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Orders

Orders

Orders Template Column Headers & Fields explained

See what each field/column from our “Orders” 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

Orders

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

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

Need a quick start?

Download Orders full Demo file

Download Orders simplified Demo file

See Tutorials about Orders

Columns Available For Order Export And Import

Basic Columns

Column Description
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 Orders.
When creating new Orders, leave this value empty.

Allowed Values

Number

Example
11920047631
Name Name of the Order to import or export.

Shopify allows several orders to have the same name, however, the app uses the Name as the “key” to identify the existing order. So it works in a similar way as Handle for Products.

When you are importing an order with the same Name that already exists in your store, then the app will try to update or replace it (depending on what Command you have).

When migrating orders from one Shopify store to another, this Name field is the only way to tell that the order is the same as in the other store.

To be safe, be sure to have your Order names unique when importing.

If you need Shopify to generate the next Name automatically for you, leave the Name column empty, or delete it entirely from the import file. If you need your Order to consist of several rows, the next Order is determined when Number column value changes.

The maximum length of the Name is 255 characters. If you import a name longer than that, then Shopify will cut it off at that maximum.

Name cannot be updated, it can be only set when creating a new order or replacing one.

Allowed Values

Text

Example
#1039

 
Command When importing Order, it tells the app, what to do with it.

  • NEW: will try to create a new Order with the provided details. If such Order will already exist (with the same ID or same Name), then Order creation will fail.
  • UPDATE: Allows to update some of the existing Order attributes. Here is the list of what can be updated.
  • MERGE: If the Order with that same “Name” already exists, then update it, but if it doesn’t, then create it as new.
  • REPLACE: at first, if such Order with provided ID or Name exists, then the app will delete it. After that, it will create a new one. If an existing Order will not be found, then still the app will create a new Order.
  • DELETE: the app will delete the existing Order, which is found by ID or Name. If such order will not be found, then this order import will fail. This DELETE command can be very handy, when Orders need to be deleted in bulk.
    Here is our tutorial on how to bulk delete orders.
  • IGNORE: the app will ignore this Order and will skip it.

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

Allowed Values
NEW
UPDATE
MERGE
REPLACE
DELETE
IGNORE
Example
REPLACE
Send Receipt Tells whether to send Order confirmation notification receipt Email to the customer when Order is created or updated.

The default is FALSE.

If the Source field is set to a value subscription_contract Shopify will automatically send an Order confirmation email to the customer.
There might be other Source field values where Shopify automatically triggers and sends Order confirmation notifications.

See column “Fulfillment: Send Receipt” for sending fulfillment receipts.

Allowed Values
TRUE
FALSE
Example
FALSE
Inventory Behaviour The behavior to use when updating inventory. (default: bypass).

  • bypass: Do not claim inventory.
  • decrement_ignoring_policy: Ignore the product’s inventory policy and claim all amounts no matter what.
  • decrement_obeying_policy: Obey the product’s inventory policy.
Allowed Values
bypass
decrement_ignoring_policy
decrement_obeying_policy
Example
bypass
Number Order internal number.

Cannot be set or updated and will only be used by the app to determine where the new order starts in the file if the ID and Name are empty when creating new Order.

This field is used if you want to import multiple Orders and at the same time have Shopify generate the order Names.
In that case set this field to any number for your orders so that each order gets a new number and if an order has multiple rows then those rows have the same number and are next to each other.

Allowed Values

Number

Example
1042
Phone Orders’ phone numbers – can be different from linked Customers’ phone numbers.

Phone number must be full – 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.

Allowed Values

Phone number

Example
'+15417543000
Email Orders contact email – can be different from linked Customers email.

Shopify is very strong about validating e-mail addresses – it is checking if e-mail actually exists in real life.
If you import e-mails and get the error that the Email is not valid then first you should check that this e-mail is really correct.

Allowed Values

E-mail

Example
[email protected]
Note Order notes.

It can be a large text going over several lines.

Allowed Values

Text

Example
Here I can write any Order notes.
Tags Tags allow you to add additional elements or “properties” to your order, which you can use for filtering.

See this tutorial on how to bulk manage your Tags.

Allowed Values

Comma Separated List

Example
Urgent, To Review
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.

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

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.

See this tutorial on how to bulk manage your Tags.

Allowed Values
MERGE
DELETE
REPLACE
Example
REPLACE
Created At

Export only

 It will be automatically set to the time when the Order was actually created. When migrating from another store, this time will always be the time of migration.

Allowed Values

Date & Time

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

Export only

 It will be automatically updated, whenever you change the Order data.

Allowed Values

Date & Time

Example
2018-12-17 18:20:07 +0200
Processed At The date and time when an order was processed. This value is the date that appears on your orders and that’s used in the analytic reports. By default, it matches the created_at value.

When importing new order you can set this date and time and it will show in the Shopify Admin.

For API created orders it also can be updated.

Allowed Values

Date & Time

Example
2018-12-17 18:20:07 +0200
Cancelled At This column will show the time when the order was canceled.

It will be empty if the order is not canceled.

Allowed Values

Date & Time

Example
2018-12-17 18:20:07 +0200
Cancel: Reason Shows the reason, why the order was canceled.

It will be empty if the order is not canceled.

When the order is canceled, the cancel reason will be one of the following:

  • customer: The customer changed or canceled the order.
  • fraud: The order was fraudulent.
  • inventory: Items in the order were not in inventory.
  • declined: The order was canceled because the payment has been declined.
  • other: The order was canceled for a reason not in the list above.
Allowed Values

Text

Example
other
Cancel: Send Receipt Whether to send the e-mail to the customer telling that the Order was canceled.

