Shopify B2B: fundamental differences

Feature	WooCommerce (plugins)	Shopify B2B (Plus)	Shopify non-Plus
Wholesale/tier pricing	Plugin (WooCommerce Wholesale, WC B2B)	Built-in (price lists)	Via app (Wholesale Club, etc.)
Customer groups/roles	WordPress user roles	Companies + contacts	Via tags + app rules
Tax exemptions	Plugin (WooCommerce Tax Exempt)	Built-in per company	Via app/custom
Net payment terms	Plugin (WC Net Payment, Wholesale Payments)	Built-in (Net 15/30/60)	Via app (Charge Me Later, etc.)
Quote system	Plugin (WC Request for Quote)	Via draft orders	Via app (Quick Order Form, etc.)
Minimum order	Plugin rules	Cart validation rules	Via app
Customer-specific catalog	Plugin (hidden products per role)	Catalogs per company	Via app
B2B checkout customization	Theme + plugin	Shopify Plus Scripts/Functions	Limited

Shopify Plus vs. regular Shopify for B2B

For serious B2B operations, Shopify Plus is the right answer. Here's why:

Shopify Plus B2B features (as of 2026):

Native B2B company management (companies, locations, contacts)
Per-company price lists (percentage off retail, or custom prices per SKU)
Payment terms (Net 15, 30, 60, or custom)
Tax exemption per company
Separate B2B storefront or shared storefront with customer login
Company-specific catalogs (hide products from certain companies)
Draft order management for custom quotes
Shopify Functions for custom discount logic

Shopify Plus starts at $2,300/month (as of early 2026, based on volume). For stores doing less than $1–2M/year in B2B wholesale volume, the math may not work out. In that case, use regular Shopify with B2B apps.

B2B apps for regular Shopify

If Shopify Plus is not cost-justified:

App	Price	What it handles
Wholesale Club	$24–$99/mo	Wholesale pricing via customer tags, minimum orders, order forms
B2B Wholesale Solution	$14.99/mo	Custom pricing, quick order form, tax exemption, company accounts
Wholesale Gorilla	$39.95/mo	Wholesale tiers, net terms, minimum order quantities
Charge Me Later	$29/mo	Net payment terms (Net 30/60/90) without Shopify Plus
HandShake	Free (Faire)	Wholesale marketplace integration

Migrating WooCommerce customer groups to Shopify

WooCommerce uses WordPress user roles for B2B segmentation: Wholesale, Retailer, VIP, etc. Each role has different pricing rules enforced by plugins like WooCommerce Wholesale Prices or WooCommerce B2B.

In Shopify, B2B customers are identified by customer tags (on regular Shopify) or by Company membership (on Shopify Plus).

Option 1: Customer tags (regular Shopify)

For each WooCommerce user role, create a corresponding Shopify customer tag:

WooCommerce "Wholesale" role → Shopify tag "wholesale"
WooCommerce "VIP" role → Shopify tag "vip"

During customer migration (CSV import), include a "Tags" column and assign the appropriate tag to each customer based on their WooCommerce role. Then configure your B2B app to apply pricing rules based on these tags.

Option 2: Shopify Plus Companies

On Shopify Plus, create a Company for each business customer. Assign contacts (individual buyers) to companies. Apply a price list to each company.

This is more sophisticated than tags: companies have locations, credit limits, and payment terms. Migrating from WooCommerce roles to Shopify Plus Companies requires:

Export WooCommerce customers with their role data
Group customers by their business (if multiple contacts per company)
Create companies in Shopify Plus (manual or API)
Assign customers as contacts to companies
Apply price lists to companies

For stores with 50+ wholesale accounts, the Shopify Plus API allows bulk company creation and price list assignment.

Migrating wholesale pricing

WooCommerce wholesale pricing is typically stored as percentage discounts per role, or specific price overrides per product-role combination. Neither of these automatically maps to Shopify.

For percentage-based wholesale pricing

If all wholesale customers get "20% off retail," create a Shopify Plus price list with a 20% discount off the base price. Apply it to your Wholesale company segment. Products don't need individual price overrides.

For tiered pricing (volume discounts)

Volume discounts (buy 10+, get 15% off; buy 50+, get 25% off) require:

On Shopify Plus: Custom pricing per tier on the price list, or Shopify Functions for dynamic discount logic
On regular Shopify: Wholesale Club or Wholesale Gorilla apps support quantity breaks

For customer-specific pricing (different price per account)

If you have negotiated prices per business account (some WooCommerce B2B stores do this), Shopify Plus handles it via per-company price lists with individual SKU price overrides. On regular Shopify, this requires custom development or a sophisticated app.

Tax exemptions for B2B customers

WooCommerce B2B stores often use plugins to exempt certain customers from sales tax. In Shopify:

Shopify Plus: Tax exemption is a per-company setting — toggle "Tax exempt" on the company profile
Regular Shopify: Tax exemption is per-customer — toggle in the customer profile, or use the "tax-exempt" tag with some B2B apps

During customer migration, include tax exemption status in your export and apply it when importing customers to Shopify.

Net payment terms

Net payment terms (Net 15, Net 30, Net 60) — where B2B buyers pay after receiving the invoice — are not available on regular Shopify. Options:

Shopify Plus: Built-in payment terms per company (Net 15, 30, 60, or due on fulfillment)
Regular Shopify + Charge Me Later app: Allows net payment terms via a "pay later" checkout option
Draft orders: Create draft orders (Shopify's quote system) and send invoices manually — customer pays via email link. Works for low volume.

Migration approach for B2B stores

Phase 1: Product catalog (weeks 1–2)

Use k-sync to migrate all products from WooCommerce to Shopify
Set retail prices as base Shopify prices
Don't try to set wholesale prices during product migration — configure that after
Ensure all SKUs, variants, and stock levels transfer correctly

Phase 2: B2B configuration (weeks 2–3)

Install and configure your B2B app (or set up Shopify Plus B2B features)
Create customer groups / companies
Configure price lists or wholesale rules
Set up tax exemptions
Configure payment terms

Phase 3: Customer migration (week 3)

Export WooCommerce B2B customers with roles, addresses, and tax exemption status
Import to Shopify with appropriate tags or company assignments
For Shopify Plus: create companies and assign customers as contacts

Phase 4: Testing (weeks 3–4)

Log in as a B2B customer and verify wholesale pricing shows correctly
Test checkout with tax-exempt customer (ensure no tax charged)
Test net payment terms workflow (if applicable)
Test minimum order quantity enforcement
Have 2–3 actual B2B customers test the new store before launch

Phase 5: Communication and launch (week 4–5)

Notify B2B customers 2 weeks before launch with new login instructions
If account creation is required on Shopify (often needed for B2B), prompt customers to create accounts
Send password reset emails for imported customers
Go live with DNS cutover

Common B2B migration mistakes

Setting wholesale prices on products before configuring price lists: If you override product prices during migration, you lose the ability to show retail prices to non-wholesale customers. Set retail prices on products; use price lists/apps for wholesale.
Forgetting tax exemptions: B2B customers who were tax-exempt on WooCommerce will get incorrectly taxed on Shopify if you don't migrate their exemption status.
Not testing the wholesale login flow: Shopify's B2B account access is different from WooCommerce. Test the full customer journey (login → browse → cart → checkout) before launch.
Migrating too many products before pricing is configured: It's hard to bulk-apply price rules after migration if your product data is already in Shopify without the right metafields. Plan your B2B setup before migrating products.

WooCommerce B2B and wholesale store migration to Shopify (2026)