Zoey → to Shopify

Zoey to Shopify: moving a wholesale business without breaking its accounts, pricing or terms

A Zoey store is a wholesale operation first and a website second. Its value sits in the accounts, the contacts and their permissions, the customer group and account-specific prices, the net terms and credit limits, the quick order forms and the quotes your sales team works every day. A Zoey to Shopify migration has to carry all of that into Shopify B2B, not just the product list. This guide explains how we move Zoey stores to Shopify, how each Zoey B2B feature maps to companies, locations, catalogs, price lists and payment terms, and where the real decisions are.

Why stores leave Zoey

• Cost at small and mid scale. Zoey’s published plans start at $600 a month for Starter, with Plus at $1,400 and Pro at $2,200, and the number of B2B customer accounts and user licenses is capped per plan. Shopify’s B2B features now run on every plan, which changes the math for many distributors.
• Features gated by tier. On Zoey, API access starts at Plus, Starter includes only the QuickBooks Online and ShipStation integrations, and sales quotes, recurring orders and multi-currency sit in Pro.
• A consumer channel alongside wholesale. Brands that also sell direct want Shopify’s checkout, Shop Pay and the wider marketing and app ecosystem on the same store as their trade buyers.
• A smaller ecosystem. Zoey has its own integrations and a REST API, but finding an app, a connector or a developer for a specific need is usually easier on Shopify.

To be fair to Zoey, it is a purpose-built B2B system with a built-in CRM, invoicing, accounts receivable tools and an offline mobile app for field reps. Some of that needs an app or a process change on Shopify, and our audit costs it out before you commit.

What migrates from Zoey to Shopify

Zoey exports CSV files from its list screens through Bulk Actions: Basic and Full Product Data plus further templates, Full Account Data, Account Contacts Data, Basic and Full Order Data, order comment history, and the Invoice, Quote and Draft lists. Customer group prices export as columns in the product file, and account-specific prices use their own Account, SKU and Price template. Plans from Plus up also include the Zoey REST API, which we use to cross-check the files.

Data	Source on Zoey	Moves to Shopify?
Simple products with SKUs, descriptions, prices, costs, weights, stock and images	Full Product Data export	Yes. SKUs are kept and used as the join key for pricing, redirects and integrations.
Configurable, bundle and grouped products	Product export and product type settings	Yes, as products with options and variants, bundles, or separate products linked in the theme. See the section below.
Categories	Category tree in the catalog	Yes, as collections, with the tree rebuilt in the menus.
Accounts, locations and addresses	Full Account Data export	Yes, as Shopify B2B companies and company locations with their addresses.
Contacts and their roles	Account Contacts Data export	Yes, as customers attached to the company, with Shopify’s ordering roles. Custom permission sets are mapped to the nearest role.
Customer group pricing and tier pricing	Group price columns and tier price settings on each product	Rebuilt as B2B catalogs with price lists, quantity rules and volume pricing.
Account-specific product prices	Account Specific Prices CSV, or NetSuite item pricing	Rebuilt as company catalogs where the plan allows, or folded into shared price tiers. A plan decision.
Net terms and credit limits	Payment Terms on each account	Terms become Shopify payment terms. Credit limits are not native and need an app or ERP control.
Orders with line items, tax, shipping, status, shipments and sales rep	Full Order Data export	Yes. Real Shopify orders with original numbers, dates, the company attached, a payment record and per-shipment tracking. Refunds and cancellations are recorded as such.
Open invoices and unpaid balances	Invoice list and Net Terms tabs	Settled in your accounting system; open balances are carried there, not re-created as live Shopify invoices.
Quotes and drafts	Quote and Draft lists	Open quotes are re-created in a quote app or as draft orders; closed quotes are kept as an archive file.
Quick order forms and saved versions	Quick Order Form settings	Rebuilt with Shopify’s quick order list and reorder features or a B2B app. Saved customer versions do not transfer.
Product reviews	Reviews and Ratings list, which supports export	Yes, into Judge.me or the review app you choose, matched on SKU.
Passwords	Not usable outside Zoey	No. Buyers sign in to Shopify’s customer accounts with a one-time code sent by email.
Design, blocks and theme	Zoey’s visual designer	No. Design is rebuilt as a Shopify theme.

