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Companies

This explains Matrixify template for exporting and importing Shopify “Companies” – each field/column, including possible allowed values and examples.

Columns marked with “Export only” tag cannot be imported or set in Shopify but can be exported with Matrixify export.

Excel Sheet Name

Companies

​To tell the app that you are importing Shopify Companies you need:

  • If using CSV file then the file name needs to contain the word “Companies”, for example, “my-shopify-companies.csv”
  • If using XLSX file then the sheet/tab name in the file needs to be “Companies”. The file name for the XLSX file does not matter.

Download the sample file of the Companies template.
Note that file contains two sheets – Customers and Companies. To link Customers to Company locations, they need to be imported via Customers import sheet.
You can add more columns to the Customers import sheet from our Customers template.

Columns Available For Export And Import

Basic Columns

Column Description / Example Value
ID ID is automatically generated number by Shopify to identify the item.
It is filled in by an Export.
Can be used for Import to identify and update existing Company.
When creating new Companies, leave this value empty.

Allowed Values

Number

Example
123987625663
Name Name of the Company.
The Name needs to be unique for each Company, because Shopify does not allow two companies with the same name in the same shop.
The Name is required – it is not allowed to be blank.

Allowed Values

Text

Example
Shopify
Command When importing Company row – tell the app, what to do with it:

  • NEW: will try to create a new Company with the provided details. If such Company already exists (with the same ID or same Name), then the result will be Failed for that item.
  • MERGE: will try to find the existing Company, and update it with data from the row. If such Company will not be found, then it will create a new one.
  • UPDATE: the app will search for an existing Company and update it. If the Company cannot be found then it will fail to import.
  • REPLACE: at first, if such Company with provided ID or Name exists, then the app will delete it. After that, it will create a new one. If an existing Company will not be found, then it will just create a new one. The difference from
  • UPDATE is that it will not keep any of values, which were not included in the import file since the Company will be deleted and re-created.
  • DELETE: the app will delete the existing Company which is found by ID or Name. If such Company will not be found, then the result will be Failed. This DELETE command is very handy for deleting Companies in bulk.
  • IGNORE: the app will ignore this Company row in the file and will skip it.

If no Command is specified, then the app will assume the MERGE command by default.

Allowed Values
NEW
MERGE
UPDATE
REPLACE
DELETE
IGNORE
Example
MERGE
External ID The external ID for the company.
Can be used to associate the company with an integrated system, e.g. ERP, CRM, etc. Shopify requires External ID to be unique for each Company.
It is allowed to be blank.Its not allowed to have spaces in the External ID.

Allowed Values

Text

Example
Shopify-Purchasing-123
Notes Free text field for Notes about the Company.

Allowed Values

Text

Example
Your notes go here.
Customer Since This is the date and time when the Company became a customer for this Merchant.
It can be set when creating a new Company, but cannot be updated.
It is allowed to be blank – Shopify will automatically assume the current date and time.

Allowed Values

Date & Time

Example
2018-12-17 18:20:07 +0200
Lifetime Duration

Export only

The lifetime duration of the company as your customer. This is the automatically calculated duration between Customer Since and now.

Allowed Values

Text

Example
55 minutes
Created At

Export only

Date and time when Company was created in the Shopify store.
Cannot be set or changed and will always be set by Shopify automatically.
To import a Company with a historic date, use the Customer Since column.

Allowed Values

Date & Time

Example
2018-12-17 18:20:07 +0200
Updated At

Export only

Date and time when Company was last updated in the Shopify store.
Cannot be set or changed.

Allowed Values

Date & Time

Example
2022-04-12 05:58:03 +0200
Main Contact: Customer ID
 
Shopify internal ID for the Customer that is set as Main Contact for that Company.
If importing as empty value, then this Company will be changed to have no Main Contact.
To set the Main Contact, then either column “Main Contact: Customer ID” or “Main Contact: Customer Email” needs to be filled.

