Shopify B2B on Shopify Integration Setup: Step-by-Step Checklist (2025)

Shopify + B2B on Shopify implementation checklist (2025)

This section adds practical “make it stable” steps you can use after you install the app/connector. It’s intentionally lightweight: the goal is fewer sync surprises, cleaner reporting, and easier troubleshooting.

1) Quick setup checklist

• Permissions first: grant only the scopes you need (orders/customers/products as required) and document who owns the admin credentials.
• Data mapping: confirm how email, phone, currency, and SKU are mapped between Shopify and B2B on Shopify.
• Historical import: decide how far back to import orders/customers (avoid importing years of data if you don’t need it).
• Deduplication rules: pick one unique identifier per object (usually email for customers, order ID for orders) to prevent doubles.
• Alerts: set a lightweight alert path (email/Slack) for failed syncs, auth expiry, and API rate limits.

2) Data you should verify after connecting

Most integration issues show up in the first hour if you test the right things. Use the table below as a QA checklist (create a test order if needed).

3) Automation ideas for B2B

• Customer-specific pricing: define price lists/discount rules and keep them in sync across systems.
• Payment terms: make sure net terms + invoices match order status changes.
• PO numbers: require PO fields at checkout and map them into downstream records.
• Account approval: gate wholesale access and keep tax-exempt certificates organized.
• Reorder UX: enable quick reorders and quote-to-order workflows for repeat buyers.

API sanity check (Shopify Admin API)

If your integration UI says “connected” but data isn’t flowing, a quick API call helps confirm whether the store is accessible and returning the objects you expect.

# List the 5 most recent orders (GraphQL)
curl -X POST "https://your-store.myshopify.com/admin/api/2025-01/graphql.json" \
  -H "X-Shopify-Access-Token: $SHOPIFY_ADMIN_TOKEN" \
  -H "Content-Type: application/json" \
  -d "{\"query\":\"{ orders(first: 5, sortKey: CREATED_AT, reverse: true) { edges { node { id name createdAt totalPriceSet { shopMoney { amount currencyCode } } customer { email } } } } }\"}"

Tip: keep tokens/keys in environment variables, and test in a staging store/site before rolling changes to production.

4) KPIs to monitor (so you catch problems early)

• Sync freshness: how long it takes for a new order/customer event to appear in B2B on Shopify.
• Error rate: failed syncs per day (and which object types fail most).
• Duplicates: number of merged/duplicate contacts or orders created by mapping mistakes.
• Revenue parity: weekly spot-check that Shopify totals match downstream reporting (especially after refunds).
• Attribution sanity: confirm that key events (purchase, refund, subscription) are tracked consistently.

5) A simple 30-day optimization plan

1. Week 1: connect + map fields, then validate with 5–10 real orders/customers.
2. Week 2: enable 1–2 automations and measure baseline KPIs (conversion, AOV, repeat rate).
3. Week 3: tighten segmentation/rules (exclude recent buyers, add VIP thresholds, handle edge cases).
4. Week 4: document the setup, create an “owner” checklist, and set a recurring monthly audit.

Related integration guides

Browse all: integration guides.