Migration guide: Shopify
Shopify B2B to Crate
Without Shopify Plus you get up to 3 B2B catalogs. Plus starts at $2,300/month. Crate gives every account its own prices on any Shopify plan, from $50/month.
Shopify B2B runs wholesale from Shopify itself. Without Plus you are limited to three active catalogs. Crate connects to the same store and gives every account its own prices on any Shopify plan.
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Written by Crate. Sources reviewed .
Why businesses pick Crate over Shopify B2B
- Plus costs from $2,300/month for unlimited B2B catalogs. Crate Wholesale is $50-$150/month and works on any Shopify plan.
- Individual customer prices for every account, plus tiers, quantity breaks and category discounts, with no catalog limit.
- A branded wholesale portal on your own domain, beside the Shopify store you keep for retail.
- Standing orders (Growth). Shopify lists subscriptions as incompatible with native B2B.
- Invoices with payment terms, QuickBooks Online sync and roaster tools: roast weekdays, cutoffs and a production sheet.
Native Shopify B2B may still fit if you are already on Plus and want everything in one admin.
Cost: Shopify B2B vs Crate
| Plan | Price |
|---|---|
| Shopify Basic, Grow or Advanced (up to 3 B2B catalogs) | Your Shopify plan |
| Shopify Plus (unlimited B2B catalogs) | From $2,300/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 |
Shopify lists Plus from $2,300/month. Crate Wholesale starts at $50/month and works on any Shopify plan.[4]
Card payments carry no Crate fee. ACH on Crate invoices is 0.5%, capped at $5.
See Crate plans Crate vs Shopify B2B, feature by featureSwitching 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
- Percentage-based catalog adjustments are not in Shopify's catalog export, so note them before you switch.
- Unpublish B2B catalogs after buyers move so they see one set of prices.
What to export from Shopify B2B
| Data | How to get it |
|---|---|
| Products | Nothing to export. Connect your Shopify store to Crate and the catalog syncs. |
| Catalog prices | Export each catalog to CSV. Shopify includes only fixed-price products, not percentage adjustments.[1] |
| Customers | Export customers from Shopify (Customers, then Export). Large exports are emailed to you.[2] |
| Orders | Order history stays in Shopify. Export it to CSV if you want a copy.[3] |
How Shopify B2B maps to Crate
| In Shopify B2B | In Crate |
|---|---|
| Company and location | Wholesale customer account |
| Catalog | Price sheet or customer tier |
| Fixed catalog price | Individual customer product price |
| Payment terms | Payment terms on the account |
Sources
- 1. Shopify: creating and exporting catalogs
- 2. Shopify: export customers
- 3. Shopify: export orders
- 4. Shopify pricing
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 Shopify B2B 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