Adobe Commerce B2B Features: Complete Magento 2 B2B Guide + Import & Export Tutorial for Magento 2 Companies, Requisition Lists, Shared Catalogs, and Quotes

- E-Commerce, Magento 2, Our extensions

Illustrative image for the Magento 2 B2B guide (MSI) with emojis, magento logo, and text on orange background

B2B e-commerce comes with a different set of requirements than traditional online retail. Businesses need to manage company accounts, customer-specific pricing, purchasing permissions, shared catalogs, quotes, and repeat orders — all within a single commerce environment. That is where Adobe Commerce B2B, often referred to as Magento B2B, becomes especially useful. Its native Magento 2 B2B features are designed to support complex buying relationships and give wholesalers, manufacturers, and enterprise merchants more control over how their customers purchase.

But managing B2B data can be challenging when your catalog, customer, ERP, CRM, or other business systems need to stay synchronized. Magento’s native data tools do not provide the same level of flexibility for importing and exporting B2B entities as they do for many standard store data types.

This is where the Improved Import & Export extension by Firebear adds value. It extends Magento’s data transfer capabilities with dedicated support for Magento 2 B2B entities, making it easier to exchange companies, shared catalogs, negotiable quotes, requisition lists, and other data with external systems.

In this guide, we break down the main Adobe Commerce B2B features, explain how Magento 2 B2B functionality works, and show how to import and export key B2B data efficiently.

Magento B2B Explained: What B2B Features Does Adobe Commerce Offer?

Adobe Commerce B2B is designed for businesses whose customers are other organizations rather than individual consumers. The key distinction between a standard e-commerce setup and a B2B storefront is that a B2B purchase rarely ends with simply adding a product to a cart and paying. Buyers may need company accounts, multiple users with different permissions, negotiated prices, approval rules, purchase orders, and access to a restricted product assortment. So, what B2B features does Adobe Commerce offer? Its native B2B functionality addresses these requirements through a set of connected tools:

Magento 2 B2B feature What it does Typical B2B use case
Company Accounts Creates an account structure for a business with multiple buyers, users, roles, and permissions A distributor manages purchasing access for different employees
Shared Catalogs Shows specific products and prices to selected companies or customer groups A manufacturer gives one customer access to a contracted product range
Negotiable Quotes Lets buyers and sellers negotiate order prices before checkout A wholesale customer requests a better price for a large order
Requisition Lists Saves frequently purchased products for fast reordering A business repeatedly orders the same supplies every month

These Adobe Commerce B2B features work together rather than functioning as isolated tools. For example, a company account can contain multiple buyers, a shared catalog can determine which products those buyers can see, and negotiated or company-specific pricing can control what they pay. Requisition lists then support repeat purchasing and internal approval workflows.

That makes Magento 2 B2B particularly relevant for manufacturers, wholesalers, distributors, suppliers, and other companies that sell through contracts, account relationships, volume orders, or negotiated terms. It is less about adding a separate “B2B storefront” and more about adapting the commerce platform to the way businesses actually purchase from one another.

Also, note that these capabilities are part of Adobe Commerce’s native B2B toolkit, while businesses using Magento Open Source generally need third-party extensions or custom development to reproduce similar workflows.

Understanding these core Magento B2B features is important before working with B2B data. The next step is to look at each entity in more detail and, in particular, how companies, shared catalogs, negotiable quotes, and requisition lists can be imported and exported.

Magento 2 B2B Features Explained: Company Accounts, Shared Catalogs, Quotes, and Requisition Lists

Business customers should be able to purchase according to the structure and rules of their organization. That’s the simple idea behind Adobe Commerce B2B. Instead of treating every buyer as an independent customer, it connects companies, users, permissions, catalogs, pricing, quotes, and repeat-order workflows into a single purchasing environment in a single Magento 2 B2B workflow, identifying the company account as the central B2B entity on which several other capabilities depend.

The most important Magento B2B features covered in this section are company accounts, company roles and permissions, shared catalogs, negotiable quotes, and requisition lists. Each solves a different part of the B2B purchasing process, but their real value comes from how they work together.

Adobe Commerce Company Accounts: Build a B2B Purchasing Structure Around Each Business

A company account represents a business customer rather than an individual shopper. This Magento 2 B2B feature can contain multiple users organized into a company hierarchy, with different roles and permissions for employees who participate in purchasing. Adobe Commerce also lets merchants configure company-specific settings such as credit limits, payment and shipping methods, quote availability, and purchase order support.

This is particularly important when a customer organization has several people involved in procurement. One employee may browse products and prepare an order, another may manage quotes, while a manager or purchasing officer controls approvals.

In practice, a company account gives both the merchant and the customer a common structure for managing Adobe Commerce B2B activity:

  • One business entity can have multiple buyers.
  • Users can be organized into divisions, departments, or reporting relationships.
  • Company administrators can manage users and assign responsibilities.
  • Merchants can associate the company with specific pricing and B2B purchasing settings.
  • Company credit and purchasing activity can be managed at the organization level.

