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Company and Customer Data Auto-Sync
Company and Customer Data Auto-Sync

How customer data flows between BigCommerce and B2B Edition

Kenzie avatar
Written by Kenzie
Updated over a week ago

B2B Edition is integrated and built around BigCommerce, so there is some information that will be synced between the two. This article details how customer data flows between BigCommerce and B2B Edition.

B2B Edition and BigCommerce:

Below is a diagram of how B2B Edition integrates in BigCommerce.

B2B Edition leverages the BigCommerce customer group feature for the company hierarchy. The following information gets pushed into BigCommerce from B2B Edition:

- B2B Edition company ⇔ BigCommerce customer group

- B2B Edition company user under the company ⇔ BigCommerce customer account under the customer group

- B2B Edition super admin user ⇔ BigCommerce customer account

The rest of the company information lives outside of BigCommerce, i.e. payment visibility control and company address book.

User Information:

The company user information is synced to their BigCommerce account, specifically the email address, first name, last name, and phone number. The company name will also be reflected in their BigCommerce account details.

In B2B Edition:

In BigCommerce:

Price List Information:

When you make changes to the price list assignments on the “Companies” tab, it will automatically sync to BigCommerce.

You can change/edit the price list in two different ways. One option is to change the price list within the companies tab. First click on the gear cog and make sure Price List is checked off.

Next, click on the pencil icon...

A drop-down menu with all the price lists will open. Select the price list you want and click “Save” when finished.

Another option is to select a specific company and click on the “Edit” button in the bottom left corner.

Now, you can edit the price list by clicking on the current price list assigned.

The same drop-down menu will appear. Select the price list you want and click “Save” when finished.

Here is an example of the auto-sync from B2B Edition to BigCommerce. We will change "The Test Company" price list from "20% off" to "10% off".

Here is the "10% off" price list on BigCommerce after the price list change on B2B Edition.

Company Information:

The company data is stored within B2B Edition, which is separate from BigCommerce database. This data can be accessed within the B2B Edition application directly.

Alternatively, the information can be retrieved via B2B Edition API. To integrate/sync B2B Edition data to your ERP, it must first support API calls. You can refer specifically to the “Server to Server APIs” section for full documentation on how to integrate the data to/from and B2B Edition/ERP.

Things to Note:

- If you are creating B2B companies/users, it is recommended to create them in B2B Edition as downstream it will create them automatically in BigCommerce as well. If you choose to create them in BigCommerce first, you will have to repeat the similar process in B2B Edition again. In this scenario, the best method would be to add them would be to convert a customer group into a company account.

- Every company requires at least one company admin user to exist.

- A merchant may utilize both B2C (BigCommerce accounts exclusively) and B2B (B2B Edition company accounts). It is important to note that B2B Edition Company-Level Address book is using a completely separate database from BigCommerce Customer Individual Address book. There is no data sync between these two entities. Where data comes from depends on the type of account. Guest and B2C Account addresses are located in the BigCommerce database, while B2B company addresses are located in B2B Edition databases. Please see our developer documentation for the address API.

Common Issues and How to Avoid Them:

- Any company related assignment/management needs to happen inside the B2B Edition Application to avoid unexpected issues. Merchants should not change customer group assignments for customers inside the BigCommerce control panel directly.

- Forgetting to set up the company address book. Within the company, there is an “Address Book” tab, where you can configure shipping and billing addresses. These addresses will be usable by any user within this company at the checkout page to conveniently select an address and proceed to check out.

- Forgetting to set up the payment methods. Within the company, there is a “Payment Methods” tab, where you can configure which payment methods are visible at the checkout page for this company. If there are no default payment methods configured, companies would not have any enabled payment methods upon manual creation, leading to the company user not seeing any payment methods at the checkout page. You can be specific on which company receives access to which payment methods. These payment methods are all pulled from what you have set up in your BigCommerce store.

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