Zoey URLs and the 301 redirect map

Zoey launched in 2015 as a Magento-based hosted platform, and its URL handling still follows that model: each product and category has a URL key, Zoey writes URL rewrites automatically when a key changes or a category moves, and the admin keeps a URL Rewrite grid with 301 and 302 entries. Behind the friendly URLs sit system paths such as /catalog/product/view/id/164 and /catalog/category/view/id/9. Category URLs can include the parent path, for example /smoothies/super-detox-smoothies, and depending on the store’s settings product and category URLs may end in .html. Stores also build custom URLs such as /brand/brandname.html pointing at search results like /catalogsearch/advanced/result/?brand=brandname.

Shopify uses /products/handle and /collections/handle, so each of those forms needs a 301. Zoey’s help documents importing redirects but not exporting the rewrite grid, so we build the map from the URL keys in the product export, a full crawl of the live site, and the Search Console page list, and we add the system paths and brand URLs that backlinks still use. Account pages such as /quotes/view/ are not indexed and simply point to the Shopify customer account. Every redirect is requested against the live domain before cutover.

Tools

Cart2Cart and LitExtension both list Zoey as a source for Shopify; Cart2Cart, a partner of ours, handles Zoey through its data migration service package rather than the self-service wizard, and LitExtension works from Zoey’s CSV exports. Both are fine for a first pass on products and customers. Neither carries tracking numbers on shipped orders, refunded orders tend to arrive as plain paid orders with a false balance, and redirects are built from guessed slugs. More importantly for Zoey, neither tool creates Shopify companies, locations, catalogs or payment terms from Zoey accounts. We use the tools where they save time and build the B2B layer, the orders and the redirects ourselves through the Shopify Admin API.

How we run it

1. Audit. Export review, account and contact structure, customer groups, tier and account-specific prices, net terms, quote volume, integrations, URL inventory. The output is a written, fixed-price scope and a plan recommendation.
2. Build in a free Shopify development store. As a Shopify Plus Partner we build in a development store, so you pay Shopify nothing until the store launches. Theme, checkout, payments, shipping and tax are set up here.
3. Catalog. Products, configurable items, bundles and categories, with SKUs preserved and B2B catalogs and price lists built from Zoey’s pricing.
4. Customers and companies. Accounts become companies, locations and contacts, with catalogs, payment terms and tax settings assigned.
5. Orders. Full order history with original numbers, companies, refunds and per-shipment tracking.
6. Redirects for URL keys, system paths and custom URLs, tested individually.
7. Sample, then full import, with reconciliation. A sample of each entity, including awkward accounts and products, is signed off before the full run, and the full run is reconciled count by count and total by total against Zoey.
8. Cutover with a delta sync. Orders, accounts and price changes made in Zoey during the build are brought across at launch, then DNS moves.
9. Post-launch SEO evaluation. We watch 404s and redirects from launch day, and run the SEO evaluation once Google has re-crawled the store and the first real analytics exist.

Cost and timeline

Our migrations start from $2,500 for stores under 500 products and 5,000 orders ($3,500 for larger stores), and typically take six to eight weeks for smaller stores. Almost every Zoey store is a B2B store and many are connected to QuickBooks Online or NetSuite, so the B2B build and integrations are quoted as a fixed price after the audit, and you know the full cost before work begins. Terms are 50% to begin and 50% once the store is live and you are fully satisfied with the figures.