Allowed Values

Number

Example
136346345654
Main Contact: Customer Email Email for the customer that is set as companies Main Contact.
If importing as empty value, then this Company will be changed to have no Main Contact.
To set the Main Contact, then either column “Main Contact: Customer ID” or “Main Contact: Customer Email” needs to be filled.

Allowed Values

Text

Example
[email protected]
Contact Count

Export only

The number of contacts/customers that belong to the Company.

Allowed Values

Number

Example
5
Location Count

Export only

The number of locations that belong to the Company.

Allowed Values

Number

Example
3
Order Count

Export only

The total number of orders placed for this company, across all its locations.

Allowed Values

Number

Example
17
Row #

Export only

Will have row number from 1 till the last row of the exported file. So that if you change the sorting in your exported file to easier update your data, you can sort it back by “Row #” and return it to the original sorting. Because, you know, all the item data should be together – and if you change the sorting, you need to sort it back.
Top Row

Export only

It will have value “TRUE” for each “top row” of the item. That can help you filter in Excel to get only the basic rows, in case you need to get rid of repeated rows for each item.

Locations

Location(s) of the Company.

A single Shopify Company can have up to 50 Locations.

A Company will always have at least one Location. If you create a Company without a Location, then Shopify will automatically create a Location with the name “Unnamed location”.

Column Description / Example Value
Location: ID ID is an automatically generated number by Shopify to identify the item.
It is filled in by an Export.
In imports, it is used to identify the specific Location that needs to be changed.

Allowed Values

Number

Example
83673672214556
Location: Name Name of the Location.
Each Location must have a name.
Location name does not need to be unique.
In imports – when updating an existing location, it can be identified by the “Location: Name”. It will fail if searching a Location inside the Company by name will find several locations.

Allowed Values

Text

Example
East side warehouse
Location: Command When importing Companies, will tell the app what to do with Locations in this row.

  • NEW: will create new Location and fail if it already exists in this Company.
  • MERGE: will update if Location exists in Company and create a new one if it does not.
  • UPDATE: will update if the Location exists and fail if it does not.
  • REPLACE: will remove all Locations from the Company and add only those listed in the file.
  • DELETE: will remove this Location from the Company.

If “Location: Command” is not specified, then the app will assume the MERGE command by default.
An existing location inside the Company will be searched by “Location: ID” or “Location: Name” values.

Allowed Values
NEW
MERGE
UPDATE
REPLACE
DELETE
Example
MERGE
Location: External ID The external ID for the Location.
Can be used to associate the Location with an integrated system, e.g. ERP, CRM, etc.
The “Location: External ID” needs to be unique for locations inside the same Company.
It is allowed to be blank.

Allowed Values

Text

Example
Shopify - East Side - 123
Location: Phone The phone number associated with Location.
Shopify validates phone numbers – must have country code, be the correct length for the country and other validations might apply such as regional codes in the number.
The phone number can have a ‘ prefix, so that Excel does not convert it to scientific number.

Allowed Values

Phone Number

Example
'+15417543000
Location: Notes Free text field for Notes about the Location.

Allowed Values

Text

Example
Your notes go here for the location
Location: Created At

Export only

Date and time when Location was created in the store.
Cannot be set or changed and will always be when the Location was actually created in Shopify.

Allowed Values

Date & Time

Example
2018-12-17 18:20:07 +0200
Location: Updated At

Export only

Date and time when Location was last updated in the store. Shopify updates this value automatically whenever the location is updated.

Allowed Values

Date & Time

Example
2018-12-17 18:20:07 +0200
Location: Locale Preferred locale at this specific location.
This allows multinationals to use different locales at different locations.
Will inherit the locale of the shop.

Allowed Values

Text

Example
en
Location: Tax ID The tax registration ID for this location.

