Customers

See what each field/column from our “Customers” template means 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

Customers

To tell the app that you are importing Customers you need:

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

Need a quick start?

Download Customers Demo file

See Tutorials about Customers

Columns Available For Export And Import

Basic Columns

Column Description / Example Value

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 Customers. When creating new Customers, leave this value empty. Allowed Values Number Example 44920047631
Email	Customer primary e-mail address. 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]
Command	When importing Customer row – tell the app, what to do with it: `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`: at first, 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	The first name of the Customer. 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
Last Name	The last name of the Customer. 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
Phone	Phone number must be complete – with the country code and must be valid for the respective country. You can prefix phone numbers with ‘ (apostrophe) to allow Excel to show the + (plus) sign. But the + (plus sign) is not required. 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. 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
State *Export only*	The Customer status – one of those: 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
Accepts Marketing	Whether Customer accepted that he can be sent Marketing e-mails. Same as `Email Marketing: Status` field. This field might be deprecated in the future so that it no longer works and only `Email Marketing: Status` would be used. Allowed Values TRUE FALSE Example TRUE
Email Marketing Status	Whether Customer accepted that he can be sent marketing e-mails. Allowed Values `invalid` – The customer’s email address marketing state is invalid. `not_subscribed` – The customer hasn’t subscribed to Email marketing. `pending` – The customer is in the process of subscribing to Email marketing. `redacted`– The customer’s personal data is erased. This value is internally-set and read-only. `subscribed` – The customer is subscribed to Email marketing. `unsubscribed` – The customer isn’t currently subscribed to Email marketing but was previously subscribed. Example subscribed
Email Marketing Level	The Email marketing subscription opt-in level, as described by the M3AAWG best practices guidelines, that the customer gave when they consented to receive marketing material by email. 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
Email Marketing Updated At	The date and time when the customer consented or objected to receiving marketing material by email. Can be imported. Allowed Values Date & Time Example 2018-12-17 18:20:07 +0200
SMS Marketing Status	Whether Customer accepted that he can be sent marketing SMS. Current SMS marketing state for the customer.Updating customer SMS Marketing Status: 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 with`pending` 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 `not_subscribed` – The customer hasn’t subscribed to SMS marketing. `pending` – The customer is in the process of subscribing to SMS marketing. `redacted`– The customer’s personal data is erased. This value is internally-set and read-only. `subscribed` – The customer is subscribed to SMS marketing. `unsubscribed` – The customer isn’t currently subscribed to SMS marketing but was previously subscribed. Example subscribed
SMS Marketing Level	The SMS marketing subscription opt-in level, as described by the M3AAWG best practices guidelines, that the customer gave when they consented to receive marketing material by SMS. 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
SMS Marketing Updated At	The date and time when the customer consented or objected to receiving marketing material by sms. Can be imported. Allowed Values Date & Time Example 2018-12-17 18:20:07 +0200
SMS Marketing: Source *Export only*	The source that collected the customer’s consent to receive marketing materials by SMS. Allowed Values `OTHER` – The customer consent was collected outside of Shopify. `SHOPIFY` – The customer consent was collected by Shopify. Example `SHOPIFY`
Created At *Export only*	It will be set automatically when Customer is created. Allowed Values Date & Time Example 2018-12-17 18:20:07 +0200
Updated At *Export only*	It will be automatically updated, whenever the Customer data is changed. Allowed Values Date & Time Example 2018-12-17 18:20:07 +0200
Note	Whatever is written on the Customer card, accessible from Shopify Admin. Allowed Values Text Example Your notes go here.
Verified Email	Tells, whether Customer e-mail is validated. 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
Tax Exempt	Whether the customer is exempt from paying taxes on their order. 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
Tags	Tags allow you to add additional elements or “properties” to your Customer, which you can use for filtering, for developing some additional logic for those Customers in your Store Theme. See this tutorial on how to bulk manage your Tags. Allowed Values Comma Seperated List Example Friend, Migrated
Tags Command	Tell the app, what to do with Tags: 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
Row # *Export only*	Will have row number from 1 till the end for each row. 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 base rows, in case you need to get rid of repeated rows for each item. Some sheets already had this as Primary Row column earlier, but we have added it now to all the sheets now and renamed to Top Row so it’s more clear.

