Magento 2 B2B Company Guide: Revealing Company Structure & Import

March 12, 2024 - Magento 2

magento 2 b2b company import guide

If you want to migrate from the existing Magento B2B website, you may face a problem when companies cannot be moved with the help of the default Magento 2 tools. Neither can you synchronize the existing Magento 2 B2B company structure between several websites. Thus, you should run the transfer manually, recreating the entire storefront section manually. But what if there is a more user-friendly way of importing and exporting Magento 2 B2B companies? In the following article, we shed light on what a Magento B2B company account is. You will learn the nuances of the Magento 2 company structure; and after that, we will guide you through the corresponding data import process. You will learn the attributes used in the import of B2B company accounts to Magento 2. We also explain the meaning of a CSV file for importing company roles. After that, you will find out how to run the Magento 2 B2B company import.

Table of contents

1 What Is a Magento 2 B2B Company?
2 Magento 2 Company Account Workflow
3 Magento 2 B2B Company Structure Explained
4 How to Import Magento 2 B2B Company Structure & Other Details
5 Final Words

What Is a Magento 2 B2B Company?

A Magento 2 company account is Adobe Commerce’s B2B feature designed to simplify the corporate shopping experience by enabling business customers – companies – to create multiple subaccounts with role-based permissions. As a store administrator, you can rely on the B2B company functionality to adjust promotions and prices to suit the demand of your business partners, creating highly customized offers.

The following advantages of a Magento 2 B2B company account illustrate this business feature:

As a store owner, you can have multiple company accounts with custom structures in each.
Each account has a smart hierarchy with different roles and permissions for placing orders.
Company store credit as a payment method exclusive for the Magento 2 B2B company account feature.
As a store administrator, you can manage all company accounts in the admin.

Magento 2 Company Account Workflow

The Magento 2 B2B company account workflow is associated with the following processes:

First of all, make sure that the Magento 2 B2B extension is installed on your Adobe Commerce storefront.
Next, enable the Company Account configuration under Stores -> Configuration -> General > B2B Features. Set Enable Company to Yes – this enables customers to edit company information at the Account Dashboard on the front end.
Now, your business customers get the ability to create B2B company accounts and set up a custom structure from company members. Magento 2 asks for such data as company name and contact information, legal address, and, of course, company administrator details.
Next, a notification email is sent to a merchant (store administrator). If they confirm the new business account, a company admin is invited to set a password and manage the new B2B company account.
Next, a company admin can edit the information about the company on a company profile page as well as specify a company structure. Company users can also be added, modified, or deleted there as well. And don’t forget about the opportunity to create a group of permissions and roles, and assign them to each member of your company.
On the other hand, a store administrator or merchant can also edit company accounts from the admin. It is possible to customize B2B company data within the following sections: Account Information, Company Hierarchy, Legal Address, Company Admin, Company Credit, and Advanced Settings.

Magento 2 B2B Company Structure Explained

A company administrator can easily set up a company account to reflect the actual business structure. In Magento 2, the default company structure includes only one company administrator. However, it is possible to create a complex hierarchy tree that consists of multiple teams, where users are organized in teams within a hierarchy of divisions and subdivisions. Different teams and users can have different approval rules for purchase orders.

magento 2 b2b company structure scheme The company structure is represented as a tree In the company administrator’s account dashboard.

While it initially consists of only the company administrator, more accounts can be added. For instance, you can see a company tree that consists of the main admin account and an individual user account in the name of the company administrator in the image below.

simple magento 2 b2b company structure

Company administrator functions, however, are available only when the admin is logged in as the company administrator. Next, they can edit the Magento 2 B2B company structure as follows:

Choose Company Structure in the left panel.
Click Add Team under Business Structure. It is only necessary to specify the team’s title and optionally add a description. Add as many teams as you need.
Next, create a hierarchy of teams by selecting the parent team and clicking Add Team. Take the same steps as described above. Create as many teams, divisions, and subdivisions as your business requires.

