Woo B2b Customer Overview

woo-b2b-customer-overview

Purpose

Export a structured overview of B2B customers in WooCommerce — identified by custom WordPress role (e.g., wholesale_customer, b2b) or by a meta field flag. Includes order count, lifetime spend, last order date, and company name. Read-only.

Prerequisites

• WooCommerce store with REST API enabled
• Consumer Key with Read scope
• B2B customers must be identifiable by WordPress role or meta_data key
• Minimum WooCommerce version: 3.5.0

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | store_url | string | yes | — | Base URL of the WooCommerce store | | consumer_key | string | yes | — | WooCommerce REST API consumer key (ck_...) | | consumer_secret | string | yes | — | WooCommerce REST API consumer secret (cs_...) | | dry_run | bool | no | false | No effect — read-only skill | | format | string | no | human | Output format: human or json | | b2b_role | string | no | wholesale_customer | WordPress user role identifying B2B customers | | b2b_meta_key | string | no | — | Alternative: meta_data key that flags B2B customers | | min_orders | int | no | 1 | Minimum order count to include |

Authentication

WooCommerce uses OAuth 1.0a for HTTP and Basic Auth over HTTPS.

For HTTPS stores (recommended):

Authorization: Basic base64(consumer_key:consumer_secret)

For HTTP stores (development only): Use OAuth 1.0a — include oauthconsumerkey, oauthnonce, oauthsignature, oauthsignaturemethod=HMAC-SHA1, oauthtimestamp, oauthversion=1.0

Never log or output consumerkey or consumersecret values.

See docs/AUTHENTICATION.md for full setup instructions.

Safety

Read-only skill — no mutations are executed. Safe to run at any time.

Workflow Steps

Step 1 — Fetch B2B customers by role

GET /wp-json/wc/v3/customers?role=&per_page=100&page=1

If b2b_meta_key is set instead: fetch all customers and filter client-side by meta_data.

Extract: id, first_name, last_name, email, billing.company, orders_count, total_spent, date_created, meta_data

Step 2 — Filter by minorders and sort by totalspent descending

Step 3 — Export

API Endpoints Used

GET  /wp-json/wc/v3/customers   — B2B customer list filtered by role

Pagination Strategy

WooCommerce REST API uses page/per_page pagination (not cursor-based).

Standard pattern:

page = 1
while True:
  response = GET /endpoint?per_page=100&page=page
  process(response)
  if len(response)                       ║
║  TIME:                     ║
║  MODE:  READ-ONLY                        ║
╚══════════════════════════════════════════╝

PER-OPERATION (emit after each API call batch):

[N/TOTAL]   →  records | params: =

COMPLETION (human format):

╔══════════════════════════════════════════╗
║  COMPLETE: woo-b2b-customer-overview     ║
║  RECORDS PROCESSED:                   ║
║  OUTPUT:                       ║
╚══════════════════════════════════════════╝

COMPLETION (json format):

{
  "skill": "woo-b2b-customer-overview",
  "store": "",
  "completed_at": "",
  "records_processed": ,
  "output_file": "",
  "dry_run": false
}

Output Format

CSV filename: woo-b2b-customer-overview_.csv Columns: customer_id, company, first_name, last_name, email, role, orders_count, total_spent, date_created, last_order_date

Error Handling

| Error | Cause | Resolution | |-------|-------|------------| | 401 Unauthorized | Invalid credentials | Verify consumerkey and consumersecret | | 403 Forbidden | Key lacks Read scope | Regenerate with Read scope | | 429 Too Many Requests | Rate limit | Wait 2 seconds and retry | | Empty result | No customers with specified role | Verify the WordPress role name (case-sensitive) |

Best Practices

• Verify your B2B role name exactly — WordPress roles are case-sensitive.
• For stores using B2B plugins (WooCommerce B2B, Wholesale Suite): check the plugin's documentation for the correct role slug.
• Use the CSV for account manager territory assignments or CRM import.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: navarroido
• Source: navarroido/Woocommerce-skill
• License: MIT

Install and usage instructions live in the source repository linked above.