This explains Matrixify template to export, import and migrate Shopify B2B Companies – each field/column, including possible allowed values and examples.
Fields marked as “Export Only” cannot be imported/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.
Need a quick start?
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 ValuesNumber Example123987625663 |
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 ValuesText ExampleShopify |
Command | When importing Company row – tell the app, what to do with it:
If no Command is specified, then the app will assume the MERGE command by default. Allowed ValuesNEW MERGE UPDATE REPLACE DELETE IGNORE ExampleMERGE |
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 ValuesText ExampleShopify-Purchasing-123 |
Notes | Free text field for Notes about the Company.
Allowed ValuesText ExampleYour 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 ValuesDate & Time Example2018-12-17 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 ValuesText Example55 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 ValuesDate & Time Example2018-12-17 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 ValuesDate & Time Example2022-04-12 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 ValuesNumber Example136346345654 |
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 ValuesText Example[email protected] |
Contact Count
Export only |
The number of contacts/customers that belong to the Company.
Allowed ValuesNumber Example5 |
Location Count
Export only |
The number of locations that belong to the Company.
Allowed ValuesNumber Example3 |
Order Count
Export only |
The total number of orders placed for this company, across all its locations.
Allowed ValuesNumber Example17 |
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.
Shopify limits how many Locations you can have per Company.
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 ValuesNumber Example83673672214556 |
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 ValuesText ExampleEast side warehouse |
Location: Command | When importing Companies, will tell the app what to do with Locations in this row.
If “Location: Command” is not specified, then the app will assume the MERGE command by default. Allowed ValuesNEW MERGE UPDATE REPLACE DELETE ExampleMERGE |
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 all locations in the store. It is allowed to be blank. Allowed ValuesText ExampleShopify - 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 ValuesPhone Number Example'+15417543000 |
Location: Notes | Free text field for Notes about the Location.
Allowed ValuesText ExampleYour 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 ValuesDate & Time Example2018-12-17 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 ValuesDate & Time Example2018-12-17 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 ValuesText Exampleen |
Location: Tax ID | The tax registration ID for this location.
Allowed ValuesText Example123abc987qwe |
Location: Tax Exemptions | Available tax exemptions for the location
Allowed ValuesSee Tax Exemptions ExampleUS_AZ_RESELLER_EXEMPTION, EU_REVERSE_CHARGE_EXEMPTION_RULE |
Location: Allow Shipping To Any Address | Changes Shopify Company Location checkout setting Allow customers to ship to any address .
Shopify default: FALSE Allowed ValuesTRUE FALSE ExampleFALSE |
Location: Checkout To Draft | Indicates whether the buyer will checkout to Draft Order or checkout directly to Order.
Shopify default: FALSE Allowed ValuesTRUE FALSE ExampleFALSE |
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 ExampleNet 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 ValuesTRUE FALSE ExampleTRUE |
Location: Shipping Recipient
and |
Locations Shipping / Billing address first and last name.
Allowed ValuesText ExampleJohn Smith |
Location: Shipping Phone
and |
Locations Shipping / Billing address Phone. The phone number can have a ‘ prefix, so that Excel does not convert it to scientific number. Allowed ValuesPhone Number Example'+15417543000 |
Location: Shipping Address 1
and |
Location Shipping / Billing address 1 field.
Address 1 and Country Code is mandatory to set the Shipping or Billing address. Allowed ValuesText ExampleWood street 1 |
Location: Shipping Address 2
and |
Location Shipping / Billing address 2 field.
Allowed ValuesText Example2nd Floor |
Location: Shipping Zip
and |
Location Shipping / Billing address Zip code.
Allowed ValuesText Example91001 |
Location: Shipping City
and |
Location Shipping / Billing address City.
Allowed ValuesText ExamplePasedina |
Location: Shipping Province Code
and |
Locations Shipping / Billing address two-letter Province Code.
Allowed ValuesExampleON |
Location: Shipping Country Code
and |
Locations Shipping / Billing address two-letter country code.
Allowed ValuesTwo-Letter ISO 3166 Country Code ExampleUS |
Location Catalogs
Catalogs assigned to the Company Location.
Column | Description / Example Value |
---|---|
Location: Catalogs | Semi-colon-separated list of Catalog names that are assigned to the Company Location.
Can be imported and exported. Allowed ValuesText Example5% off; Summer catalog |
Location: Catalogs Command | Use this column to specify what to do with Catalogs listed in the Location: Catalog column.Using MERGE will only add new Catalogs to the Company Location by merging existing ones with those listed in the file. Using REPLACE will remove existing Catalogs from the Company Location and add back those listed in the import file.Default value – MERGE .
Allowed ValuesMERGE DELETE REPLACE ExampleMERGE |
Linked Customers
Customer link to the Company and the Location inside the Company.
Shopify limits how many Customers you can have per location.
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 ValuesNumber Example12145452124 |
Customer: Email | Email for the customer linked to the Company Location.
Allowed ValuesText 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. If “Customer: Command” is not specified, then the app will assume the MERGE command. Allowed ValuesMERGE ExampleMERGE |
Customer: First Name
Export only |
First Name for the customer that is linked to this Location.
Allowed ValuesText ExampleJohn |
Customer: Last Name
Export only |
Last Name for the customer that is linked to this Location.
Allowed ValuesText ExampleSmith |
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. To update the Location Role for a customer, in the import file you must identify Company (ID or Name), Location (Location: ID or Location: Name) and Customer (Customer: ID or Customer: Email). Allowed ValuesOrdering only Location admin ExampleOrdering only |