Note that it is possible to drag teams or divisions to other locations in the structure. Use the Add User button to add users to teams. Just select a team you wish to add a new member to, press the button, and assign a user. But what if all these and many other manipulations over business company accounts in Magento 2 can be automated?

How to Import Magento 2 B2B Company Structure & Other Details

Below, we explore how to automate your Magento 2 B2B company workflow with the help of import processes. You will need the Improved Import & Export extension and its B2B Add-On.

Next, you can import B2B companies to Magento 2 with the help of an import table with the company attributes. FireBear team composed the Magento 2 B2B Companies sample table in the Google Sheets. You can use this table as a starting point for importing your companies. But let’s take a look at the attributes used there.

magento 2 b2b company CSV

Magento 2 B2B Company Attributes

Below is the table with all Magento 2 B2B company attributes, their description, and sample values.

Attribute Name	Reference	Values	Value Example
company_name	Required attributeName of the company	Can contain any symbols	My Company
status	Required attribute Indicates the status of the company	0 – pending approval1 – active 2 – rejected 3 – blocked	1
company_email	Required attribute Email of the company. Please note that this is a dedicated email of the company, not the company representative.This field also serves as a unique company identifier.	Valid email address with the domain name	test@test.com
sales_representative_id	The ID of the sales representative	It is an ID of the admin account. To get the ID, navigate to System>Permissions>All Users, and in the ID column check the ID	5
sales_representative_email	Custom attribute.Email of the sales representative’s account at the store. Instead of using sales_representative_id. You can use this attribute to add a representative by account email.	If sales_representative_id has any value – it has a higher priority over sales_representative_email.Any email address accepted	representative@test.com
legal_name	Company Legal Name. Part of the account information. Companies can have both names and legal names.	Can contain any symbols	Company gmbh
vat_tax_id	VAT of the company	Can only contain valid VAT numbers	EU999000999
reseller_id	ID of the company’s reseller	Can contain any symbols	321
comment	A comment that can be left for the company. Visible only to the store administrator	Can contain any symbols	This company is the best
street	Required attribute The street value of the company’s legal address	Can contain any symbols	First St.
city	Required attribute City value of the company’s legal address	Can contain any symbols	New York
country_id	Country value of the company’s legal address	The Magento 2 code of the county. See this table for applicable values	US
region	Region of the company address	The region field is used for the Countries where you can’t select a region from the dropdown. Here you are suggested to type the region name manually. For countries with selectable regions use region_id column.	Kyiv Oblast
region_id	The region of the company address	region_id field is used for the countries where you CAN select a region from the dropdown.Here you are suggested to type the region code of the country. For countries with NON-selectable regions use the region column. Magento 2 region codes can be found here	14
postcode	Required attribute The postcode value of the company’s legal address	Can contain only numerals	12345
telephone	Required attribute Telephone value of the company’s legal address	Can contain only numerals	123123123
customer_group_id	Required attribute Customer group ID of the company. Mainly used to identify with which shared catalog the company is associated.	Can be found at the Customers>Customer Groups gridCan contain only numerals	12
customer_group_code	Customer group NAME of the company. Mainly used to identify with which shared catalog the company is associated.	Instead of using customer_group_id. You can use this attribute to assign a group by name. If customer_group_id has any value – it has a higher priority over customer_group_code.	Default
reject_reason	The reason the company has been rejected for approval	Can contain any symbols	I don’t like their colors
website_id	The ID of the store view, the company belongs to	Can contain only numerals	2
email	Email address of the company’s admin – a customer account that can run the company from the store’s frontend	Valid email address with the domain name	test@test.com
prefix	Prefix of the company’s admin name	Can contain any symbols	Mr.
job_title	Required attribute Job title of the company’s admin	Can contain any symbols	CEO
firstname	First name of the company’s admin	Can contain any symbols	John
middlename	The middle name of the company’s admin	Can contain any symbols	Jr.
lastname	Last name of the company’s admin	Can contain any symbols	Doe
suffix	Suffix of the company’s admin name	Can contain any symbols	esq.
gender	Gender of the company’s admin	empty – no gender specified1 – male 2– female	2
credit_limit	Credit limit of the company’s credit	Can contain only numerals	10000
balance	The outstanding balance of the company	Only numerals are allowed	5000
currency_code	Credit currency of the company	Only currency codes are allowed	USD
exceed_limit	Allow To Exceed Credit Limit setting	1 – a company can exceed the credit limit; 0 – a company cannot exceed the credit limit	1
credit_comment	Comment on changing the credit and credit balance	Can contain any symbols	Confirmed with John Doe
is_quote_enabled	Allow Quotes setting of the company. Allows companies to ask for negotiable quotes on the shopping cart page.	1 – quote enabled0 – quote disabled	1
applicable_payment_method	IDs of the applicable payment methods of the company’s account	Can contain only numerals	12
use_config_settings	Defines if the default store configuration should be applied to the applicable payment methods of the company	1 – default store configuration0 – custom payment methods	1
available_payment_methods	Codes of the payment methods available for the company at the store	Can contain any symbols	amazon_payment
Company Roles Attributes
role_name	The name of the customer’s role in the company	Can contain any symbols	Manager
company_email	Email address of the company the role belongs to	Must be an email address with a proper domain name	email@address.com
user_emails	Email addresses of the store customers that should be added as company employees	Must be email addresses with proper domain names. Multiple email addresses are separated by a comma with no spaces.	john@doe.com
permissions	Permissions of the company role to access particular elements of the company account at the store	We advise exporting roles first to get an idea of all available values for permissions	Magento_NegotiableQuote::view_quotes,Magento_Sales::all