If the Order is already canceled then it will fail – because it cannot send the e-mail to already canceled Order.

Allowed Values
TRUE
FALSE
Example
FALSE
Cancel: Refund When you are canceling the Order, if you set this to TRUE then this Order will be also fully refunded.

Allowed Values
TRUE
FALSE
Example
FALSE
Closed At This column will show the time when the order was archived.

Allowed Values

Date & Time

Example
2018-12-17 18:20:07 +0200
Currency Currency of the Order.

Allowed Values

Currency code in ISO 4217 format

Example
USD
Source When exported, will have the original channel, where the order came from, like: web, pos, iphone, android, shopify_draft_order.

When importing as new or replaced order, you can set any value (except the following Shopify reserved words: web, pos, iphone, android, shopify_draft_order).
The Order Channel you see in Shopify Admin and Analytics will always be “Matrixify” but the custom Source will be saved in the “source_name” field in Shopify back-end (except for reserved ones).

If this field is set to a value subscription_contract Shopify will automatically send an Order confirmation email to the customer.
There might be other Source field values where Shopify automatically triggers and sends Order confirmation notifications.

If you leave this value blank when creating the order, it will be set to “Matrixify App”.

Allowed Values

Text

Example
shopify_draft_order
Source Identifier If you leave this value blank when creating the order, it will be set to “Matrixify App”.

Can be set when creating new order but cannot be updated.

Allowed Values

Text

Example
ORDERID-123
Source URL A valid URL to the original order on the originating surface. This URL is displayed to merchants on the Order Details page.

Can be set when creating new order but cannot be updated.

Allowed Values

URL

Example
{URL_to_order}
Physical Location

Export only

 Shopify internal ID for the location where the order was processed.

Not related to Orders Fulfillment locations.

Example
319135797
User ID

Export only

 Shopify internal user ID, who created the order.

When importing, Shopify will set it to the ID of the user who initiated the import.

Example
118774735
Checkout ID

Export only

 Shopify internal ID for the checkout that customer went through.

Example
12615473235
Cart Token

Export only

 For orders that were initiated through the shopping cart, this will be the reference to the cart from which the order was created.

When importing, this value cannot be set.

Example
68778783ad298f1c80c3bafcddeea
Token

Export only

 Token key, how the order is identified in the Shopify system.

It’s unique to all stores. You cannot set its value, it is always set by Shopify. Token is used in the Order status URL.

Example
11a70068657e9f32ddcd11b7da8d797c
Order Status URL

Export only

 The URL, where a customer can view their order status.

Example
https://checkout.shopify.com/20255113
/orders/11a70068657e9f32ddcd11b7da8d797c
Weight Total Total weight of the ordered items, in grams.
Can be set when importing new Orders. Cannot be updated for existing Orders.

Example
4000
Price: Total Line Items

Export only

 Total price of all line items. This is calculated from actual line items, and cannot be set as a value in the import.

Example
1200
Price: Current Subtotal

Export only

 Current value of the order, including discounts, but before shipping and taxes, after any order edits, refunds and returns.

Example
1000
Price: Subtotal

Export only

 Value of the order, including discounts, but before shipping and taxes.

Example
1000
Tax columns Whole order-level tax columns.

When importing order-level tax, Shopify will automatically split it between taxable line items.
If any Line Item or Shipping Line has tax applied in the import file, then order level tax will not be imported to avoid duplicating taxes.

You can have up to 100 different taxes applied.
If the order has multiple rows, taxes will only be taken from that order’s first row.

Tax title/name columns:

Tax 1: Title
Tax 2: Title
Tax 3: Title
…
Tax 100: Title

Example
VAT
Tax rate columns:

Value 1 = 100%

Tax 1: Rate
Tax 2: Rate
Tax 3: Rate
…
Tax 100: Rate

Example
0.21
Tax amount columns:

Tax 1: Price
Tax 2: Price
Tax 3: Price
…
Tax 100: Price

Example
210.00
Tax: Included Cannot be updated, it can be only set when creating a new order or replacing one.

Tells whether the order subtotal has taxes included or not.
If set to TRUE then taxes will be visible in the admin, but not added to the orders total.

Allowed Values
TRUE
FALSE
Example
TRUE
Tax: Total Total amount of the tax applied to the order.

When importing Order level tax then this will be the amount that Shopify adds to the Order Total in Shopify Admin.
If left empty then app will calculate total tax for you.

Does not have any effect on Order Total if importing Line Item and/or Shipping Line level taxes.

Example
300.43
Price: Total Discount

Export only

 Orders total discount amount.

Example
1.24
Price: Total Shipping

Export only

 Orders total shipping amount.

Example
6.82
Price: Current Total Duties

Export only

 Orders current total duties amount in the shop currency.
Amount after order edits, returns, and refunds.

Example
1.22
Price: Total Duties

Export only

 Orders original total duties amount in the shop currency.

Example
1.49
Price: Current Total Fees

Export only

 The current total additional fees on the order in the shop currency.
The amount values associated with this field reflect order edits, returns, and refunds.

Example
3.34
Price: Total Fees

Export only

 The original total additional fees on the order in the shop currency.

Example
3.85
Price: Total Refund

Export only

 Orders total refunded amount.
Sum of all successful refund transaction amounts.

Example
201.24
Price: Total Outstanding

Export only

 The outstanding balance on the Order.

Example
-4.84
Price: Current Total

Export only

 Orders current total.
The value of this field reflects order edits, returns, and refunds.

Example
1099.18
Price: Total

Export only

 Total amount of the order, including line items, discounts, shipping cost, and taxes.

