Customers

Allowed Values

Number

Example

44920047631

If the store is configured to require Customer login, then this will be the username.

Email must be unique in this Store, which means that each e-mail can be used only once in this column across the Store. When customer puts an order and has e-mail filled, that e-mail is used to identify to which customer the order will be assigned.

Email can be empty if First Name is filled.

Email is used as the secondary way to identify customers and to check if they already exist. In the import results the Email field can also be called “Handle” (as for all other items secondary identifiers).

Allowed Values

Email Address

Example

[email protected]

• NEW: will try to create a new Customer with the provided details. If such Customer will already exist (with the same ID or same Email), then the result will be Failed.
• MERGE: will try to find existing Customer, and update it with data from the row. If such Customer will not be found, then it will create new.
• UPDATE: the app will search for an existing Customer and update it. If an customer cannot be found then it will fail to import.
• REPLACE: WARNING! Use this Command value to fully replace the whole customer, not individual fields. Using this Command value, the app will delete the customer from the store completely and create a new one only from data in the file, resulting in losing all data that is not included in the import file.
  If such Customer with provided ID or Email exists, then the app will delete it. After that, it will create a new one. If an existing Customer will not be found, then still the app will create a new one. The difference from UPDATE is that it will not keep any of columns, which were not included in the import file since the Customer will be deleted and re-created.
• DELETE: the app will delete the existing Customer, which is found by ID or Email. If such Customer will not be found, then the result will be Failed. This DELETE command is very handy for deleting Customers in bulk.
• IGNORE: the app will ignore this Customer and will skip it.

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

Allowed Values

NEW
MERGE
UPDATE
REPLACE
DELETE
IGNORE

Example

MERGE

First Name can be empty if Email is filled.

If Address First Name is not filled for the address, then Matrixify will use the value of this column for the address.

Allowed Valuesd

Text

Example

John

If Address Last Name is not filled for the address, then Matrixify will use the value of this column for the address.

Allowed Values

Text

Example

Smith

The phone number must be unique – Shopify allows one phone number to belong to only one Customer. Shopify uses the phone number to identify to which customer to assign the order – in case the customer doesn’t have the e-mail.

When importing Customers, if ID and/or Email columns are empty or not in the import file, then the Matrixify app will identify existing customers by the Phone number.

You can prefix phone numbers with ‘ (apostrophe) to allow Excel to show the + (plus) sign. But the + (plus sign) is not required.

You should set the phone number in the following format: +1 234567890. Make sure to include the country code (in this case, +1). It is not mandatory to use a space or dash to separate the country or regional codes from the rest of the phone number, but it can help Shopify API to better detect country code used in the phone number.

If Address Phone is not filled for the address, then Matrixify will use the value of this column for the address.

Allowed Values

Phone Number

Example

'+15417543000

Export only

• disabled: customers are disabled by default until they are invited.
• invited: the customer has been emailed an invite to create an account.
• enabled: the customer accepted the email invite and created an account.
• declined: the customer declined the email invite to create an account. If Customer has declined your invitation, you cannot generate new Account Activation URL.

The state is always “calculated” from the actions that are done with this Customer. When you import it, it will always be “disabled” at the beginning.

If you send the invitation (or import the column “Send Account Activation Email” as TRUE), then the State will be “invited.

To import the Customer as “enabled” State initially, the only way is to do is – to import it with the “Password” set to something. Generally you would want to not set the Password, but send an invitation and allow the customer to approve it.

Allowed Values

disabled
invited
enabled
declined

Example

disabled

Allowed Values

Example

subscribed

When creating new customer, if no Marketing Level is specified app will assume it as single_opt_in which is also the default value in Shopify.

Allowed Values

confirmed_opt_in– After providing their information, the customer receives a confirmation and is required to perform a intermediate step before receiving marketing information.

single_opt_in– After providing their information, the customer receives marketing information without any intermediate steps.

unknown– The customer receives marketing information but how they were opted in is unknown.

Example

single_opt_in

Can be imported.

Allowed Values

Date & Time

Example

2018-12-17 18:20:07 +0200

• SMS Marketing Status can only be updated if the current SMS Marketing Status is not_subscribed .
• Customer cannot update to redacted SMS Marketing Status.
• Customer can only be updated to pending SMS Marketing Status in combination with confirmed_opt_in SMS Marketing Level.

Creating customer:

• Customer cannot be created with redacted SMS Marketing Status.
• Customer can be created withpending SMS Marketing Status only in combination with confirmed_opt_in SMS Marketing Level.
• Creating customers with not_subscribed SMS Marketing Status will always set SMS Marketing Level to single_opt_in no matter what is specified in the import file.
• Other SMS Marketing Status and Level combinations should work when creating customer.