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 Customers.
When creating new Customers, leave this value empty.

Allowed Values

Number

Example

44920047631

Email

Customer primary e-mail address.

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]

Command

When importing Customer row – tell the app, what to do with it:

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: at first, 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

The first name of the Customer.

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

Last Name

The last name of the Customer.

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

Phone

Phone number must be complete – with the country code and must be valid for the respective country.

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

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.

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

State

Export only

The Customer status – one of those:

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

Accepts Marketing

Whether Customer accepted that he can be sent Marketing e-mails.

Same as Email Marketing: Status field.
This field might be deprecated in the future so that it no longer works and only Email Marketing: Status would be used.

Allowed Values

TRUE
FALSE

Example

TRUE

Email Marketing Status

Whether Customer accepted that he can be sent marketing e-mails.

Allowed Values

invalid – The customer’s email address marketing state is invalid.

not_subscribed – The customer hasn’t subscribed to Email marketing.

pending – The customer is in the process of subscribing to Email marketing.

redacted– The customer’s personal data is erased. This value is internally-set and read-only.

subscribed – The customer is subscribed to Email marketing.

unsubscribed – The customer isn’t currently subscribed to Email marketing but was previously subscribed.

Example

subscribed

Email Marketing Level

The Email marketing subscription opt-in level, as described by the M3AAWG best practices guidelines, that the customer gave when they consented to receive marketing material by email.

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

Email Marketing Updated At

The date and time when the customer consented or objected to receiving marketing material by email.

Can be imported.

Allowed Values

Date & Time

Example

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

SMS Marketing Status

Whether Customer accepted that he can be sent marketing SMS.
Current SMS marketing state for the customer.Updating customer SMS Marketing Status:

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

not_subscribed – The customer hasn’t subscribed to SMS marketing.

pending – The customer is in the process of subscribing to SMS marketing.

redacted– The customer’s personal data is erased. This value is internally-set and read-only.

subscribed – The customer is subscribed to SMS marketing.

unsubscribed – The customer isn’t currently subscribed to SMS marketing but was previously subscribed.

Example

subscribed

SMS Marketing Level

The SMS marketing subscription opt-in level, as described by the M3AAWG best practices guidelines, that the customer gave when they consented to receive marketing material by SMS.

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

SMS Marketing Updated At

The date and time when the customer consented or objected to receiving marketing material by sms.

Can be imported.

Allowed Values

Date & Time

Example

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

SMS Marketing: Source

Export only

The source that collected the customer’s consent to receive marketing materials by SMS.

Allowed Values

OTHER – The customer consent was collected outside of Shopify.

SHOPIFY – The customer consent was collected by Shopify.

Example

SHOPIFY

Created At

Export only

It will be set automatically when Customer is created.

Allowed Values

Date & Time

Example

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

Updated At

Export only

It will be automatically updated, whenever the Customer data is changed.

Allowed Values

Date & Time

Example

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

Note

Whatever is written on the Customer card, accessible from Shopify Admin.

Allowed Values

Text

Example

Your notes go here.

Verified Email

Tells, whether Customer e-mail is validated.

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

Tax Exempt

Whether the customer is exempt from paying taxes on their order.

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

Tags

Tags allow you to add additional elements or “properties” to your Customer, which you can use for filtering, for developing some additional logic for those Customers in your Store Theme.

See this tutorial on how to bulk manage your Tags.

Allowed Values

Comma Seperated List

Example

Friend, Migrated

Tags Command

Tell the app, what to do with Tags:

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

Row #

Export only

Will have row number from 1 till the end for each row. 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 base rows, in case you need to get rid of repeated rows for each item. Some sheets already had this as Primary Row column earlier, but we have added it now to all the sheets now and renamed to Top Row so it’s more clear.

First and Last Order

Those columns are only exported.

