Magento 2 B2B Company Explained: A Complete Guide to Setup, Structure, Management & Import

Migrating a Magento 2 B2B store or managing company data across multiple websites can quickly become a challenge, especially when the default Magento tools fall short. By default, Magento 2 doesn’t support importing or exporting B2B companies, nor does it allow syncing Magento 2 company structures between installations. That means you’re often left recreating each B2B company account manually — a tedious and error-prone process.

But what if there was a faster, more reliable way to import Magento 2 B2B companies, including their structure, roles, and credit settings?

In this guide, we’ll break down everything you need to know about working with Magento 2 company accounts. You’ll learn what a B2B company is in Magento, how its structure works, and how to import key elements — from company roles to company credit — using CSV files. Whether you’re migrating an existing store or managing company data at scale, this tutorial will show you how to simplify the process with powerful import tools..

Understanding Magento 2 B2B Companies

In the B2B environment, the Magento 2 Company entity plays a central role in enabling advanced business-to-business transactions. Unlike individual customers in a standard Magento store, a Magento B2B company represents a complete business account, with its own structure, team members, roles, permissions, credit limits, and purchasing workflows.

A Magento 2 company acts as a container for multiple users who belong to the same organization. Each user can be assigned a specific role — such as a buyer, manager, or administrator — with granular access controls. This setup allows large B2B buyers to operate efficiently, mimicking real-world corporate hierarchies.

What makes the Magento 2 B2B company model so powerful is its ability to support features like shared catalogs, negotiable quotes, requisition lists, and purchase orders — all tied to a single company account. This goes far beyond traditional B2C capabilities and enables a scalable B2B commerce experience that aligns with how real businesses buy online.

Whether you’re setting up a B2B portal from scratch or migrating from another system, understanding the Magento 2 company structure is the first step to building a reliable foundation for your business clients.

Magento 2 B2B Company Structure Explained

One of the key features that sets Magento 2 B2B apart from traditional eCommerce platforms is its ability to mirror real-world organizational hierarchies through a flexible and scalable company structure system.

In Magento 2, each B2B company account starts with a single company administrator, who has full control over how the internal hierarchy is set up. From there, the admin can create an elaborate Magento 2 B2B company structure — adding departments, assigning roles, defining purchasing permissions, and mapping out teams in a way that reflects how the actual business operates.

The structure is visualized as a tree within the company dashboard. At the top sits the company administrator, beneath whom you can create multiple teams, divisions, and subdivisions. Each node in this B2B company hierarchy can include specific users with custom roles and purchasing rules.

Let’s consider a practical use case. Imagine a B2B customer like a wholesale electronics distributor. Their Magento 2 company account might include:

• A Purchasing Department that submits orders,
• A Finance Department that approves credit usage and payment terms,
• A Logistics Team that handles delivery details.

Thanks to Magento 2’s flexible company structure, you can assign permissions accordingly:

• Buyers in the Purchasing Department can place orders but require manager approval.
• Finance users can view order history and credit balances but cannot place orders.
• Logistics users can access shipping details without interacting with invoices.

To build this structure in Magento:

1. Navigate to Company Structure in the left panel of the B2B account dashboard.
2. Use Add Team to create departments and name them appropriately.
   
3. Organize them into a hierarchy by selecting a parent team and adding sub-teams.
   
4. Use drag-and-drop to restructure the tree as your business evolves.
5. Assign users to specific teams by selecting a team and clicking Add User.

Each user can be given a role with distinct permissions — from buyers and approvers to account viewers — allowing for secure and efficient delegation of tasks within the B2B portal.

Managing Magento 2 Company Credit

Let’s say a few more words about the Magento 2 B2B company workflow — particularly how company credit works and why it’s a vital part of the B2B experience.

In Magento 2, the company credit feature allows store owners to offer flexible payment terms to their business customers. Instead of requiring immediate payment at checkout, companies can place orders on credit, paying later based on the terms set by the merchant. This is especially useful for wholesalers, distributors, or enterprise clients who manage recurring or high-volume orders.