Example
1300.43
Payment: Status Financial status of the order. Will be one of the following:

  • pending: The finances are pending. Payment might fail in this state. Check again to confirm whether or not the finances have been paid successfully.
  • authorized: The finances have been authorized.
  • partially_paid: The finances have been partially paid.
  • paid: The finances have been paid.
  • partially_refunded: The finances have been partially refunded.
  • refunded: The finances have been refunded.
  • voided: The finances have been voided.

When importing new order, you can set this value, but this will just mark the status on Admin, however, it will not generate the respective Transactions or Refund Transaction, so the “Paid by customer” will show 0.
You cannot update this field for existing Orders, for that import actual transactions.

To have the amount visible in the “Paid by customer” you need to add the respective “Transaction” or “Refund” lines.

By default, it is set to “paid”.

Allowed Values
pending
authorized
partially_paid
paid
partially_refunded
refunded
voided
Example
paid
Order Fulfillment Status

Export only

 Summarized status of the order fulfillment.

Will be one of the following:

  • <empty>: There are no fulfillments done on the order yet.
  • partial: Order is fulfilled partially, meaning that at least one item has been shipped.
  • fulfilled: All line items are fulfilled or returned. There is nothing more to fulfill.

To import Order with a certain Fulfillment Status, you need to create Fulfillment Lines and fill in Fulfillment columns. See documentation further.

Tutorial – Bulk Unfulfill your Shopify Orders – cancel those Fulfillments.
Tutorial – Fulfill existing Shopify orders in bulk.

Allowed Values
<empty>
fulfilled
partial
Example
fulfilled
Additional Details Additional details collected on the order from the customer – either from the product page or from the checkout page.

Each added property will be shown as “<name>: <value>”, and will include all of those properties as several lines inside the Excel cell.

When prepared in the same format, those details also can be imported.

Those are visible in Shopify Admin, on each Order, section “Additional Details”. This section shows only if there are any details added, otherwise it’s not visible there.

Read more about collecting additional data for orders:

By default app will export each name: value combination in a new row. If you need to change new line to a different symbol to separate different name: value combinations reach out to our support.

Allowed Values

Lines of

name: value
Example
Gift wrapped: yes
Door code: 1234
Purchase Order Number

Export only

 The purchase order number associated to this order.

Example
PO#123456789
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.

Customers

Each Order can have one customer or no customer at all.

When importing Orders with Customer data, Shopify will link them by Email to existing customers, or create new Customers if they don’t exist yet.

If you need to change the fields of existing Customer, you cannot change them through Order – you need to import the update through the Customers sheet.

Column Description / Example Value
Customer: ID Shopify generated Customer ID. If specified existing customer ID from that store, Order will be linked to that customer.If you don’t have an ID, then leave it empty, and Shopify will link to existing customer by Customer Email.

Cannot be updated, can be only set when creating a new order or replacing one.

Allowed Values

Number

Example
1234567890
Customer: Email Customer e-mail who purchased the Order.
The app will link to existing store Customer by this e-mail or Phone number if e-mail is empty. If the app will not be able to find existing customer to link to, it will create a new customer.Shopify is very strong about validating e-mail addresses – it is checking if e-mail actually exists in real life. If you import e-mails and get the error that Email is not valid then first you should check that this e-mail is really correct. If it happens to be some old customer Email which you still need to import then you can move that Email value to Note field and leave this Email field empty.To change for an existing Order – change the data of the Customer.
To update order contact email, see Email column.

Allowed Values

E-mail

Example
[email protected]
Customer: Phone Phone number must be full – 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 app will clean out any non-digit characters from the Phone field.

If e-mail is empty, the app will search existing customer by Phone number – and if will find, then will attach this order to that customer.

To change for an existing Order – change the data of the Customer.
To update order contact phone, see Phone column.

Allowed Values

Phone Number

Example
'+15417543000
Customer: First Name The first name of the Customer.To change for an existing Order – change the data of the Customer.

Allowed Values

Text

Example
John
Customer: Last Name The last name of the Customer.To change for an existing Order – change the data of the Customer.

Allowed Values

Text

Example
Smith
Customer: Note Whatever is written on the Customer card, accessible from Shopify Admin.To change for an existing Order – change the data of the Customer.

Allowed Values

Text

Example
Your notes go here.
Customer: Orders Count

Export only

 Total count of orders made by this Customer.

Shopify does not update this field in real time for Shopify API. The sync might be delayed for up to 24 hours.
Exported value might be different from real Customers’ Order Count value.

Allowed Values

Number

Example
100
Customer: State 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 the Customer has declined your invitation, you cannot generate new Account Activation URL.

To change for an existing Order – change the data of the Customer.

Allowed Values
disabled
invited
enabled
declined
Example
enabled
Customer: Total Spent

Export only

 Total amount the customer has spent.

Shopify does not update this field in real time for Shopify API. The sync might be delayed for up to 24 hours.
Exported value might be different from real Customers’ Total Spent value.

Allowed Values

Amount

Example
1024.99
Customer: 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.To change for an existing Order – change the data of the Customer.

Allowed Values

Comma Separated List

Example
Friend, Migrated
Customer: Accepts Marketing Whether Customer accepted that he can be sent Marketing e-mails.

To change for an existing Order – change the data of the Customer.

Allowed Values
TRUE
FALSE
Example
TRUE
Customer: Tax Exempt Whether the Customer has attribute tax exempt enabled.

To change for an existing Order – change the data of the Customer.

Allowed Values
TRUE
FALSE
Example
TRUE

Customers – Billing Address Columns

All the following fields will be shown in the Order in the Billing Address block. When imported, will be added as one of the addresses for the Customer, too.

