• TROUBLESHOOTING AND FAQS • SETUP GUIDE

Why Wasn’t a Shopify Customer or Company Created?

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Review the approval status, applicant email, company option, and Shopify resource availability when an expected onboarding record is missing.


Before you begin

Record the affected store, form name, slug, application reference if available, and approximate time. Reproduce the issue once with dummy data and note the exact message before changing settings.


Check approval before looking for new records

A received or Pending application has not completed approval onboarding. Once approved, a customer can be reused by email rather than appearing as a new record. The submission's linked customer is the best starting point.

Company creation additionally needs the after-approval option, suitable business/contact data, and available Shopify B2B resources. Customer tagging and company creation are separate effects, so investigate which one is missing.


Reference and examples

Situation Where to check
Still Pending Approve deliberately after review.
No new customer Open linked customer; an existing email reuses a record.
Customer exists; company missing After-approval company option and required data.
B2B unavailable Shopify plan/resource availability for the store.
Company exists; catalog absent Complete catalog setup separately in Shopify.

Diagnose and resolve the problem

  1. Confirm the application was Approved rather than merely received or left Pending.

  2. Check the email used for customer matching.

  3. Inspect the customer link to see whether an existing customer was reused.

  4. For company creation, verify the form’s after-approval option and B2B contact data.

  5. Check Shopify B2B availability for the target store.

  6. Approve a suitable test and inspect linked records, or contact support with the reference and error details.


Example

Submit a valid application but leave it Pending, then inspect Shopify before and after a deliberate approval.

Expected result

Receipt alone does not create approval records; company creation additionally needs the option, suitable data, and Shopify B2B availability.


Limits and important behavior

  • Existing customers are upserted by email, not necessarily created again.
  • Company creation is optional and separate from customer tagging.
  • Catalogs and payment terms are not assigned by the documented company setup.

If you still need help

If the checks do not resolve the issue, contact support@rivioapps.com with the affected form or application reference, time, exact error, and what you already tested. Mask private applicant data and never include API keys or SMTP passwords.


Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “Why Wasn’t a Shopify Customer or Company Created?” after completing the setup. Show the controls used to confirm the application was Approved rather than merely received or left Pending. Add a second screenshot showing the result of this check: Approve a suitable test and inspect linked records, or contact support with the reference and error details. Use dummy applicant details and mask any secrets.


Related guides

If these checks do not resolve the issue, contact RivioApps Support with the form name, application reference where relevant, error, and time. Do not include passwords or access keys.