You can find and manage company accounts in Customers → Companies in the Adobe Commerce admin panel:

Magento B2B company accounts in the admin

Example: A wholesale electronics distributor sells to a retail chain with 50 purchasing employees. Instead of maintaining 50 unrelated customer accounts, the retailer operates through one company account with separate users, permissions, and purchasing responsibilities.

Why Company Accounts Matter in Magento B2B

Company accounts are the foundation for many other Adobe Commerce B2B features. Shared catalogs and negotiable quotes, for example, depend on company-account functionality being enabled.

Magento 2 B2B Company Roles and Permissions: Control Who Can Buy, Quote, and Approve

A business rarely gives every employee unrestricted access to purchasing. Magento 2 B2B roles and permissions let companies reproduce these internal responsibilities within the storefront.

The company administrator can create roles and assign permissions that control access to sales information and actions. Depending on the role, a user can be allowed to place orders, use company credit, view their own orders, access subordinate users’ orders, request and manage quotes, or complete checkout with an approved quote.

This makes the feature more than simple user management. It creates a purchasing hierarchy that can reflect the customer’s actual organization.

Example: A manufacturing company could give warehouse employees permission to place routine orders, allow procurement specialists to request negotiable quotes, and reserve higher-level purchasing actions for department managers.

Why Roles and Permissions Matter in Adobe Commerce B2B

Role-based access reduces the need for manual control over every transaction. Instead, purchasing authority becomes part of the company’s account structure, helping businesses keep B2B ordering aligned with internal approval and responsibility models.

Magento B2B Shared Catalogs: Give Different Companies Their Own Products and Prices

Shared Catalogs address one of the most common B2B requirements: different customers often need different assortments and different prices.

Adobe Commerce allows merchants to create gated catalogs with custom pricing and assign them to specific companies. In addition to the general public catalog, merchants can create custom shared catalogs that are visible only to members of designated company accounts.

This means you can use the same Magento installation to manage different commercial relationships without creating a separate storefront for every customer.

Shared catalogs can be used to:

  • Present a customer with a restricted product assortment.
  • Apply company-specific pricing.
  • Create different pricing levels for different business customers.
  • Control which products are available to particular company accounts.

You can manage shared catalogs under Catalog → Shared Catalogs:

Magento B2B shared catalog section in the admin

Example: A chemical supplier may sell the same Magento catalog to several types of customers but create a shared catalog for a large manufacturing client containing only the approved products and negotiated prices for that account.

Why Shared Catalogs Matter in Magento 2 B2B

For B2B merchants, catalog personalization is often more important than the public product catalog itself. Shared Catalogs let businesses turn customer-specific contracts and assortments into a storefront experience, reducing the need to maintain separate sites for every pricing relationship. Adobe specifically describes shared catalogs as a way to maintain custom pricing for different companies.

Magento 2 Negotiable Quotes: Turn Price Requests Into a Structured Workflow

Negotiable Quotes bring traditional B2B price negotiation into the Magento storefront. An authorized company buyer can submit a quote request from the shopping cart, while a seller can also create a quote on behalf of a buyer from the Admin. The two sides can then adjust quantities, add or remove items, request discounts, and negotiate terms until they reach an agreement.

The process is more structured than exchanging prices by email. Magento maintains the quote record and its communication history, while the final negotiated price can be used for checkout once the parties agree.

A typical workflow looks like this:

Buyer creates cart → Quote is submitted → Seller reviews terms → Price or quantities are negotiated → Quote is approved → Buyer completes checkout

Merchants can also configure quote-related rules such as the minimum order amount required to request a quote and the quote lifetime. Access to quote actions is controlled through the relevant company and role permissions.

You can access all quotes in Sales → Quotes:

Magento 2 B2B Negotiable Quotes in the admin

Example: A construction company prepares a large materials order worth $50,000. Instead of checking out at the listed price, an authorized buyer submits the cart as a quote request. The sales representative reviews the order, applies a negotiated discount, and returns the quote for approval.

Why Negotiable Quotes Matter in Adobe Commerce B2B

For high-value B2B sales, pricing is often not fixed at the product-page level. Negotiable Quotes provide a native workflow for handling those exceptions while keeping the negotiation connected to the order and customer account.

Adobe Commerce B2B Requisition Lists: Make Recurring B2B Orders Faster

Requisition Lists are designed for customers who repeatedly purchase the same products. Instead of rebuilding a recurring order from scratch, a buyer can save frequently purchased items to a list and add them to the cart again when needed. This Adobe Commerce B2B feature allows customers to maintain multiple lists for different vendors, teams, buyers, campaigns, or other recurring workflows.