Column Description
Billing: First Name The first name of the Customer in the Billing Address.

Allowed Values
Text
Example
John
Billing: Last Name The last name of the Customers address.

Required. If empty, the address will not be created.

Allowed Values

Text

Example
Smith
Billing: Name Both First and Last name of the customer’s address.
When imported – at first the Billing: First Name and Billing: Last Name columns will be considered. But if those are not included in the Import file, then the Billing: Name will be imported instead. Shopify splits the Name automatically to First/Last Name.

Allowed Values

Text

Example
Smith
Billing: Company Company name, if the billing address is a company.

Allowed Values

Text

Example
Smith Inc.
Billing: Phone Phone number to use for this address.

Allowed Values

Phone Number

Example
'+15417543002
Billing: Address 1 Address 1st line.

Required. If empty, the address will not be created.

Allowed Values

Text

Example
Calvin Street 5
Billing: Address 2 Address 2nd line.

Allowed Values

Text

Example
2nd Floor
Billing: Zip Zip number of the address. Shopify doesn’t check its correctness.

Allowed Values

Zip

Example
ZIP-1234
Billing: City City name. Is not checked, so it’s possible to enter any city name.

Required. If empty, the address will not be created.

Allowed Values

Text

Example
Dough
Billing: Province Province names are checked against Shopify geographic classifier. If provided province will not be valid, then Shopify will accept it, but it will be empty on the customer card.

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 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.

Allowed Values

Province Name

Example
Ontario
Billing: Province Code In Shopify classifier there are Province Codes. If provided province code will not be valid, then Shopify will accept it, but it will be empty on the customer card.

If 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.

Allowed Values

Province Code

Example
ON
Billing: Country Country names are checked against Shopify geographic classifier. If the provided country will not be valid, then Shopify will accept it, but it will be empty on the customer card.

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 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.

Required Country or Country Code. If empty, the address will not be created.

Allowed Values

Country Name

Example
Canada
Billing: Country Code Country international code, consisting of 2 letters.

If 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.

Allowed Values

Country Code

Example
CA

Customers – Shipping Address Columns

All the following fields will be shown in the Order in the Shipping Address block. When imported, it will be added as one of the addresses for the Customer, too.

Column Description / Example Value
Shipping: First Name The first name of the Customer in the Shipping Address.

Allowed Values

Text

Example
John
Shipping: Last Name The last name of the Customer.

Allowed Values

Text

Example
Smith
Shipping: Name Full name of the Customer.
When imported – at first the Shipping: First Name and Shipping: Last Name columns will be considered. But if those are not included in the Import file, then the Shipping: Name will be imported instead. Shopify splits the Name automatically to First/Last Name.

Allowed Values

Text

Example
John Smith
Shipping: Company Company name, if the billing address is a company.

Allowed Values

Text

Example
Smith Inc.
Shipping: Phone Phone number to use for this address.

Allowed Values

Phone Number

Example
'+15417543002
Shipping: Address 1 Address 1st line.

Allowed Values

Text

Example
Calvin Street 5
Shipping: Address 2 Address 2nd line.

Allowed Values

Text

Example
2nd Floor
Shipping: Zip Zip number of the address. Shopify doesn’t check its correctness.

Allowed Values

Zip

Example
ZIP-1234
Shipping: City City name. Is not checked, so it’s possible to enter any city name.

Allowed Values

Text

Example
Dough
Shipping: Province Province names are checked against Shopify geographic classifier. If provided province will not be valid, then Shopify will accept it, but it will be empty on the customer card.

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

Allowed Values

Province Name

Example
Ontario
Shipping: Province Code In Shopify classifier there are Province Codes. If provided province code will not be valid, then Shopify will accept it, but it will be empty on the customer card.

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

Allowed Values

Province Code

Example
ON
Shipping: Country Country names are checked against Shopify geographic classifier. If the provided country will not be valid, then Shopify will accept it, but it will be empty on the customer card.

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

Required Country or Country Code. If empty, the address will not be created.

Allowed Values
Country Name
Example
Canada
Shipping: Country Code Country international code, consisting of 2 letters.

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

Allowed Values

Country Code

Example
CA

 

Customers – Browser Related Columns

All the following columns provide valuable information about the customer, the source the customer came from, even the marketing campaign.

Column Description
Browser: IP

Export only

 The IP address of the customer at the moment of purchase.

Allowed Values

IP Address

Example
159.148.78.222
Browser: Width

Export only

 Width of the customer browser window, in pixels.

Allowed Values

Number

Example
1024
Browser: Height

Export only

 Height of the customer browser window, in pixels.

Allowed Values

Number

Example
768
Browser: User Agent

Export only

 Full user agent string of the customer browser. From this string, it is possible to reconstruct further details like the used browser and the operating system.

There are different online resources that allow decoding this information, for Example: https://useragentapi.com

Allowed Values

Text

Example
Mozilla/5.0 (Macintosh; Intel Mac OS X 10_13_2) AppleWebKit/604.4.7 (KHTML, like Gecko) Version/11.0.2 Safari/604.4.7
Browser: Landing Page

Export only

 The first page the client landed on your site, before making the purchase. This allows you to analyze, which pages are the ones that drive most purchases eventually, and also allows you to draw conclusions about the effectiveness of your marketing efforts.

Allowed Values

URL

Example
https://yourdomain.com/products/this-nice-tshirt
Browser: Referrer The site, where your customer came from when eventually made a purchase order. This allows you to understand, what are your most valuable traffic sources.
Can be imported for new Orders, cannot be updated for existing Orders.