Allowed Values

Example

subscribed

Allowed Values

confirmed_opt_in– After providing their information, the customer receives a confirmation and is required to perform a intermediate step before receiving marketing information.

sinlge_opt_in– After providing their information, the customer receives marketing information without any intermediate steps.

unknown– The customer receives marketing information but how they were opted in is unknown.

Example

single_opt_in

Can be imported.

Allowed Values

Date & Time

Example

2018-12-17 18:20:07 +0200

Export only

Allowed Values

Example

SHOPIFY 

Export only

Allowed Values

Date & Time

Example

2018-12-17 18:20:07 +0200

Export only

Allowed Values

Date & Time

Example

2018-12-17 18:20:07 +0200

Allowed Values

Text

Example

Your notes go here.

Is set to TRUE, when Customer received the confirmation e-mail and pressed the confirmation link.

This value can also be imported, when creating new Customer.

By default, the value will be FALSE.

Allowed Values

TRUE
FALSE

Example

TRUE

If TRUE, then taxes won’t be applied to an order at checkout.
If FALSE, then taxes will be applied at checkout.

Allowed Values

TRUE
FALSE

Example

TRUE

See this tutorial on how to bulk manage your Tags.

Allowed Values

Comma Seperated List

Example

Friend, Migrated

• MERGE: will add Tags to existing tags. It means that you don’t need to list all the tags in the import file, you can import those which you want to add. If some of the tags you are importing already exist, then the app will ignore it.
• DELETE: will delete the Tags that are listed in the import file. If the listed tag will not exist, then the app will ignore it.
• REPLACE: will replace all existing tags with the tags from the import file. Use this method to maximize the import speed, because if you will use MERGE, it means that the app will need first to load existing tags which takes additional time.

You can also have Tags listed in multiple rows within the item and with different Tags Commands.
They will be executed in the same order within the item as you have them listed in the file.

If Tags Command is not set, the app will assume the MERGE command by default.

See this tutorial on how to bulk manage your Tags.

Allowed Values

MERGE
DELETE
REPLACE

Example

REPLACE

Export only

It is exported even when “First and Last Order” checkbox is not checked because the data is available always.

Example

48234.93

Export only

It is exported even when “First and Last Order” checkbox is not checked because the data is available always.

Example

5

If you will set this to “TRUE”, then as soon as Customer will be imported, she will receive a default invitation e-mail from Shopify to activate the account – the same one as she would get if you press the “Send account invite” in the Admin from Customer page.

When migrating Customers, you might want Shopify to send out invitations to activate migrated accounts in bulk. Then set this to TRUE when importing. This can be used as smooth migration experience for Customers if you don’t want to send your own mass-mailing with Account Activation URL links.

When the value is left empty, it is considered to be FALSE, so invitations will not be sent.

You can send those activations also to your existing Shopify Customers, just do the export, and then import back as an update, with this value set to TRUE.

Allowed Values

TRUE
FALSE

Example

TRUE

This welcome e-mail is sent only if the imported customer will be activated, e.g. when you set the password in the import for the new customer.

Allowed Values

TRUE
FALSE

Example

FALSE

You can also update and change the Customer passwords for Customers that exist in the store and already have an account active.
If the Customer does not have an account in Shopify then you cannot activate their account by setting a password and will need to either reimport the customer as new again with the password or trigger Shopify to Send Account Activation Email to the customer so that they can create the account themselves.

You cannot export passwords because those are strongly encrypted, and even Shopify doesn’t know them.

Allowed Values

Text

Example

a898w3424&*&(

Allows setting the identifier of the Multipass login.

Read more information about Multipass.

Allowed Values

Text

Example

bob123

Example

2387462873468

Example

#12345

For imported Orders, this will be the processed date, not the date when the Order was imported.

Date and time will be in the format which is recognized as Excel time.

Example

2018-12-17 18:20:07 +0200

This is not the actually paid amount, it is the Total of the Order itself.

Example

999.99

If Customer has only one order, then this will be the same as the first Order.

Example

2387462873468

If Customer has only one order, then this will be the same as the first Order.

Example

#12345

For imported Orders, this will be the processed date, not the date when the Order was imported.

Date and time will be in the format which is recognized as Excel time.

If Customer has only one order, then this will be the same as the first Order.

Example

2018-12-17 18:20:07 +0200

This is not the actually paid amount, it is the Total of the Order itself.

If Customer has only one order, then this will be the same as the first Order.

