Migration guide: Shopify
Bold Custom Pricing to Crate
Bold Custom Pricing sets prices and nothing more. Crate keeps per-customer pricing and adds a branded portal on your own domain, standing orders and invoicing, from $50/month.
Bold Custom Pricing sets customer-specific prices in Shopify. Crate keeps per-customer pricing and adds a wholesale portal, standing orders and invoicing, connected to the same catalog.
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Written by Crate. Sources reviewed .
Why businesses pick Crate over Bold Custom Pricing
- Per-customer prices plus a portal on your own domain where buyers order and reorder.
- Standing orders (Growth), invoices with payment terms and payment status in one place.
- Crate Wholesale starts at $50/month. Bold's Complete plan, the one with price export, is $129/month.
- When we checked on November 4, 2026, Bold Custom Pricing's Shopify App Store page said the app was not currently available there.
Bold may still fit if you only want prices changed in your store and buyers will keep ordering through it.
Cost: Bold Custom Pricing vs Crate
| Plan | Price |
|---|---|
| Bold Essential | $29/month |
| Bold Standard | $69/month |
| Bold Complete (includes Detailed Pricing export) | $129/month |
| Crate Starter (up to 10 active buyers) | $50/month |
| Crate Growth (up to 50 active buyers, standing orders, invoicing) | $80/month |
| Crate Plus (more than 50 active buyers) | $150/month |
Bold lists Custom Pricing at $29, $69 and $129 per month.[2]
Card payments carry no Crate fee. ACH on Crate invoices is 0.5%, capped at $5.
See Crate plansSwitching is quick: four steps
Crate imports your Shopify, Square or Clover catalog, and reads customer and product spreadsheets in any column layout. Run both tools side by side until it looks right.
- 01
Connect your store or upload products
Connect Shopify, Square or Clover and your catalog syncs into Crate, variations included. No store? Upload a product spreadsheet with a name and price for each item.
- 02
Upload your customer list
Upload the customer export as a CSV, in whatever column layout your old tool produced. Crate matches the columns for you. Each wholesale account needs a business name and an email. Choose their payment terms, such as Net 30, as you import.
- 03
Set each account's prices
Recreate your price lists and individual customer prices in Crate. Send us your price export and we will help you set them up.
- 04
Invite buyers when you are ready
Run both tools side by side while you check prices. When it looks right, send each buyer an invite to their portal. They set a password and order from their own portal.
Keep in mind
- Export your detailed pricing before you uninstall Bold, so you keep a copy.
What to export from Bold Custom Pricing
| Data | How to get it |
|---|---|
| Products | Nothing to export. Connect your Shopify store to Crate and the catalog syncs. |
| Detailed pricing | Export Detailed Pricing to CSV from Bold's Import/Export page. Bold lists this under its Complete plan.[1] |
| Customers | Export customers from Shopify (Customers, then Export).[3] |
| Orders | Orders are Shopify orders, so history stays in Shopify. |
How Bold Custom Pricing maps to Crate
| In Bold Custom Pricing | In Crate |
|---|---|
| Customer tag price group | Customer tier |
| Detailed price by variant | Individual customer product price |
| Quantity price | Price sheet with quantity breaks |
Sources
- 1. Bold: import and export prices
- 2. Bold Custom Pricing plans
- 3. Shopify: export customers
- 4. Bold Custom Pricing on the Shopify App Store
Based on each provider's published information on the review date, not a hands-on test. Plans and features change, so check with the provider.
Send us your Bold Custom Pricing export
Start a trial, upload your customer list and we will help you set up prices before your buyers move.
14-day free trial. No credit card required.
Nice Coffee Roasters, a Shopify roaster in Los Angeles, on running wholesale with Crate.
From Shopify merchants
“Any roaster or whoever asked if they should switch to Crate, I would say yes, 100%.”
Doug Meils, owner and head roaster, Nice Coffee Roasters
4.8 out of 5 on G2 (2 reviews)“User friendly, constantly getting better, easy and amazing customer service. Also, saved us some money.”
Doug M., Owner/head roaster, Nice Coffee Roasters, review on G2
“It stands inbetween software that costs 10x more, and software that does very little. Crate does a LOT for the money, and helps me run my business efficiently.”
Elliott K., Director, small business, review on G2