Unlike a typical wishlist, a requisition list is intended for repeat procurement. Items remain on the list after they are added to the cart, so the same list can be reused for future orders.

Adobe Commerce B2B requisition lists are created and accessed by customers from their My Account → Requisition Lists dashboard:

Magento B2B Requisition Lists in the customer account of a Magento 2 B2B website

Example: A hospital procurement team maintains separate requisition lists for surgical supplies, office materials, and cleaning products. When a new purchasing cycle begins, employees can add the required items to the cart directly from the appropriate list rather than searching through the catalog again.

Why Requisition Lists Matter in Magento 2 B2B

For businesses with predictable purchasing patterns, this feature reduces repetitive work and makes recurring procurement more efficient. It is especially useful for wholesale supplies, office products, industrial components, medical inventory, and other frequently reordered goods.

How These Magento B2B Features Work Together

The real strength of Magento B2B is not any single feature. It is the way the features form a connected purchasing workflow.

A typical business customer might use the platform like this:

  • Company account → establishes the organization and its users
  • Roles & permissions → determines who can perform each purchasing action
  • Shared catalog → controls which products and prices the company sees
  • Negotiable quote → handles orders that require custom pricing
  • Requisition list → simplifies future repeat purchases

Additional Adobe Commerce B2B capabilities extend this workflow further. For example, purchase orders and approval rules can introduce formal approval processes, while Quick Order allows buyers who already know the SKU or product name to place orders with fewer steps.

Taken together, these capabilities explain what makes Magento 2 B2B features different from standard ecommerce functionality. They are designed around organizational purchasing rather than one-off consumer transactions.

The next challenge is data management. As B2B operations grow, merchants often need to move companies, users, shared catalogs, quotes, requisition lists, and related data between Magento and external systems. That is where Magento’s standard data-transfer capabilities can become limiting and where a dedicated import and export solution becomes useful.

Why Import/Export Matters in Magento 2 B2B Workflows

Managing B2B operations in Magento 2 often involves large volumes of data, from onboarding hundreds of companies to updating requisition lists and personalized catalogs. But here’s the catch: the default Magento 2 import/export tools don’t support B2B-specific entities like companies, shared catalogs, or negotiable quotes. This creates a major bottleneck for B2B merchants looking to scale efficiently.

That’s where Firebear Studio’s Improved Import & Export (IIE) extension, paired with the B2B Add-on, becomes essential. Together, they unlock full support for all major Magento 2 B2B entities, enabling seamless, automated, and accurate data transfer between your store and external systems — including CRMs, ERPs, and supplier databases.

How Magento 2 B2B Import/Export Enhances Operational Efficiency

Bulk data import and export are critical for modern B2B workflows. With the Improved Import & Export extension, you can:

  • Onboard thousands of Magento 2 B2B companies in one go — perfect for wholesalers and distributors expanding rapidly.
  • Synchronize shared catalogs with negotiated pricing from your ERP or pricing engine.
  • Automate requisition list updates based on customer behavior or seasonal needs.
  • Export quote requests and approvals to your sales CRM for offline processing.

All of this reduces manual work, eliminates human error, and drastically cuts down the time required for routine tasks.

Improved Import & Export for Magento 2 B2B Features: Key Capabilities

The Firebear IIE module, enhanced by the B2B Add-on, offers a full toolkit for Magento 2 import/export automation:

  • All B2B Entities Supported: Companies, quotes, requisition lists, shared catalogs, and more — all available for bulk transfer.
  • Advanced Attribute Mapping: Align incoming data fields with Magento 2 requirements using smart attribute mapping. Ideal for third-party data sources.
  • Multi-Format Support: Work with CSV, XML, XLSX, ODS, and JSON — no manual conversion required.
  • XSLT for XML: Use XSLT templates to import complex XML files from legacy systems or external vendors.
  • Multiple File Sources: Import/export from FTP/SFTP, REST or SOAP API, Dropbox, direct uploads, and more.
  • Google Sheets Integration: Update Magento B2B data directly from collaborative spreadsheets.
  • In-Process Data Adjustments: Modify values on the fly — adjust prices, create missing attributes, or clean up data during the import.
  • Custom Development Friendly: With open source code and integration-ready architecture, you can tailor the extension to your unique B2B needs.

If you’re running a Magento 2 B2B store, automating data workflows isn’t just a convenience — it’s a competitive advantage. And with Firebear’s solution, you get the flexibility and precision needed to manage large-scale operations without friction.

How to Install B2B Add-On for Improved Import and Export

NOTE: Before installing B2B Add-On make sure you have installed the Improved Import and Export extension.

Follow these steps to install the B2B Add-On for Improved Import and Export:

  1. Navigate to your store root folder in the SSH console of your server:
  2. Install B2B Add-On by running the command:
  3. Enable B2B Add-On by running:
  4. Deploy content and flush store cache, log out from the backend, and log in again. Run:

    and:

Congratulations, you have installed the B2B Add-On for the Improved Import and Export extension. Now, we can introduce you to the world of Magento 2 B2B import and export processes.