Mapping Zoey accounts and pricing to Shopify B2B

The two models are close, which is good news. A Zoey account holds locations, each location holds addresses, and contacts belong to the account with roles and permissions. Shopify B2B has the same shape: a company holds company locations, each with its own billing and shipping addresses, and customers are attached to the company with a role per location. We map them one to one:

• Accounts become companies, and Zoey locations become company locations, keeping any account number as the company’s external ID so your ERP still recognizes it.
• Contacts become company customers. Zoey’s configurable permissions, such as requiring approval before ordering, are mapped to Shopify’s ordering roles, and anything finer is noted for a workflow app.
• Customer groups with group prices become catalogs with price lists, either fixed prices per variant or a percentage adjustment. Zoey tier pricing becomes volume pricing, and minimums and increments become quantity rules on the catalog.
• Account-specific prices are the hard part. Zoey lets any account override the price of any SKU, and many distributors have hundreds of those rows. Shopify’s Basic, Grow and Advanced plans allow up to three active B2B catalogs, and assigning catalogs directly to individual companies is a Plus feature. A store with a few price tiers fits any plan; a store with true per-account pricing usually belongs on Shopify Plus, or its prices are consolidated into tiers with your sign-off. We settle that in the audit with the actual price file.
• Allowed payment and shipping methods per account are rebuilt with checkout settings per company location, plus payment and delivery customizations where the rules are more specific.

Net terms, credit limits and open invoices

Zoey supports net terms from 10 to 120 days, early-payment formats such as 2% 10 Net 30, credit limits that block net terms ordering when unpaid orders exceed them, and statements of open invoices. Shopify B2B payment terms cover Net 7, 15, 30, 45, 60 and 90, due on fulfillment and a fixed date, and Plus adds deposits. We map each account’s term to the nearest Shopify term and list any that do not fit, such as Net 120 or discounted terms, for you to decide on.

Shopify has no native credit limit. If limits matter, we either use a B2B app that enforces them or let your ERP or accounting system hold orders that exceed them. Open invoices are a cutover decision rather than an import: we reconcile the unpaid balance per account on the last day in Zoey and confirm it matches QuickBooks or NetSuite, which then remains the system that collects it. Historical orders import with their payment status so buyers still see their history.

Quotes, quick order and sales reps

Zoey’s quote workflow lets buyers add items to a quote, hides pricing until an admin releases it, supports change requests and expiry, and converts an accepted quote to an order. Shopify has no native buyer-initiated quote request. Merchants create draft orders for a company location and send them as invoices, and you can require buyers to submit orders for review as drafts before you accept them. For a full request-for-quote flow we install a quote app that turns accepted quotes into draft orders, and we re-create open Zoey quotes in it.

Quick order forms map to Shopify’s quick order list in the theme, reorder from order history in customer accounts, and a B2B ordering app where buyers relied on saved order pads or pasting SKU and quantity lists. Sales rep assignments move as company metafields or staff permissions, and reps place orders through draft orders in the admin. Zoey’s offline mobile ordering app has no direct Shopify equivalent, so field teams that rely on it need an order-capture app, and we name the options in the audit.

What you get at handover

Every Zoey migration ends with a reconciliation ledger from Zoey export counts to live Shopify counts for products, variants, companies, locations, contacts and orders, with order totals checked and every exclusion named; the pricing map showing where each customer group, tier and account price went; a payment terms table per company with any changed terms flagged; the open balance reconciliation at cutover; the redirect verification list with the status each URL returned; an integration list with what replaced each connection; and a recorded walkthrough of Shopify B2B for your team.

Questions we settle in the survey

• Which Zoey plan are you on, and is API access available?
• How many accounts use account-specific prices, and how many rows are there?
• Which net terms and credit limits are in use?
• How many open quotes and unpaid invoices will exist at cutover?
• Do you connect to QuickBooks Online, NetSuite or another ERP?
• Do field reps rely on the Zoey mobile app?

Frequently asked questions

Start with the migration survey. For larger wholesale stores with per-account pricing, see the Shopify Plus migration page, and for the platform Zoey grew out of, the Magento to Shopify guide.