Migration guide
Switching from WholesaleX
The importer reads WholesaleX’s own data directly, so you can move a store across without re-keying a single role, rule or subaccount.
Four steps
- 1
Install B2B Suite (free)
Alongside WholesaleX, or with it already deactivated — the importer reads its data either way.
- 2
Open Settings → Import
The importer finds your WholesaleX customer roles, buyers and pricing rules and shows you what it found, without writing anything.
- 3
Review the preview
Groups, customers, rules, companies and quotes to be created, plus a warning naming every rule it cannot map.
- 4
Run it, then verify
Confirm the import, then use the Price Explainer and view-as-customer on a product you know.
What carries over
| In WholesaleX | In B2B Suite | Notes |
|---|---|---|
| Customer roles | Customer groups | One group per role, keeping the role’s name. |
| A user’s role | Group membership | Each user is placed in the group created from their role. |
| Account status | Applicant status | Active becomes approved. Pending and inactive both become pending, so those buyers keep seeing retail prices. |
| Wholesale pricing rules | Price rules | Percentage, amount-off and fixed price, on a product, category or the whole store, for a role, every role or one customer. |
| Quantity tiers on a rule | Quantity bands | Each tier becomes a rule with its own minimum quantity. |
| Buy X get one rules | BOGO rules | Carried over when the rule names a concrete product or category to trigger on. |
| Role min / max quantity and min order value | Quantity rule for the group | A maximum order value has no equivalent and is reported as a warning. |
| Role tax exemption | Tax-exempt group | Takes effect with Pro active. |
| Role shipping methods | Shipping method gating | Takes effect with Pro active. |
| Parent accounts and subaccounts | Company accounts | The parent becomes the company admin and each subaccount a buyer. Takes effect with Pro active. |
| Request-a-quote quotes | Quotes | With their line items and status. Takes effect with Pro active. |
What does not carry over
Cart-level and other dynamic rule types, rules targeted by brand, attribute or SKU, and inactive rules are skipped and reported as warnings naming the source rule, so you can decide what to re-create rather than discovering a wrong price later. Anything that is a feature rather than data — form layouts, page settings, styling — is set up fresh, which the setup wizard walks you through.
Free tier limits during a trial migration
The free plugin includes one customer group, so a store with several WholesaleX roles should run the import with Pro active to bring every group across. Companies, quotes, tax exemption and shipping gating are imported either way and switch on when Pro is active. The dry run shows you exactly what it found before you decide.
Rolling back
The importer never writes to WholesaleX’s data. If you want to go back, deactivate B2B Suite and reactivate WholesaleX — its roles, rules and customer assignments are exactly as you left them. We would still recommend doing the first run on a staging copy.
Switching offer
50% off when you move from WholesaleX
Coming from WholesaleX? Enter the code at checkout.
MIGRATION50See your WholesaleX data mapped before you decide.
The importer is in the free plugin. Install it alongside WholesaleX, run the dry run, and read the preview — nothing is written until you say so.
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