How to Import and Export Magento 2 B2B Features with Improved Import & Export

Handling large volumes of B2B data manually can be time-consuming and error-prone. That’s why Firebear Studio’s Improved Import & Export extension, combined with the B2B Add-on, is essential for Magento 2 B2B merchants. Whether you’re managing companies, shared catalogs, or requisition lists, you can automate data flows with precision and speed.

Below is a step-by-step breakdown of how to import and export Magento 2 B2B entities efficiently.

🟢 Magento 2 B2B Import Workflow

The Magento 2 B2B import process is nearly identical to a standard import using the IIE extension. The only key variation is the selected B2B entity and the corresponding CSV.

To import B2B data in Magento 2:

  1. Navigate to: System → Improved Import/Export → Import Jobs
    Magento 2 B2B import jobs in the admin of the Improved Import & Export extension
  2. Add a New Job: Click “Add New Job”, give it a meaningful name, and configure the schedule (manual run or automated via cron).
    General settings of the Magento 2 B2B import job of IIE: job title and automation
  3. Select a Magento 2 B2B Entity: Choose from:
    • Company
    • Company role
    • Shared catalog
    • Quote
    • Requisition list
      Magento 2 B2B entity selection for the import job - company data import to Adobe Commerce
  4. Set Import Behavior:
    • Add/Update existing records
    • Replace existing entries entirely
    • Delete existing data
  5. Choose File Format and Source: Supported file types include CSV, XML, JSON, XLSX, and ODS. Import sources include a local server, FTP/SFTP, Dropbox, REST/SOAP API, Google Sheets, etc.
    Import Source configuration for Magento 2 B2B import: CSV as file type, Google Sheets as import source
  6. Apply Attribute Mapping (If Required): If your source file uses third-party attribute names, use the built-in mapping tool to match them with Magento 2’s structure, or adjust the file before upload to skip mapping.

Now you’re ready to import Magento 2 B2B companies, quotes, catalogs, or requisition lists seamlessly — no manual entry required.

🔵 Magento 2 B2B Export Workflow

Exporting B2B data with Improved Import & Export is just as straightforward. It lets you generate a file based on selected Magento 2 B2B data.

To export B2B entities from Magento 2:

  1. Navigate to: System → Improved Import/Export → Export Jobs
  2. Create a New Export Job: Click “Add New Job”, enter a job name, and define scheduling options.
  3. Select a Magento 2 B2B Entity to Export: Options include:
    • Company
    • Company role
    • Shared catalog
    • Quote
    • Requisition list
      Adobe Commerce magento b2b export settings: entity selection for b2b company data export
  4. Choose Output File Format: Export your data as CSV, XML, JSON, XLSX, or ODS — depending on your business requirements or external system compatibility.
  5. Select Export Destination: Define where the exported file should be delivered:
    • Local storage
    • Remote FTP/SFTP server
    • Dropbox
    • Google Drive or Sheets
    • REST/SOAP API for third-party integrations
  6. Configure Optional Filters: You can filter the export by specific conditions — for example, only exporting B2B companies created in the last 30 days, or filtering shared catalogs by company.

Once saved, you can run the export manually or let it execute automatically based on your chosen schedule.

With Improved Import & Export for Magento 2 B2B, you’re no longer limited by Magento’s default tools. You gain full flexibility to import or export complex B2B data structures — on your terms, across any file format or destination.

Next, let’s explore how to work specifically with each Magento 2 B2B entity.

Step-by-Step: How to Import B2B Companies in Adobe Commerce

Magento 2 B2B companies can be imported in bulk using a properly structured CSV file and the Improved Import & Export extension. This process is ideal for onboarding business clients, syncing with CRMs, or migrating from another e-commerce platform.

Firebear Studio provides a ready-to-use Magento 2 B2B Companies sample table via Google Sheets. You can use this as a starting point when preparing your data.

🔍 Key Attributes for Magento 2 B2B Companies CSV

Each row in your import file represents one company. Below is a summary of key attributes you can use in the table:

  • company_name (required) – The display name of the company
  • company_email (required) – A unique email identifier for the company (not the admin)
  • status (required) – Company status: 0 = pending, 1 = active, 2 = rejected, 3 = blocked
  • street, city, region_id, postcode, country_id – Legal address fields
  • customer_group_id or customer_group_code – Assign company to a shared catalog group (ID takes priority if both are filled)
  • sales_representative_id or sales_representative_email – Assign a sales rep by Magento admin ID or email (ID takes priority)
  • email, firstname, lastname, job_title – Creates the company’s admin user
  • credit_limit, balance, currency_code – Set company credit terms
  • is_quote_enabled – Enables negotiable quotes (1 = yes, 0 = no)
  • available_payment_methods – Limit which payment methods are available for the company

You only need to include the required fields to successfully create a company, but using more attributes gives you full control over company configuration.

