Customer Management

Creating Customer Groups Tutorial

Learn how to import and manage B2B customers using the customer management feature of BMT B2B wholesale pricing app

Video Tutorial

Watch our comprehensive video guide to see the customer group creation process in action

Step-by-Step Guide

Follow these detailed steps to successfully create and manage customer groups for your B2B store

Step 1

Navigate to Customer Management

Access the customer management section within your BMT B2B wholesale pricing app to begin setting up customer groups.

Log into your Shopify admin panel
Navigate to Apps section in the main menu
Find and click on BMT B2B Wholesale Pricing app
Locate the Customer Management section in the app dashboard

Step 2

Start Importing Customers

Begin the process of adding customers to your B2B system by using the import functionality.

Click on the 'Import' button in the customer management interface
Choose between importing existing customers or adding new ones
Review the import options available to you
Prepare your customer data for import

Step 3

Choose Import Method

Select the most appropriate method for importing your customers based on your data organization.

Option 1: Import by Tag - Use existing customer tags from Shopify
Option 2: Import by Email - Use a CSV file with customer email addresses
Consider which method best fits your current customer organization
Review the requirements for each import method

Step 4

Import Customers by Tag

Use existing Shopify customer tags to automatically group and import customers into your B2B system.

Enter the tag name in the search field
Review the list of customers associated with that tag
Verify that the correct customers are selected
Click import to add these customers to your B2B system
Repeat process for additional tags as needed

Step 5

Prepare CSV Import Method

Set up the email-based import process by downloading and preparing the required CSV template.

Click on 'Import by Email' option
Download the sample CSV format provided
Review the CSV structure and required fields
Prepare your customer email list according to the template

Step 6

Complete CSV Import

Upload your prepared CSV file containing customer email addresses to import customers in bulk.

Fill in the downloaded CSV template with customer email addresses
Ensure all email addresses are valid and properly formatted
Save the CSV file on your local computer
Upload the completed CSV file using the file upload option
Wait for the import process to complete and review results

Step 7

Review Imported Customers

After successful import, review your customer list and verify that all customers have been properly added to the system.

Check the customer list for newly imported customers
Verify customer information is correct
Review any import errors or warnings
Confirm customer status and account details

Step 8

Manage Customer Tags

Organize your imported customers by adding, editing, or removing tags to create meaningful customer groups.

Click the pencil/edit icon next to any customer
Add relevant tags such as 'Premium', 'Wholesaler', 'Distributor', 'Reseller'
Remove any irrelevant or outdated tags
Create consistent tagging conventions across your customer base
Save changes to update customer profiles

Step 9

Export Customer Data

Generate reports and exports of your customer groups for analysis or further processing.

Navigate to the customer section within the app
Select the customers you want to export
Choose export format (CSV recommended)
Download the customer list for your records
Use exported data for email marketing or further analysis

Step 10

Finalize Customer Group Setup

Complete your customer group configuration and verify that all settings are properly applied.

Review all customer groups and their associated tags
Test customer login and pricing visibility
Verify that wholesale pricing rules apply correctly
Document your customer group structure for future reference
Train your team on managing customer groups

Benefits of Customer Groups

Organized Management

Group customers by tags like Premium, wholesaler, distributor for better organization

Bulk Import

Import customers in bulk using tags or CSV files for efficient setup

Targeted Pricing

Apply specific wholesale pricing rules to different customer groups

Common Issues and Solutions

Resolve common customer group management issues with these troubleshooting guides

CSV import fails or shows errors

Solutions:

Ensure CSV file follows the exact format provided in the sample
Check that all email addresses are valid and properly formatted
Remove any special characters or extra spaces from email addresses
Verify file size doesn't exceed the upload limit
Try importing smaller batches if dealing with large customer lists

Customers imported but not showing wholesale prices

Solutions:

Verify customers have been assigned appropriate wholesale tags
Check that wholesale pricing rules are active and properly configured
Ensure customers are logged into their accounts on the storefront
Confirm customer accounts are approved for wholesale access
Review customer group assignments in the pricing rules

Tag-based import not finding customers

Solutions:

Verify the tag name exists in your Shopify customer database
Check for typos in the tag name (tags are case-sensitive)
Ensure customers actually have the tag assigned in Shopify
Try refreshing the customer data sync between Shopify and the app
Contact support if tag synchronization issues persist

Unable to edit customer tags

Solutions:

Ensure you have proper permissions in the Shopify store
Check that the customer account is active and not archived
Try refreshing the page and clearing browser cache
Verify the app has necessary permissions to modify customer data
Contact support if permission errors continue

Customer groups not applying to pricing rules

Solutions:

Confirm pricing rules are targeting the correct customer tags
Check that pricing rules are active and not expired
Verify customer tags match exactly with those used in pricing rules
Review rule priority settings if multiple rules conflict
Test with a sample customer account to troubleshoot

Need Help with Customer Groups?

Our support team is ready to help you set up and optimize your customer management workflow

Contact Support Back to Documentation