Allowed Values

URL

Example
https://www.google.com?g=398798234
Browser: Referrer Domain

Export only

 Since the Referrer URLs will be listed with all the URL parameters, it might be hard to conclude, which of the traffic sources give the most valuable traffic. That’s why this field contains just the domain of the referrer so that you can group them together when doing your analysis.

Allowed Values

Domain

Example
google.com
Browser: Search Keywords

Export only

 Keywords used in the search engines, when your store was found, which led to the order. This is an even deeper insight into how your customers find your store, and which keywords sell.

Allowed Values

Text

Example
blue tshirt with thousand colors
Browser: Ad URL

Export only

 The destination URL that was included in your Ad. This allows you to know and measure, which URLs from your ad campaigns are most effective to produce orders.

Allowed Values

URL

Example
https://yourdomain.com/some-page
Browser: UTM Source

Export only

 Source, extracted from Shopify Order landing_site field – UTM parameter utm_source. If the landing_site field does not have any UTM parameters then they will be taken from the referring_site order field.

For AdWords campaigns, those parameters are set automatically, but you can also send traffic to your store by filling them according to your needs.

Read more about UTM parameters here: https://ga-dev-tools.appspot.com/campaign-url-builder/

Allowed Values

Text

Example
google
Browser: UTM Medium

Export only

 Medium, extracted from Shopify Order landing_site field – UTM parameter utm_medium. If the landing_site field does not have any UTM parameters then they will be taken from the referring_site order field.

Allowed Values

Text

Example
cpc
Browser: UTM Campaign

Export only

 Campaign, extracted from Shopify Order landing_site field – UTM parameter utm_campaign. If the landing_site field does not have any UTM parameters then they will be taken from the referring_site order field.

Allowed Values

Text

Example
spring_sale
Browser: UTM Term

Export only

 Term, extracted from Shopify Order landing_site field – UTM parameter utm_term. If the landing_site field does not have any UTM parameters then they will be taken from the referring_site order field.

Identifies the paid search keywords entered by the customer, when showing your ad campaign.

Allowed Values

Text

Example
tshirt
Browser: UTM Content

Export only

 Content, extracted from Shopify Order landing_site field – UTM parameter utm_content. If the landing_site field does not have any UTM parameters then they will be taken from the referring_site order field.

Identifies the ad variation, or the specific element or version you are testing for your campaign.

Allowed Values

Text

Example
button-a

Companies

Company linked to the order.

When creating Order you can also link Order to the Company.
For Order to be linked to the Company, you must specify:

Column Description
Company: ID Shopify internal ID for the linked Company.

Allowed Values

Number

Example
916274112






Company: Name
Name of the Company linked to the Order.


Allowed Values


Text


Example


Shopify






Company: External ID


Export only

External ID for the Company linked to the Order.


Allowed Values


Text


Example


Shopify-123










Company: Location ID
Shopify internal ID for the Company Location linked to the Order.


Allowed Values


Number


Example


123876123










Company: Location Name 
Company Location Name linked to Order.


Allowed Values


Text


Example


Shopify South Warehouse










Company: Location External ID


Export only

Company Location External ID linked to the Order.


Allowed Values


Text


Example


Shopify-123-w












Line Items


Each Order must have at least one line item.






Column
Description





Line: Type
An order consists of “Line Items”, where each of them as a certain line type. That allows to group items together in a fashion that can be reconciled with actual order data, and most importantly – cross-check that all amounts match.


Some of the line types will have details in the Line Item columns, but some will have details in their own respective columns.


    

  • Line Item: Order line item.
    • 

  • Discount: Discount which is applied to the whole order. An Order can have only one discount line.
    • 

  • Shipping Line: Shipping cost of the whole order. An Order can have only one shipping line.
    • 

  • Transaction: Indicating that in this line the transaction columns are filled. Each transaction line represents one actual transaction for the Order. See more details in the Transaction Columns section. If the transaction is a refund transaction, then it can reference several refund lines – through common refund columns. When importing, if the file does not have any rows where Line: Type is set to Transaction then the app will also import transactions from other rows where Transaction columns are filled.
    • 

  • Refund Line: Line items that belong to a certain refund. Must have the same attributes filled for line items, and show the quantity and totals in reverse – depending on how much is being refunded. Also, the Refund Columns need to be filled for each refund line. One Order can have many refunds, with many refund lines per refund.
    • 

  • Refund Shipping: If you need to refund the Shipping Line, then those details need to be entered in this line. One refund can combine refund lines and refund shipping lines. Shipping can be refunded several times until the refunded amount fully exhausts the initial shipping line amount.
    • 

  • Fulfillment Line: Indicates that in this line the Fulfillment details are written. Each Order can have several Fulfillments. And each Fulfillment can have several Fulfillment Lines – one line per Line Item being fulfilled. An Order can have additional fulfillments until all line items fulfillable quantities are fulfilled completely. If you want the whole order to be fulfilled, leave the rest of Line: column values empty.
    • 

  • Ignore: If you need to add custom lines in your fie for your Order, for example, to construct formulas, then you can use the Ignore value in the Line: Type column. The app will ignore this column and will not take any not order base values from this row.
    • 



This column is validated by the app. If an invalid value is entered then that Order will fail to import.


Allowed Values


Line Item
Discount
Shipping Line
Transaction
Refund Line
Refund Shipping
Fulfillment Line
Ignore


Example


Line Item







Line: ID
The line identifier.


When exporting, the Shopify generated IDs will be used.