🛠️ Advanced Import Options for B2B Companies

  1. Assign Sales Representatives by Email. By default, Magento 2 only supports assigning a sales rep using their admin user ID. However, Firebear’s solution adds the ability to use the sales_representative_email attribute, making integration with external systems easier.
    If both sales_representative_id and sales_representative_email are provided, the ID value is prioritized.
  2. Assign Customer Groups by Name. Similarly, Magento natively supports assigning companies to customer groups by ID only. The Improved Import & Export extension adds customer_group_code, allowing you to use group names.
    If both customer_group_id and customer_group_code are filled, the system prioritizes the ID.
  3. Auto-Create Company Admins. When importing a company, the admin user account (super-user) can be created automatically using the email, firstname, lastname, and job_title fields. This enables faster onboarding and streamlined role setup.

➡️ Magento 2 B2B Company Import

Once your CSV is ready, follow the standard IIE import workflow:

  • Go to System → Improved Import/Export → Import Jobs
  • Create a new job and select “Company” as the import entity
  • Choose your file source and format (CSV, XML, etc.)
  • Map attributes if needed
  • Run the job or schedule it for automation

With this process, you can import Magento 2 B2B companies at scale, assign team roles, configure payment preferences, and connect your store to external systems — all without manual data entry.

📚 For more details and a complete guide, visit: How to Import and Export Magento 2 B2B Companies

Importing Magento 2 B2B Company Roles: Structure, Permissions & Best Practices

When managing B2B accounts in Magento 2, assigning roles to company users is essential for maintaining control, security, and operational clarity. Magento 2 B2B company roles define what each employee within a company can see and do, from viewing quotes to managing orders. With the Improved Import & Export extension, you can bulk import these roles using a properly formatted CSV file.

To streamline the process, the Firebear team has created a Magento 2 B2B Company Roles sample table in Google Sheets. This template provides all the necessary fields and sample values, helping you get started quickly.

📋 Key Attributes for Magento 2 Company Roles Import

Each row in your import file defines a specific role within a company and the users assigned to that role. Here’s an overview of required attributes:

  • role_name – The name of the role (e.g., “Manager”, “Procurement Lead”). You can use any symbols or text here.
  • company_email – The email address of the company to which the role belongs. This must match an existing company’s email.
  • user_emails – One or more customer email addresses to be assigned this role. Separate multiple emails with commas, no spaces.
    Example: john@doe.com,jane@company.com
  • permissions – A list of permissions that define what the role can access in the Magento 2 B2B account (e.g., quotes, orders, company info). To avoid errors, it’s recommended to export existing company roles first to see all supported permission values.

➡️ Magento 2 B2B Company Role Import

Once your role table is ready, you can use the standard Magento 2 import process powered by the Improved Import & Export extension:

  • Go to System → Improved Import/Export → Import Jobs
  • Create a new job and choose “Company Role” as the entity
  • Upload your prepared file or choose a remote source (FTP, API, Dropbox, etc.)
  • Run or schedule the import

By automating this task, you can assign multiple employees to appropriate roles within each company in just a few clicks, perfect for fast B2B onboarding or CRM-to-Magento syncing.

📚 For more details and a complete guide, visit our guide to Magento 2 B2B Companies

Working with Magento 2 Requisition Lists in Adobe Commerce: Import Nuances and Best Practices

Requisition lists are one of the most useful Magento 2 B2B features, especially for clients who make recurring purchases. These lists allow B2B customers to save groups of frequently ordered items, streamlining future orders and improving the overall buying experience.

If you manage large business clients or need to migrate recurring product sets from another system, you can bulk import requisition lists into Magento 2 using the Improved Import & Export extension by Firebear Studio.

To simplify your work, the Firebear team provides a Magento 2 B2B Requisition List sample table in Google Sheets. You can duplicate this spreadsheet as a starting point and customize it to match your client data.

🧾 Key Attributes for Magento 2 B2B Requisition List Import

To import requisition lists, prepare a CSV file with the following attributes. Each row defines a requisition list for a specific customer and includes all relevant product data.

  • customer_id – The Magento 2 ID of the customer who owns the list.
    Make sure this ID matches an existing customer record.
    Example: 26
  • name – A name for the requisition list.
    Example: John
  • description – Additional details or context for the list.
    Example: Office monthly
  • item:sku – The SKU of each product added to the list.
    Example: ITM001
  • item:store_id – The ID of the store view where the product exists.
    Tip: Ensure products are available in the specified store views.
    Example: 10
  • item:qty – The quantity for each SKU in the list.
    Only numerals are allowed.
    Example: 15
  • item:options – Product option codes for configurable or bundled items.
    Use correct option codes that reflect product variations in your catalog.

