Companies template
Create and update BigCommerce B2B Edition companies using Shift.
Quick start
The best way to get started is to run an export and use the file as a guide to the format required.
If you are creating companies, follow the creating companies guide or download the minimal company creation example.
To see the fields included on export, download the full company export example.
Import & export columns
Basic columns
| Column | Description |
|---|---|
| Mode | The import mode for this row. See import modes for more information. |
| Company ID | The unique identifier provided by BigCommerce for the company. Use this to update or delete an existing company. This field is read-only. |
| Company Name | The company name. This field is required when creating a company. |
| Company Email | The main contact email address for the company. This field is required when creating a company. |
| Company Phone | The main contact phone number for the company. This field is required when creating a company. |
| Status | The company status. Allowed values: Default, Active, Inactive, Waiting Approval, 0, 1, 2, 3. |
| UUID | An external UUID for the company, such as an ID from an ERP or another external system. When creating companies, Shift uses this field to match company rows across the sheets in the import file. Updates use Company ID to identify the company. |
| Country | The company's country. This field is required when creating a company. |
| BC Group ID | The BigCommerce customer group ID linked to the company. This field is read-only. |
| BC Group Name | The BigCommerce customer group name linked to the company. This field is read-only. |
| Catalog ID | The catalog assigned to the company. |
| Catalog Name | The catalog name assigned to the company. This field is read-only. |
| Customer Group ID | The customer group assigned to the company. This can be updated for stores using BigCommerce's supported company behaviour. |
| Parent Company ID | The ID of the parent company when using B2B account hierarchy. |
| Parent Company Name | The name of the parent company when using B2B account hierarchy. |
| Address Line 1 | The first line of the company address. |
| Address Line 2 | The second line of the company address. |
| City | The company city. |
| State | The company state, county, or region. |
| Zip Code | The company zip or postal code. |
| Admin Email | The email address for the initial company administrator. This field is required when creating a company. It is used for creation only and may be blank on exports. |
| Admin First Name | The first name for the initial company administrator. This field is required when creating a company. It is used for creation only and may be blank on exports. |
| Admin Last Name | The last name for the initial company administrator. This field is required when creating a company. It is used for creation only and may be blank on exports. |
| Admin Phone Number | The phone number for the initial company administrator. This field is required when creating a company. It is used for creation only and may be blank on exports. |
| Accept Creation Email | Whether BigCommerce should send the company creation email. |
| Channel IDs | The storefront channel IDs where buyers can access the company's Buyer Portal. |
| Origin Channel ID | The storefront channel ID used as the origin channel for the company administrator. |
| Created At | The date and time when the company was created. This field is read-only. |
| Updated At | The date and time when the company was last updated. This field is read-only. |
When creating a company, include Company Name, Company Email, Company Phone, Country, Admin First Name, Admin Last Name, Admin Email, and Admin Phone Number.
Extra field columns
Company extra fields are dynamic. Add one column for each configured extra field.
| Column | Description |
|---|---|
| Company ID | The company ID used to match this extra field row to a company. |
| Company UUID | The company UUID used to match this extra field row to a new company when importing a multi-sheet creation file. |
Extra Field {field name} | The value for a B2B company extra field. Replace {field name} with the exact extra field name configured in BigCommerce B2B Edition. |
Company extra fields can be added or updated by import, but they cannot be deleted or replaced. Extra fields always use merge behaviour.
On company updates, BigCommerce only accepts a smaller set of fields: Company Name, Company Email, Customer Group ID, and Extra Fields.
Import modes
Use Import modes to control the import behaviour.
The Mode column on import is used to determine what kind of update action is performed for each row.
| Mode | Action |
|---|---|
Merge | Existing items are updated. New items are created. Missing columns or empty column values are ignored. This is the default mode. |
Update | Existing items are updated. New items are ignored. Missing columns or empty column values are ignored |
Create | New items are created. Existing items are ignored. |
Replace | Existing items are deleted and recreated. New items are created. This is the same as a Delete followed by a Merge. |
Delete | Existing items are deleted. |
Skip | This item is ignored |
Export filters
You can filter company exports by:
- Company name
- Company status
- Customer
- Customer group
- Order
- Date created
- Date updated