Companies - Matrixify App

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?

Download Companies Demo file

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.

Column

Description / Example Value

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

Location Count

Export only

The number of locations that belong to the Company.

Allowed Values

Number

Example

Order Count

Export only

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

Allowed Values

Number

Example

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

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 all locations in the store. 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: Allow Shipping To Any Address	Changes Shopify Company Location checkout setting `Allow customers to ship to any address`. Shopify default: FALSE Allowed Values TRUE FALSE Example FALSE
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 Recipient and Location: Billing Recipient	Locations Shipping / Billing address first and last name. Allowed Values Text Example John 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

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 all locations in the store.
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: Allow Shipping To Any Address

Changes Shopify Company Location checkout setting Allow customers to ship to any address.

Shopify default: FALSE

Allowed Values

TRUE
FALSE

Example

FALSE

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 Recipient

and

Location: Billing Recipient

Locations Shipping / Billing address first and last name.

Allowed Values

Text

Example

John 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

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

Location Catalogs

Catalogs assigned to the Company Location.

Column Description / Example Value

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. If the Location has multiple rows, then Catalogs will only be read from the first row of that Company Location. Allowed Values Text Example 5% 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 Values MERGE DELETE REPLACE Example MERGE

Location: Catalogs

Semi-colon-separated list of Catalog names that are assigned to the Company Location.

Can be imported and exported.
If the Location has multiple rows, then Catalogs will only be read from the first row of that Company Location.

Allowed Values

Text

Example

5% 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 Values

MERGE
DELETE
REPLACE

Example

MERGE

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 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. 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 Values Ordering only Location admin Example Ordering only

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.

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 Values

Ordering only
Location admin

Example

Ordering only