➡️ Magento 2 B2B Requisition List Import

Once your file is complete, importing Magento 2 B2B requisition lists is easy:

  • Go to System → Improved Import/Export → Import Jobs
  • Create a new job and choose “Requisition List” as the entity
  • Upload your CSV file or select your import source (Google Sheets, API, FTP, etc.)
  • Run or schedule the job based on your needs

This process ensures accurate and scalable data transfer, especially useful for enterprise stores serving hundreds of recurring clients.

With the Improved Import & Export extension, you can fully automate the Magento requisition list import process, saving time while delivering a better experience to your B2B customers.

📚 For more details and a complete guide, visit: Magento 2 B2B Requisition List Guide

How to Import Shared Catalogs in Magento B2B: Structure, Companies, and Pricing

Shared Catalogs are a core feature of Magento 2 B2B that allow merchants to create personalized catalogs with custom pricing for specific companies or customer groups. These catalogs help segment your B2B offering, display tailored product lists, and apply unique tax rules or pricing.

Using the Improved Import & Export extension, you can import shared catalogs in bulk — ideal for onboarding new business clients, syncing external catalog configurations, or updating product access per company.

To get started, refer to the Magento 2 B2B Shared Catalog sample table provided by Firebear Studio. You can use this as a template for preparing your import data.

📋 Key Attributes for Magento 2 B2B Shared Catalog Import to Adobe Commerce

Here’s a breakdown of the required and optional fields you’ll need to include in your shared catalog import file:

  • name – The name of the shared catalog. It also becomes the name of the associated customer group.
    If the group doesn’t exist, Magento will create it automatically.
    Example: Test Shared Catalog
  • description – Internal description of the catalog.
    Example: This is a test shared catalog I’ve created
  • tax_class_id – ID of the customer tax class to apply.
    Example: 2
  • type – Type of catalog:
    • 0 = custom catalog (for B2B clients)
    • 1 = public catalog (for all visitors)
      Use 0 for all B2B shared catalogs.
  • company – Company email(s) to assign this shared catalog to.
    Separate multiple emails with commas — no spaces.
    Example: john@doe.com,jane@roe.com
  • category – Category IDs to include. All products in these categories will be added to the catalog.
    Example: 1,2,3
  • sku – Specific product SKUs to include in the shared catalog.
    Optional if you’re including full categories.
    Example: PRDCT1,PRDCT2

🔄 Important Notes on Magento B2B Catalog Import

  • If you specify a company email, Magento will automatically assign the company to the corresponding customer group linked with the shared catalog.
  • Even if a category contains no products, it will still be included in the catalog.
  • You can include both categories and individual SKUs — Magento will merge them.

💰 Importing Custom Prices for Shared Catalog Products

Magento 2 B2B shared catalogs support different prices per customer group using Magento’s native Advanced Pricing (tier pricing) functionality.

If your catalog includes special B2B pricing:

  1. Create a separate import job for advanced prices (using tier price format)
  2. Create another job for the shared catalog structure

These jobs must be run independently. To learn how to import tier/advanced prices for shared catalogs, refer to this guide: How to Import Magento 2 Advanced Pricing

➡️ Magento 2 B2B Shared Catalog Import

Once your file is complete, importing Magento 2 B2B requisition lists is easy:

  • Go to System → Improved Import/Export → Import Jobs
  • Create a new job and choose “Shared Catalog” as the entity
  • Upload your CSV file or select your import source (Google Sheets, API, FTP, etc.)
  • Run or schedule the job based on your needs

📚 For a complete overview of importing and exporting shared catalogs in Magento B2B, read: Magento 2 Shared Catalogs Guide

Negotiable Quotes: Managing Custom Pricing via Magento 2 B2B Import

In Magento 2 B2B, quotes and negotiable quotes give business customers the flexibility to request discounts before checkout — a critical feature for B2B workflows that involve bulk orders and custom pricing. These two entities are treated as one import/export type called “Quotes” in the B2B Add-on of the Improved Import & Export extension by Firebear Studio.

Whether you’re importing abandoned carts or active negotiation requests, the process is streamlined, with key differences in required attributes. You’ll use different tables for regular quotes and Magento 2 B2B negotiable quotes, each designed to fit your import needs.

🛒 Importing Regular Quotes (Abandoned Carts)

Regular quotes represent shopping carts saved by customers but not yet converted into orders. They can be imported using a simplified CSV structure.

📄 Use the sample table here: Magento 2 B2B Quotes Sample Table

Key attributes for regular quote import:

  • increment_id – Unique identifier for the quote (must be set manually).
  • store_id – Store view ID associated with the quote.
  • customer_email – Email of the customer the quote belongs to.
  • item:sku – SKU of the product in the cart.
  • item:qty – Quantity of the item.
  • item_option:code – Option code (e.g., size, color for configurable products).
  • item_option:value – The selected value for the product option.