Some lines need ID, some don’t, depending on the line type:


    

  • Line Item: each will have its own Line ID, generated by Shopify. When creating a new Order, Line:ID must be filled with any unique number.
    • 

  • Discount: has no Line ID
    • 

  • Shipping Line: has an ID, generated by Shopify. When creating a new Order, can leave empty.
    • 

  • Transaction: has no Line ID, because Transaction ID is stored in the “Transaction: ID” column.
    • 

  • Refund Line: has the same ID as the Line Item that is being refunded. That allows to precisely match line items and refund lines in reports. When creating a new Order, can leave empty.
    • 

  • Refund Shipping: has a specific ID taken from the shipping refund entry. When creating a new Order, can leave empty.
    • 

  • Fulfillment Line: has the same ID as the Line Item that is being fulfilled. That allows to precisely match line items and fulfillment lines in reports. When creating a new Order, can leave empty.
    • 



Allowed Values


Number


Example


728763138063







Line: Command
The command for what to do with the “Line Item” row types, when updating an existing Order.


Allowed values:


    

  • DEFAULT – will create those Line Items only when creating a new Order, and will not try to add any new Line Items when updating.
    • 

  • MERGE – will create those Line Items when creating a new Order, and will also try to add any new Line Items to that Order if it is not already added to the Order.
    • 



Note that Shopify doesn’t allow adding Line Items to an Archived Order – that’s why we will unarchive, add, and archive your Order if it’s Archived.

See our tutorial on how to bulk add Line Items to existing Orders.


Example


DEFAULT







Line: Product ID
Product ID of the line item, generated by Shopify – if the line item is a product.


Line items can be custom, without a link to the Product, in that case, the Product ID will be empty.


When importing an Order, can have a real product ID from the store. If such ID will not be found in the store (e.g. when copying Orders from another store), then the app will try to match it by “Line: Product Handle” column value.


Allowed Values


Number


Example


200005386255







Line: Product Handle
This is the secondary way, how to identify the product if it can’t be found by Product ID.


It is used in cases when copying orders from one store to another, which have the same Products – then the right product will be linked to the order by the Handle.


If no Product Handle is set in the file, then the app will try to link Line Item to the product by the Line: SKU column.


Allowed Values


Text


Example


tshirt-with-picture-of-me







Line: Title
Has a different value, depending on the Line Type:


    

  • Line Item: the title of the Order line item. When importing, even if the actual linked product will have a different title, the Order line item title will be set to this one.
    • 

  • Discount: “percentage”, “fixed_amount” or “shipping”. Shipping and Fixed Amount discounts will take value from Line: Discount, but percentage discount will take percent from Line: Price.
    • 

  • Shipping Line: the shipping title written in free form.
    • 

  • Transaction: empty
    • 

  • Refund Line: must match the “Line: Title” of the line item that is being refunded, because it is used as part the key identifying the refunded line item.
    • 

  • Refund Shipping: empty
    • 

  • Fulfillment Line: must match the “Line: Title” of the item that is being fulfilled, because it is used as part the key identifying the fulfilled line item.
    • 



If Title will contain any HTML tags then they will be removed by the app upon import.


Allowed Values


Text


Example


Tshirt With Picture Of Me







Line: Name
Has a different value, depending on the Line Type:


    

  • Line Item: full name of the Order line item, which includes the variant title. Formatted: <product title> – <variant title>. When importing – it will be saved, but will not be visible anywhere on the Order screen.
    • 

  • Discount: the free text comment that was written for the discount. If the discount code was used, then it will be here.
    • 

  • Shipping Line: the shipping code, usually has value “custom”.
    • 

  • Transaction: empty
    • 

  • Refund Line: in export will match the line item name. In import can be anything – it will be saved, but will not be visible anywhere on the Order screen.
    • 

  • Refund Shipping: empty
    • 

  • Fulfillment Line: in export will match the line item name. In import can be anything – it will be saved, but will not be visible anywhere on the Order screen.
    • 



Allowed Values


Text


Example


Tshirt With Picture Of Me - Red / XS







Line: Variant ID
Variant ID of the line item, generated by Shopify – if the line item is a product.


In the case of the a custom line item, this ID will be empty.


When importing an Order, you can have a real variant ID from the store. If such ID will not be found in the store for that product (e.g. when copying Orders from another store), then the app will try to match it by “Line: SKU” column value.


If you only have the “Variant: ID” value – you can still link that variant to the Product Variant in the Line Item by filling this value with the corresponding Product “Variant ID” value.


Allowed Values


Number


Example


1834691428367







Line: Variant Title
Has a different value, depending on the Line Type:


    

  • Line Item: the title of the product variant included in the line item.
    • 

  • Discount: empty
    • 

  • Shipping Line: the shipping source, usually “shopify”.
    • 

  • Transaction: empty
    • 

  • Refund Line: must match the “Line: Variant Title” of the line item that is being refunded, because it is used as part the key identifying the refunded line item.
    • 

  • Refund Shipping: empty
    • 

  • Fulfillment Line: must match the “Line: Variant Title” of the item that is being fulfilled, because it is used as part the key identifying the fulfilled line item.
    • 



Allowed Values


Text


Example


Red / XS







Line: SKU
Has a different value, depending on the Line Type:


    

  • Line Item: the SKU of the product variant included in the line item.
    
