we have all the customers now in Customers tab outside the wholesale. Do we need to add companies for each one of those customers manually one by one ? Or is there a quicker way to do this ?
Hi.
If you want to create companies from existing customers and are in Shopify Plus, you can use the ‘Add to company’ bulk action in the Customers dashboard, but note this will create 1 company per selected customer, so you may want to test the feature first with a few customers: https://help.shopify.com/en/manual/online-sales-channels/wholesale/channel/b2b-migration/companies-setup
Then you have apps like Matrixify that should be able to help with importing companies from a CSV file
Besides Shopify Plus has its own app and forms to collect and approve company data from customers, given that you want to do that: https://help.shopify.com/en/manual/b2b/companies/company-account-requests
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