Important: Magento 2 only allows quote import for registered customers. Guest quotes are not supported. Also, since Magento doesn’t generate increment IDs for quotes by default, you must manually assign them using a unique formula or sequence.

💬 Importing Magento 2 B2B Negotiable Quotes

Negotiable quotes represent active discount requests from customers. These contain more data than regular quotes, such as pricing preferences and comment threads between buyer and admin.

📄 Use the sample table here: Magento 2 B2B Negotiable Quotes Sample Table

Additional attributes for negotiable quote import:

  • negotiable:negotiated_price_type
    • 1: Percentage Discount
    • 2: Amount Discount
    • 3: Proposed Price
  • negotiable:negotiated_price_value – Discount value in numbers.
  • negotiable:quote_name – Name of the quote request (entered by customer).
  • negotiable_comment:creator_type
    • 2: Admin
    • 3: Customer
  • negotiable_comment:creator_id – ID of the user who made the comment.
  • negotiable_comment:comment – Text of the comment.
  • negotiable_comment:created_at – Timestamp (YYYY-MM-DD HH:MM:SS).
  • negotiable_comment_attachment:file_name – Name of an attached file (e.g., quote.pdf).
  • negotiable_comment_attachment:file_path – Path to file from Magento root (e.g., pub/media/quotes/).

📌 Note:

  • Every comment in a negotiable quote must be placed in a separate row under the same increment_id.
  • When a new increment_id is detected, the extension starts associating subsequent comments with the new quote.
  • Ensure the customer is allowed to request quotes, or the import will fail.

🧩 Final Notes on Quote & Negotiable Quote Import

  • Both Magento B2B quotes and negotiable quotes rely on manually specified increment_id values.
  • Magento does not assign unique identifiers to quotes by default — this field is essential for identifying and updating imported quotes.
  • Use formulas to generate increment IDs when importing from spreadsheets.

Once your quote or negotiable quote data is ready, use the standard procedure:

  • Go to System → Improved Import/Export → Import Jobs
  • Choose the “Quotes” entity
  • Upload your file, map the fields if needed, and run or schedule the import

Need more help? 👉 How to Import and Export Magento 2 B2B Quotes & Negotiable Quotes

Benefits of Firebear’s Improved Import & Export for Adobe Commerce B2B

Managing B2B data in Magento 2 can quickly become overwhelming, especially when you’re dealing with large customer accounts, shared catalogs, custom pricing, and role-based permissions. That’s where the Firebear Improved Import & Export extension becomes an essential tool for Magento B2B automation.

Built to streamline data management and reduce manual work, this Magento 2 import export extension gives you the flexibility to move all B2B entities across systems — accurately, securely, and at scale.

🔄 Full Support for All Magento 2 B2B Entities

With the B2B add-on, Firebear’s solution supports import and export of all core Magento B2B features, including:

  • B2B Companies
  • Company Roles
  • Requisition Lists
  • Shared Catalogs
  • Quotes & Negotiable Quotes

Whether you’re migrating data, syncing with external systems, or updating pricing, you can automate the entire process using entity-specific profiles.

⚙️ Automation with Cron Scheduling

Run your import and export jobs automatically using cron-based scheduling. Set jobs to run hourly, daily, or weekly, ensuring your store stays in sync with ERPs, CRMs, supplier feeds, and other third-party systems.

This level of automation is critical for Magento B2B workflows, where data changes frequently and accuracy is vital.

🔧 Advanced Attribute Mapping

Firebear’s extension includes a powerful attribute mapping interface that lets you match third-party data to Magento 2 formats. This is especially helpful when importing B2B entities from external sources that use different attribute naming conventions.

You can:

  • Map fields manually or save reusable mapping profiles
  • Adjust values on the fly during import
  • Auto-create missing attributes or options if needed

🌐 Seamless Third-Party Integration

The extension supports a wide range of file formats and sources, making integration with external platforms effortless:

  • File formats: CSV, XML, JSON, XLSX, ODS
  • Sources: Local server, FTP/SFTP, REST API, SOAP API, Dropbox, Google Sheets

This flexibility is what makes it one of the most powerful Magento 2 import export extensions for real-world enterprise environments.

🛠️ Customization & Developer-Ready Architecture

With 100% open code and built-in support for custom logic, Firebear’s solution is highly adaptable. Whether you’re building an integration with your ERP or developing custom data workflows for clients, this tool gives you the freedom to extend and optimize as needed.

In short, if you’re looking to scale operations, reduce errors, and fully automate Magento B2B data workflows, Firebear’s Improved Import & Export is the extension built to handle the job.