If there is no Line: Product ID and Line: Product Handle in the file, then the app will use SKU to find existing product and link Line Item to the Product.
    • 

  • Discount: empty
    • 

  • Shipping Line: empty
    • 

  • Transaction: empty
    • 

  • Refund Line: must match the “Line: SKU” of the line item that is being refunded, because it is used as part the key identifying the refunded line item.
    • 

  • Refund Shipping: empty
    • 

  • Fulfillment Line: must match the “Line: SKU” of the item that is being fulfilled, because it is used as part the key identifying the fulfilled line item.
    • 



Allowed Values


Text


Example


SKU-1234567







Line: Quantity
Has a different value, depending on the Line Type:


    

  • Line Item: the quantity of the line item purchased.
    • 

  • Discount: empty
    • 

  • Shipping Line: empty
    • 

  • Transaction: empty
    • 

  • Refund Line: the quantity restocked back if a refund is done with restocking. The number is negative.
    • 

  • Refund Shipping: empty
    • 

  • Fulfillment Line: the quantity being fulfilled in that particular line of fulfillment. The number is negative.
    • 



Having positive and negative quantities in their respective lines allows summing this quantity column and will always give a quantity that still needs to be either fulfilled or refunded. Good for reporting.


Allowed Values


Number


Example


100







Line: Price
Has a different value, depending on the Line Type:


    

  • Line Item: the price of one line item purchased.
    • 

  • Discount: If Discount type in Line: Title is percentage then in this column you will see the percentage value.
    • 

  • Shipping Line: the price of the shipping applied to the order.
    • 

  • Transaction: empty
    • 

  • Refund Line: must match the “Line: Price” of the line item that is being refunded, because it is used as part the key identifying the refunded line item.
    • 

  • Refund Shipping: the amount of shipping being refunded. Positive number.
    • 

  • Fulfillment Line: must match the “Line: Price” of the item that is being fulfilled, because it is used as part the key identifying the fulfilled line item.
    • 



Allowed Values


Currency


Example


5.49







Line: Discount
Has a different value, depending on the Line Type:


    

  • Line Item: line item discount. Can be entered only through Shopify Admin, and will be filled for the export. When importing, this value will be automatically added to the order discount, because Shopify doesn’t allow setting line item discounts through API. The amount is negative.
    • 

  • Discount: the whole order discount amount. The amount is negative.
    • 

  • Shipping Line: empty
    • 

  • Transaction: empty
    • 

  • Refund Line: empty
    • 

  • Refund Shipping: empty
    • 

  • Fulfillment Line: empty
    • 



Amounts in this column are organized so that you can sum all discount column per order, and get the correct total discount value for that Order.


Allowed Values


Currency


Example


-49.00







Line: Discount Allocation


Export only

Line Items allocated order discount amount. Cannot be imported.


When Order level discount is applied then it might only apply to specific Line Items. See this exported column to know how much of each Discount is allocated to each Line Item.


Allowed Values


Currency


Example


80.41







Line: Discount per Item


Export only


 

Line item level discount devided with line item quantity. Cannot be imported.


Allowed Values


Currency


Example


15.49







Line: Total


Export only

Has a different value, depending on the Line Type:


    

  • Line Item: line item total as Quantity * Price + Discount (because Discount is negative).
    • 

  • Discount: the whole order discount amount. The amount is negative.
    • 

  • Shipping Line: the price of the shipping applied to the Order.
    • 

  • Transaction: empty
    • 

  • Refund Line: refunded line item total as “refunded quantity” * Price (result will be negative because refunded quantity is negative).
    • 

  • Refund Shipping: the total amount of shipping being refunded. Negative number. When importing app will read shipping refund value from this column, if empty then from Line: Price.
    • 

  • Fulfillment Line: empty
    • 



Amounts in this column are organized so that you can sum all Line Totals per order, and get the correct total value for that Order. If the order is fully refunded, then the sum of all total lines for that Order must be 0.


Allowed Values


Currency


Example


500.00







Line: Grams
Has a different value, depending on the Line Type:


    

  • Line Item: weight per line item sold (weight of one item).
    • 

  • Discount: empty
    • 

  • Shipping Line: empty
    • 

  • Transaction: empty
    • 

  • Refund Line: must match the “Line: Grams” of the item that is being refunded, because it is used as part the key identifying the fulfilled line item.
    • 

  • Refund Shipping: empty
    • 

  • Fulfillment Line: must match the “Line: Grams” of the item that is being fulfilled, because it is used as part the key identifying the fulfilled line item.
    • 



Allowed Values


Number


Example


250







Line: Requires Shipping
Has a different value, depending on the Line Type:


    

  • Line Item: TRUE if the line item requires shipping.
    • 

  • Discount: empty
    • 

  • Shipping Line: empty
    • 

  • Transaction: empty
    • 

  • Refund Line: TRUE if the line item requires shipping.
    • 

  • Refund Shipping: empty
    • 

  • Fulfillment Line: TRUE if the line item requires shipping.
    • 



If imported empty – we will not send this field to Shopify, which will delegate this decision to Shopify – whether set to true or false automatically, depending on the linked product.


Allowed Values


TRUE
FALSE


Example


TRUE







Line: Vendor
Vendor name of the product purchased.


Allowed Values


Text


Example


Puma







Line: Properties
Additional details collected on the order from the customer about the line item – either from the product page or from the checkout page.


Each added property will be shown as “<name>: <value>”, and will include all of those properties as several lines inside the Excel cell.


When prepared in the same format, those details also can be imported.


Those are visible in Shopify Admin, on Order, for each Line Item. Those properties show only if there are any added, otherwise, they are not shown here.


Read more about collecting additional properties for order line items:



If the name or value part itself will contain : then app will escape it with \.

ASk our support if you need for app to specifically not escape additional :.


Allowed Values


Lines of


name: value


Example


Color: Red
Engraving: My Name







Line: Gift Card
TRUE if the line item is a gift card.