Important Magento 2 Company Import Considerations

Note that you can use only the required attributes to create a B2B company account.

Create and assign the main admin to a company

The company’s main admin account can be created automatically using the email, firstname, and lastname attributes.

To assign a sales representative to the company, you need to use the admin account ID, which can be found under System>Permissions>All Users in the ID column. Specify it in the sales_representative_id column of the import file. Alternatively, you can use the account email for this purpose. Specify it in the sales_representative_email column.

NOTE: if both sales_representative_id and sales_representative_email columns have values for the same company, only the value in the sales_representative_id column is used
Sales_representative_id has priority over sales_representative_email.

Assigning a company to a customer group

You can assign a company to the customer group only by the customer group ID available under Customer>Customer groups in the ID column. Use the customer_group_id column to provide this information.

Alternatively, you can assign a company to a customer group using the customer group name. Use the customer_group_code column. Just put the name of the customer group the company should belong to.

NOTE: if both customer_group_id and customer_group_code columns for the same company have values, only the value of the customer_group_id is considered.

Magento 2 B2B Company Import

After composing a table with B2B company data, you can import companies to Magento 2 using the standard import procedure of the Improved Import & Export extension. Follow these steps:

Proceed to System -> Improved Import / Export -> Import Jobs and hit the Add New Job button.
Configure General Settings. You can automate the Magento 2 B2B company import here if it is a regular process.
Visit the Import Settings section to select B2B Companies in the Entity dropdown as your import entity.
Choose Add/Update to add new Magento 2 B2B companies and update the existing ones.
Now, select a file type, data source, and a couple more parameters to import your B2B companies to Magento 2.
Save the job, and run the Magento 2 B2B company import.

magento 2 b2b company import: import run You can find more nuances associated with the import process here: Improved Import & Export Extension Manual. Also, contact us to get help with the Magento 2 company import.

Final Words

While Magento 2 doesn’t let you import and export B2B companies with all the associated data, you can freely get the missing functionality with Improved Import & Export and its B2B Add-on. Follow the link below and contact our support if you have any questions regarding the import of company roles, structure, and other parameters to Magento 2:

Get Improved Import & Export Magento 2 Extension

Get Improved Import & Export Magento 2 B2B Add-On