Allowed Values

Text

Example
123abc987qwe
Location: Tax Exemptions Available tax exemptions for the location 

Allowed Values

See Tax Exemptions

Example
US_AZ_RESELLER_EXEMPTION, EU_REVERSE_CHARGE_EXEMPTION_RULE
Location: Checkout To Draft Indicates whether the buyer will checkout to Draft Order or checkout directly to Order.

Shopify default: FALSE

Allowed Values
TRUE
FALSE
Example
FALSE
Location: Checkout Payment Terms Payment Terms setting for the Location.

Allowed Values
<empty>
Net 7
Net 15
Net 30
Net 45
Net 60
Net 90
Example
Net 7
Location: Checkout Pay Now Only

Export only

Indicates whether the buyer must pay at checkout to create an order.
Cannot be set or updated, not visible directly in Shopify Admin. It is calculated automatically based on Location: Checkout Payment Terms and Location: Checkout To Draft.

Allowed Values
TRUE
FALSE
Example
TRUE
Location: Shipping First Name

and

Location: Billing First Name

Locations Shipping / Billing address First Name

Allowed Values

Text

Example
John
Location: Shipping Last Name

and

Location: Billing Last Name

Locations Shipping / Billing address Last Name

Allowed Values

Text

Example
Smith
Location: Shipping Phone

and

Location: Billing Phone

Locations Shipping / Billing address Phone.
The phone number can have a ‘ prefix, so that Excel does not convert it to scientific number.

Allowed Values

Phone Number

Example
'+15417543000
Location: Shipping Address 1

and

Location: Billing Address 1

Location Shipping / Billing address 1 field.

Address 1 and Country Code is mandatory to set the Shipping or Billing address.

Allowed Values

Text

Example
Wood street 1
Location: Shipping Address 2

and

Location: Billing Address 2

Location Shipping / Billing address 2 field.

Allowed Values

Text

Example
2nd Floor
Location: Shipping Zip

and

Location: Billing Zip

Location Shipping / Billing address Zip code.

Allowed Values

Text

Example
91001
Location: Shipping City

and

Location: Billing City

Location Shipping / Billing address City.

Allowed Values

Text

Example
Pasedina
Location: Shipping Province Code

and

Location: Billing Province Code

Locations Shipping / Billing address two-letter Province Code.

Allowed Values

ISO 3166-2 Province Code

Example
ON
Location: Shipping Country Code

and

Location: Billing Country Code

Locations Shipping / Billing address two-letter country code.

Allowed Values

Two-Letter ISO 3166 Country Code

Example
US

Linked Customers

Customer link to the Company and the Location inside the Company.
The company can have a maximum 10 Customers linked to it.

When importing Customers for Companies app will try to link Customers to Company by Customer: ID or Customer: Email.
If the Customer does not exist in the store then Company will fail to import. To create Customers use the Customers import sheet.

One Customer of the store can exist only in one Company – you cannot link the same Customer to several Companies.

Column Description / Example Value
Customer: ID Shopify internal ID for the Customer.

Allowed Values

Number

Example
12145452124
Customer: Email Email for the customer linked to the Company Location.

Allowed Values

Text

Example
[email protected]
Customer: Command When importing Customers linked to Company Location, this will tell the app what to do with Customer in this row.

MERGE will try to find customer linked to this location and update its details within the location. If this Customer is not linked to the location then the app will link that Customer to that Location.
At the moment only “MERGE” command is supported. If you need any other commands here, please, contact Matrixify Support.

If “Customer: Command” is not specified, then the app will assume the MERGE command.

Allowed Values
MERGE
Example
MERGE
Customer: First Name

Export only

First Name for the customer that is linked to this Location.

Allowed Values

Text

Example
John
Customer: Last Name

Export only

Last Name for the customer that is linked to this Location.

Allowed Values

Text

Example
Smith
Customer: Location Role Customers’ role at the specific Company Location.
Importing Location Role empty will remove the customer from the location but not from the company.

Allowed Values
Ordering only
Location admin
Example
Ordering only