Final Words about Magento B2B Data Management: Import and Export Adobe Commerce B2B Data at Scale

The native Adobe Commerce B2B features give merchants the tools to manage complex business relationships, but running those processes at scale also creates a data-management challenge. When your store contains hundreds of company accounts, multiple buyers, shared catalogs, negotiated prices, requisition lists, and quotes, maintaining everything manually quickly becomes inefficient. The challenge becomes even greater when Magento 2 must exchange B2B data with an ERP, CRM, PIM, marketplace, or another ecommerce platform.

This is where Improved Import & Export for Magento 2 can become part of your Adobe Commerce B2B workflow. With the dedicated B2B Add-on, Firebear extends Magento’s standard data-transfer capabilities and provides tools for working with key Magento B2B entities, including:

  • Companies — import, update, or migrate company accounts and their associated B2B information in bulk instead of editing accounts one by one.
  • Company Roles and Users — transfer organizational structures and user-related data to help maintain purchasing hierarchies across Magento environments and external systems.
  • Shared Catalogs — exchange product assignments and customer-specific catalog data when different companies need different assortments or pricing.
  • Requisition Lists — move recurring product lists between systems and simplify the migration or maintenance of repeat-order data.
  • Negotiable Quotes — transfer quote-related B2B data as part of broader synchronization and migration workflows.

The extension is particularly useful when Magento B2B data needs to stay synchronized with other business systems. Depending on your workflow, you can work with formats such as CSV, XML, JSON, and XLSX, as well as remote sources and integrations including FTP and APIs. Scheduled imports and exports can also be used to automate recurring data transfers instead of relying on manual uploads.

The result is a more maintainable approach to Magento 2 B2B data management. Instead of using the Adobe Commerce or Magento Open Source admin as the only place where B2B information is created and maintained, merchants can build repeatable import and export workflows around the systems they already use.

 

Ready to elevate your Magento 2 B2B strategy?

👉 Explore the extension: Improved Import & Export Magento 2 Extension
📩 Need expert help? Contact Firebear Studio for tailored B2B data solutions.

Need to import customers, orders, or price rules? Our import guide has everything you need to get started and scale fast.
👉 Find the right Magento 2 import walkthrough for your use case

Adobe Commerce and Magento 2 B2B FAQ

What is Magento 2 B2B and how is it different from B2C?

Magento 2 B2B (Adobe Commerce B2B) is a suite of features designed for wholesale and business-to-business sales. It supports company accounts, shared catalogs, requisition lists, negotiable quotes, and role-based access — unlike B2C, which focuses on individual customers and simpler transactions.

Which B2B features are available in Magento 2 by default?

Magento 2 B2B includes Companies, Company Roles, Shared Catalogs, Requisition Lists, Negotiable Quotes, Quick Order, and Purchase Orders. These features are only available in Adobe Commerce (formerly Magento Commerce), not in Magento Open Source.

Can I import Magento 2 B2B data to Adobe Commerce using the default tools?

No. Magento’s default import/export system does not support B2B entities like companies, shared catalogs, or negotiable quotes. You need a third-party solution like Firebear’s Improved Import & Export extension with the B2B Add-on to import and export B2B data between your Adobe Commerce website and external systems.

What B2B entities can I import and export with Firebear’s extension?

You can import and export Companies, Company Roles, Shared Catalogs, Requisition Lists, and Negotiable Quotes between your Adobe Commerce or Magento Open Source website and third parties. The extension allows automation, mapping, and scheduling for all these entities.

Can I assign company roles during Magento B2B import to Adobe Commerce?

Yes. Using Firebear’s extension, you can import Magento 2 B2B company roles and assign them to users via email. Role permissions and user associations are supported within the import file.

How do I assign customers to shared catalogs via import to Magento 2?

You can link a company to a shared catalog during the Magento 2 B2B import using the company’s email address in the import file. Magento will assign the company to the appropriate customer group automatically.

Is it possible to import Magento B2B quotes with pricing details?

Yes. You can import regular quotes (saved carts) and negotiable quotes (with discount types, values, and comments) using the Improved Import & Export extension. It supports advanced attributes for negotiating pricing for fully-features Adobe Commerce B2B import and export.

Can I automate Magento B2B data sync with Google Sheets or FTP?

Absolutely. Firebear’s Improved Import & Export extension supports multiple sources, including Google Sheets, FTP/SFTP, Dropbox, and REST/SOAP APIs — making Magento B2B automation seamless.

What file formats can I use to import Magento 2 B2B entities to Adobe Commerce?

Formats supported in Improved Import & Export include CSV, XML, JSON, XLSX, and ODS. There’s no need to convert files manually — just select the format in your import job settings and the module will transfer everything to your Adobe Commerce or Magento Open Source website.

Where can I find ready-to-use Magento 2 B2B import templates?

Firebear Studio provides Google Sheets templates for each Magento 2 B2B entity, including Companies, Shared Catalogs, Requisition Lists, and more.