Column	Description / Example Value
Total Spent *Export only*	The total amount of money this Customer has spent, calculated from actual Orders in the Store. It is exported even when “First and Last Order” checkbox is not checked because the data is available always. Example 48234.93
Total Orders *Export only*	The total number of orders this Customer has purchased. It is exported even when “First and Last Order” checkbox is not checked because the data is available always. Example 5
First Order: ID *Export only*	ID of the first Order of this Customer. Example 2387462873468
First Order: Name *Export only*	Name of the first Order of this Customer. Example #12345
First Order: Processed At *Export only*	Date and time of the first Order of this Customer. 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
First Order: Price Total *Export only*	The total price of the first Order of this Customer. This is not the actually paid amount, it is the Total of the Order itself. Example 999.99
Last Order: ID *Export only*	ID of the last Order of this Customer. If Customer has only one order, then this will be the same as the first Order. Example 2387462873468
Last Order: Name *Export only*	Name of the first Order of this Customer. If Customer has only one order, then this will be the same as the first Order. Example #12345
Last Order: Processed At *Export only*	Date and time of the first Order of this Customer. 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
Last Order: Price Total *Export only*	The total price of the first Order of this Customer. 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

Column

Description / Example Value

Total Spent

Export only

The total amount of money this Customer has spent, calculated from actual Orders in the Store.

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

Example

48234.93

Total Orders

Export only

The total number of orders this Customer has purchased.

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

Example

First Order: ID

Export only

ID of the first Order of this Customer.

Example

2387462873468

First Order: Name

Export only

Name of the first Order of this Customer.

Example

#12345

First Order: Processed At

Export only

Date and time of the first Order of this Customer.

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

First Order: Price Total

Export only

The total price of the first Order of this Customer.

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

Example

999.99

Last Order: ID

Export only

ID of the last Order of this Customer.

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

Example

2387462873468

Last Order: Name

Export only

Name of the first Order of this Customer.

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

Example

#12345

Last Order: Processed At

Export only

Date and time of the first Order of this Customer.

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

Last Order: Price Total

Export only

The total price of the first Order of this Customer.

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

Addresses

Each Customer can have several addresses, which are used for shipping. One of them is Primary address, marked in the column “Address Is Default”.

All those addresses can be imported, as well as exported.

A Customer with several addresses is organized the same way as Products with several Variants – you need to copy cells from Basic Columns to a new row for each additional Address. To identify that Address belongs to the same Customer, you must have ID or Email cells (whichever comes first), or if those two are empty, then at least “First Name” and “Last Name” must be repeated. At the same time, you can duplicate also all other cells, if that’s more convenient.

Those all are columns, which are accessible in Shopify Admin, when entering one Customer, and pressing “Change” button at Default Address card.

Column	Description / Example Value
Address ID *Export only*	ID is automatically generated number by Shopify to identify the Address. It is filled in by an Export. When creating new Customer Addresses, leave this value empty.When you need to update existing addresses, and you don’t want to replace them all, then keep the Address ID value filled – that way the import will know, which address needs to be updated. Allowed Values Number Example 44920047999
Address Command	Whenever addresses are imported, there is always one of those commands executed for each of address rows: 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
Address First Name	Can be different from the First Name. This name will be used when shipping to this particular address. If empty, then the app will take value from the First Name column in this address row. Allowed Values Text Example Eric
Address Last Name	Last name of this address. Will be used when shipping to this particular address. If empty, then the app will take value from the Last Name column in this address row. Allowed Values Text Example Smith
Address Company	Company name, if shipping is done to a company address. Alternative column headers `Company` – Shopify Transporter CSV and Shopify native CSV Allowed Values Text Example Smith Inc.
Address Phone	Phone number to use for this shipping address. If empty, then the app will take value from the Phone column in this address row. Allowed Values Phone Number Example '+15417543002
Address Line 1	Address 1st line. Alternative column headers Address1 – Shopify Transporter CSV and Shopify native CSV Allowed Values Text Example Calvin Street 5
Address Line 2	Address 2nd line. Alternative column headers Address2 – Shopify Transporter CSV and Shopify native CSV Allowed Values Text Example 2nd Floor
Address City	City name. Is not checked, so it’s possible to enter any city name. Alternative column headers City – Shopify Transporter CSV and Shopify native CSV Allowed Values Text Example Dough
Address Province	Province names are checked against Shopify geographic classifier. Creation of Customer fails if the value is not valid. 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
Address Province Code	In Shopify classifier there are Province Codes. This is checked, and creation of Customer fails, if the value is not valid. 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
Address Country	Country names are checked against Shopify geographic classifier. Creation of Customer fails if the value is not valid. 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
Address Country Code	Country international code, consisting of 2 letters. 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
Address Zip	Zip number of the address. Shopify doesn’t check its correctness. Alternative column headers Zip – Shopify Transporter CSV and Shopify native CSV Allowed Values Zip Example ZIP-1234
Address Is Default	Set this to TRUE if this address needs to be set to Customer primary address. Allowed Values TRUE FALSE Example FALSE