Each Magento B2B company can have its own credit limit, balance, and purchase history. Admins can define:

• The total Magento 2 company credit limit
• The available balance remaining
• The payment due terms
• Whether credit is currently active or disabled
• Notifications for approaching limits

This setup empowers finance departments to manage risk while offering more convenient payment options for trusted clients. Let’s be more specific.

Magento 2 Company Account Workflow

To take full advantage of the Magento 2 B2B company functionality, you need to follow a specific workflow that governs how company accounts are created, approved, and managed.

✅ Step 1: Enable B2B Features

Start by ensuring that the Magento 2 B2B extension is installed and active on your Adobe Commerce storefront. Then, go to Stores → Configuration → General → B2B Features and set Enable Company to Yes. This setting allows business customers to request and manage company accounts directly from their Account Dashboard on the frontend.

🏢 Step 2: Company Account Registration

Once enabled, your business clients can register new Magento 2 company accounts. During registration, they are prompted to provide essential business details, including:

• Company name and legal address
• Contact information
• A designated company administrator

📩 Step 3: Admin Review and Approval

After the submission, a notification email is sent to the store administrator. If approved, Magento sends an invite to the company admin, who can then set their password and begin managing the company account.

🛠 Step 4: Company Profile & Structure Management

From the company profile page, the company admin can:

• Edit company details (name, address, contact info)
• Set up a custom Magento 2 B2B company structure using teams and subteams
• Add, update, or remove company users
• Create custom roles and assign permissions to each user

This flexibility allows companies to model their internal structure in Magento just as it exists in real life, including department hierarchies, multi-level approval workflows, and user access control.

🧑‍💼 Step 5: Admin-Side Company Management

Store admins also have full access to view and manage company accounts from the Magento backend. Key editable sections include:

• Account Information
• Legal Address
• Company Hierarchy
• Company Admin
• Company Credit
• Advanced Settings

This dual control ensures both merchants and customers can manage the Magento 2 company experience smoothly and securely.

While Magento offers a robust interface for managing B2B companies, manually building out a full Magento 2 B2B company structure — especially for large organizations or during store migration — can be time-consuming. To save hours of manual data entry, the smarter approach is to automate company account creation using structured import files.

In the next section, we’ll show you how to simplify this workflow with powerful import tools and step-by-step guidance.

Step-by-Step Magento 2 Company Import Guide

When working with Magento 2 B2B companies, manual creation of company profiles, credit limits, and user roles can quickly become overwhelming, especially if you’re onboarding multiple clients or migrating from another platform. Fortunately, you can automate the entire process using the Improved Import & Export extension and its B2B Add-On by Firebear Studio.

This section will walk you through how to import Magento 2 company accounts, including full company structures, credit data, and role-based permissions.

✅ What You Need:

• Improved Import & Export Extension for Magento 2
• B2B Add-On
• Magento 2 B2B Companies Sample CSV File (Google Sheets)

🔍 Magento 2 B2B Company Attributes: Key Fields to Know

When creating your import file, you’ll work with a comprehensive set of attributes that define each Magento 2 company. These fields control everything from basic contact details to credit limits, legal information, company structure, and admin users.

Here are examples of the most important attributes to include in your import file:

⚠️ Key Considerations for Magento 2 Company Import

Before running your Magento 2 B2B company import, keep the following important points in mind to ensure a smooth and accurate data transfer.

✔️ Use Required Attributes Only

To create a basic Magento 2 company account, you only need to include the required attributes in your import file. Optional fields like credit, structure, and roles can be added later if needed.

👤 Automatically Create and Assign a Company Admin

The main company admin account is created automatically during import if you include the following fields:

• email
• firstname
• lastname

This admin becomes the primary user responsible for managing the company from the storefront.

🧑‍💼 Assigning a Sales Representative

To assign a sales representative to a company, you can use either:

• sales_representative_id – the numeric ID of the admin (found under System → Permissions → All Users)
• sales_representative_email – the admin’s email address

🔔 Important: If both fields are present, Magento 2 prioritizes sales_representative_id over sales_representative_email.