Example

999.99

Export only

Export only

Export only

Allowed Values

Number

Example

44920047999

• MERGE – merges new addresses into existing customer addresses.
• DELETE – will delete the listed address by “Variant ID”, if no “Variant ID” will be listed the address will fail to delete.
• REPLACE – will replace all existing customer addresses with the ones that are listed in the import. This will delete any addresses that are not included in the import for that Customer.

If no Address Command is specified, then the MERGE will be assumed.

Allowed Values

MERGE
DELETE
REPLACE

Example

MERGE

If empty, then the app will take value from the First Name column in this address row.

Allowed Values

Text

Example

Eric

If empty, then the app will take value from the Last Name column in this address row.

Allowed Values

Text

Example

Smith

Alternative column headers

• Company – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Text

Example

Smith Inc.

If empty, then the app will take value from the Phone column in this address row.

You should set the phone number in the following format: +1 234567890. Make sure to include the country code (in this case, +1). It is not mandatory to use a space or dash to separate the country or regional codes from the rest of the phone number, but it can help Shopify API to better detect the country code used in the phone number.

Allowed Values

Phone Number

Example

'+15417543002

Alternative column headers

• Address1 – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Text

Example

Calvin Street 5

Alternative column headers

• Address2 – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Text

Example

2nd Floor

Alternative column headers

• City – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Text

Example

Dough

If you are not sure, what are available values, go to Shopify Admin, edit the Address, and click the drop-down to choose the Province for chosen Country.

If Address Province Code is filled, this can be left empty, then Province will be set from there.

You can see list of all Shopify approved Countries, Provinces, and their codes in Matrixify Countries and Provinces documentation.

Alternative column headers

• Province – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Province Name

Example

Ontario

If Address Province is filled, this can be left empty, then Province will be set from there.

You can see list of all Shopify approved Countries, Provinces, and their codes in Matrixify Countries and Provinces documentation.

Alternative column headers

• Province Code – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Province Code

Example

ON

If you are not sure, what are available values, go to Shopify Admin, edit the Address, and click the drop-down to choose the Country.

If Address Country Code is filled, this can be left empty, then Country will be set from there.

You can see list of all Shopify approved Countries, Provinces, and their codes in Matrixify Countries and Provinces documentation.

Alternative column headers

• Country – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Country Name

Example

Canada

If Address Country is filled, this can be left empty, then Country will be set from there.

You can see list of all Shopify approved Countries, Provinces, and their codes in Matrixify Countries and Provinces documentation.

Alternative column headers

• Country Code – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Country Code

Example

CA

Alternative column headers

• Zip – Shopify Transporter CSV and Shopify native CSV

Allowed Values

Zip

Example

ZIP-1234

Allowed Values

TRUE
FALSE

Example

FALSE

Export only

When opening this link, the Shopify Store will ask Customer to enter her new password, and once this is done, Customer will have instantly activated his account, with all the profile ready to use, with all the data which you imported.

This allows creating smooth migration experience for Customers when migrating from the old system.

You can use those URLs to send invitation e-mails for newly imported Customers using your favorite mass-mailing provider, like MailChimp.

To get Account Activation URLs, you need to do the Export after importing new Customers, then those URLs will be generated. All you need to do then is import this Exported Excel into a mass-mailing list, and use it in the main Call To Action button like “Activate Your Migrated Account”.

Important: each time you generate new Activation URLs, the previous URLs get “expired” and become invalid. This is how Shopify organizes the Activations. The same thing happens whe you send individual activation invitations from Admin for each customer.

Example

https://yourstore.com/...

Possible Conditions

• equals to any of
• not equal to any of

Example

87123461124,1234897263,98273493214

Possible Conditions

• equals to any of

Example

[email protected], [email protected]

For example – Last 1 Days, would export Customers from last full day, so yesterday.

Possible Conditions

• on or after
• on or before
• date range
• relative date

For example – Last 1 Days, would export Customers from last full day, so yesterday.

Possible Conditions

• on or after
• on or before
• date range
• relative date

Possible Conditions

• contains any of
• contains all of
• contains none of
• equals to any of
• equals to all of
• not equal to any of
• starts with any of
• matches pattern

Example

tag1, tag2, tag3

Possible Conditions

• equals to any of
• not equal to any of

Example

US, FR, LV

Possible Conditions

• Yes
• No

Possible Conditions

• Subscribed
• Not Subscribed

Specify Metafield by:

• Namespace
• Key
• Value

Possible Conditions for Text value

• equals to any of
• not equal to any of
• contains any of
• contains all of
• contains none of
• matches pattern
• contains
• does not contain
• is empty
• is not empty

Possible Conditions for Number value

• equals
• less than
• less than or equal to
• greater than
• greater than or equal to
• between
• is empty
• is not empty

Possible Conditions

• Yes
• No