Functional Columns

There are some functional columns, which allow manipulating sensitive Customer information.

Column	Description / Example Value
Account Activation URL *Export only*	This column can be only generated by Export when marking the checkbox “Activation URLs” for the Customer export. 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/...
Send Account Activation Email	This column can only be imported. 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
Send Welcome Email	If you will set this to “TRUE”, then as soon as Customer will be imported, she will receive a default Welcome e-mail, the same one as she would get if she registers herself. 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
Password	Imagine – you can import Customers and set their new passwords as you like. That way the Customer will be instantly activated and will be able to login with that password. Also, you can use the same approach to change passwords for existing Customers. 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&*&(
Multipass Identifier	Available only for Shopify Plus stores. Allows setting the identifier of the Multipass login. Read more information about Multipass. Allowed Values Text Example bob123

Metafields

Read the description on Metafields page.

Export Filters

In the Matrixify app, you can apply filters to Export only specific items from your Shopify Store.
When creating new export, select what you wish to export, and under that entity click on the “Filters” button.

Note: total displayed item count and estimated time won’t be affected by the filters applied.

Filter	Description
E-mail	Put the comma-separated list of all the Customer e-mails which you want to filter by. Possible Conditions equals to any of Example [email protected], [email protected]
Created At	Allows exporting Customers which were created in the Shopify within a specific date range.Relative date condition allows you to export Customers that have been created in the last full amount of time. 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
Updated At	Allows exporting Customers which were last updated in the Shopify within a specific date .Relative date condition allows you to export Customers that have been updated in the last full amount of time. 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
Tags	Allows to export Customers that have all listed tags, any of listed tags or none of the listed tags. Separated by a comma. 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
Address Country Code	Filters Customers that have addressed with specific country codes. This allows exporting customers from specific countries.You can list multiple two-digit country codes, separated by a comma. You can see list of all Shopify approved Countries and their codes in Matrixify Countries and Provinces documentation. Possible Conditions equals to any of not equal to any of Example US, FR, LV
Accepts Marketing	Filters Customers that have or have not subscribed to marketing emails. Possible Conditions Yes No
Email Marketing: Status	Filters Customers that have or have not subscribed to marketing emails. Possible Conditions Subscribed Not Subscribed
Metafield	Filters the Orders export by Customers Metafields. 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
Tax Exempt	Filters Customers are or are not Tax Exempt. Possible Conditions Yes No

Summary

In this export, as you see Customers in Admin – each customer has its primary First/Last name and Phone, and each address has their own First/Last Name and Phone – for delivery purposes.

All this data is exported and imported exactly as you see it in Admin.

If Client will have several addresses, all those will be exported, each address in new Excel row. The same principle can be used to import Customers with several addresses, keeping the Email field as the unique Customer identifier (the same as Handle for Products).

Good To Know

To repeat rows for Addresses, you can just copy the whole row as it is, and you don’t have to delete contents of Basic Columns – that makes copying easier.
Shopify exported CSV file, pasted to Excel [Customers] Sheet, can be imported with the same columns. Just know that not all Customer data is exported, when exporting to CSV by Shopify default export.
To not update some columns, remove those columns from Excel file. Then the Import will not touch them.
If you will not have Address ID value, then all addresses will be replaced with imported.
To update existing Address columns, remember to keep the “Address ID” column.
If you will have the Column with an empty value, then this column will be changed to empty.

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Columns Available For Export And Import

Basic Columns

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First and Last Order

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Addresses

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