🧾 Assigning Companies to Customer Groups

Each company must be associated with a customer group to control pricing and shared catalog visibility. You can do this in two ways:

• Use customer_group_id to assign the company by numeric ID (found under Customers → Customer Groups)
• Use customer_group_code to assign it by group name

💡 Note: If both customer_group_id and customer_group_code are filled in, Magento will use customer_group_id.

🚀 Running the Magento 2 B2B Company Import

Once your import file is ready, follow these steps to launch the import using the Improved Import & Export extension:

1. Go to: System → Improved Import / Export → Import Jobs and click Add New Job.
   
2. General Settings: Configure your job name and enable scheduling if you want to automate recurring imports.
   
3. Import Settings: In the Entity dropdown, select Company.
   
4. Import Behavior: Choose the behavior Add/Update to create new companies or update existing ones.
   
5. Import Source: Select your file type (CSV, XLSX, Google Sheets, etc.) and specify the data source (e.g., local file, FTP, URL).
   
6. Save and Run the Job: Click Save and execute the import. You’ll receive a status report showing successfully processed records and any errors.

For detailed instructions and advanced configuration tips, refer to the Improved Import & Export Extension Manual

Related Entities: Linking Companies with Requisition Lists, Shared Catalogs, and Negotiable Quotes

The Magento 2 B2B company model is not isolated — it integrates deeply with other key Magento B2B features, creating a powerful ecosystem that supports enterprise-level workflows. Once you’ve imported your company accounts, you can expand functionality by linking them with requisition lists, shared catalogs, and negotiable quotes — each designed to streamline the B2B purchasing process.

🛒 Requisition Lists

Requisition lists allow company users to save and manage frequently ordered items, simplifying reordering and procurement workflows. Each Magento 2 company requisition list is user-specific but tied to the larger company structure. Learn how to import and export requisition lists in our detailed guide:

🔗 Magento 2 Requisition Lists Import & Export

💼 Shared Catalogs

Shared catalogs let you assign custom product catalogs and pricing to different customer groups — including B2B companies. By linking Magento 2 B2B companies to customer groups during import, you automatically control catalog visibility. Discover how to manage this process here:

🔗 Magento 2 Shared Catalogs Import & Export

🤝 Negotiable Quotes

For larger deals or bulk orders, negotiable quotes let B2B buyers request special pricing directly from the shopping cart. Company users with appropriate permissions can initiate and manage quotes, while store admins respond with customized offers. Learn how to streamline quote data management here:

🔗 Magento 2 B2B Negotiable Quotes Import & Export

By linking these entities with your Magento 2 B2B company data, you create a cohesive, flexible B2B experience that caters to the needs of complex business clients. Ready to take the next step? Explore each import process to build a complete B2B commerce architecture inside Magento.

Final Words: Simplify Magento 2 Company Import and B2B Management

Setting up and managing Magento 2 B2B companies doesn’t have to be a struggle. With the right approach, it can become one of your store’s strongest assets. Whether you’re onboarding new clients, syncing company data across multiple environments, or configuring complex credit terms and permissions, a streamlined import strategy makes all the difference.

In this guide, we walked through how the Magento 2 company model works, how to import company data at scale, and how to connect it with other vital B2B features like shared catalogs, negotiable quotes, and requisition lists. From configuring admin roles to assigning credit limits, you now have the blueprint to build a fully functional B2B system — without hours of manual input.

To make it all happen faster and cleaner, we recommend using the Improved Import & Export extension with the B2B Add-On. It’s designed to simplify Magento 2 company import processes, reduce errors, and give you full control over your data.

Need expert help or want to see how this could work for your store?

📞 Contact the Firebear team — we’re happy to assist with setup, customization, or advanced use cases.

📥 Ready to try it yourself? Download the Improved Import & Export Extension with its B2B Add-on and take control of your Magento 2 B2B data.

Let your backend work as smart as your business.

Migrating from another platform to Magento 2? Discover how to safely transfer your data using advanced import tools.
👉 Learn more in our Magento migration tutorials

FAQ: Magento 2 B2B Company Import & Management