If Line Item is Gift Card then by default Shopify automatically fulfills the Gift Card Line Items once the order is paid.

This setting can be adjusted in Shopify Admin -> Settings -> Checkout -> Order processing.


Allowed Values


TRUE
FALSE


Example


FALSE







Line: Force Gift Card
Sending (fulfilling) gift cards is Shopify setting that can be disabled in a store, but it turned on by default.

This column is for additional safety so that Gift Cards are not sent for old orders when migrating from store to store.Default and exported value is “No” – Importing with “No” will import the line item as a custom line item so that Shpify does not automatically send out actual gift cards to customers.Importing value “Yes” – allows creating a fulfillment of the Gift Card as a real one, and send it to the Customer. Might fail if Shopify also is auto-fulfilling Gift Cards as well.Importing value “Shopify” – creates a real Gift Card line item, and delegate the fulfillment action to whatever is configured in Shopify Admin -> Settings -> Checkout.


Allowed Values


No
Yes
Shopify


Example


No







Line: Taxable
TRUE if the line item is taxable.


If imported empty – we will not send this field to Shopify, which will delegate this decision to Shopify – whether set to true or false automatically, depending on the linked product.


Allowed Values


TRUE
FALSE


Example


TRUE







Line: Tax Total


Export only

Sum of taxes in this line.


Allowed Values


Currency


Example


29.85









Line Tax Columns


Whole order-level tax columns.


Will apply only tax to the line item where specified, to split the tax between all taxable line items, use order-level tax columns.


Can be applied to Line Item and Shipping Line rows.


You can have up to 100 different taxes applied to each line item.

In the export, the first 3 Line Item Tax columns will be within other Order Line Item columns, if you have more than 3 Line Item taxes, then those columns will get added at the end of the file.


Tax title/name columns:


Line: Tax 1 Title

Line: Tax 2 Title

Line: Tax 3 Title

…

Line: Tax 100 Title


Example


VAT


Tax rate columns:


Value 1 = 100%


Line: Tax 1 Rate

Line: Tax 2 Rate

Line: Tax 3 Rate

…

Line: Tax 100 Rate


Example


0.21


Tax amount columns:


Line: Tax 1 Price

Line: Tax 2 Price

Line: Tax 3 Price

…

Line: Tax 100 Price


Example


210.00







Line: Fulfillable Quantity


Export only

The quantity of the line item that is still left to be fulfilled.


For import this is calculated from actual fulfillments.


Allowed Values


Number


Example


50







Line: Fulfillment Service
Cannot be set for Order Line Items.


In the Import process only used for Shipping Line rows – Requested Fulfillment Service ID.

A reference to the fulfillment service that is being requested for the shipping method. Present if the shipping method requires processing by a third-party fulfillment service; null otherwise.


Exported Values for Line Items


manual
amazon
shipware
<other provider handle>


Example


manual







Line: Fulfillment Status


Export only

Summary of the line item fulfillment status:


    

  • fulfilled: line item is fulfilled completely
    • 

  • partial: part of line item is fulfilled
    • 

  • <empty>: line item is not started to fulfill
    • 



Allowed Values


fulfilled
partial
<empty>


Example


fulfilled







Line: Pre Tax Price


Export only

Line Items price pre-tax and after line item level and order level discounts.


Is only returned by Shopify and exported for Shopify Plus stores that have the Avalara AvaTax app installed.


Allowed Values


Currency


Example


205.00









Line Items Product Data


Those columns are only exported. They will get ignored if being imported back.


Note that if you change the data of your Shopify Product, the Order Line items will remain as they were when the order was placed, but the Product Data columns will contain the current product data.






Column
Description




Line: Product Type


Export only

Product Type


Allowed Values


Text


Example


T-shirt






Line: Product Tags’


Export only

Product Tags


Allowed Values


Text


Example


Color: Red, Eatable, Featured, Type: Skirt






Line: Variant SKU


Export only

Product Variant SKU


Allowed Values


Text


Example


SKU-1133






Line: Variant Barcode
Product Variant Barcode. If file does not have Line: Variant ID or Line: SKU specified then app will try to link orders line item to the product by this field when creating new Orders or adding order line items.


Allowed Values


Text


Example


123456789






Line: Variant Weight


Export only

Product Variant Weight


Allowed Values


Number


Example


20.99






Line: Variant Weight Unit


Export only

Product Variant Weight Unit


Allowed Values


Text


Example


lb






Line: Variant Inventory Qty


Export only

Product Variant Inventory Quantity


If you have the inventory distributed across several locations, then this quantity will show the total sum of available inventory of this variant across all your locations.


Allowed Values


Number


Example


99






Line: Variant Cost


Export only

Product Variant Cost


Allowed Values


Number


Example


14.99






Line: Variant Price

Export only		
Linked Product Variants Price


Allowed Values


Number


Example


55.99






Line: Variant Compare at Price


Export only

Linked Product Variants Compare at Price


Allowed Values


Number


Example


37.99








Refunds


Refund columns extend the rows of line type “Refund Line”, and contain additional data about refunds.


 






Column
Description




Refund: ID
The ID of the refund, generated by Shopify.


When importing, need to be the same number for all the refund lines that belong to the same Refund. This number will be used to link those refund lines together and include them in that refund transaction.


Allowed Values


Number


Example


123123123






Refund: Created At
Date and time when the refund was created and processed.


In the export, this field will be when the Refund was actually created in Shopify.


When importing new refund, the app will set this date as Refund Processed At date in Shopify.


Allowed Values


Date & Time


Example


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






Refund: Note
Note attached to the refund, usually explaining the refund reason.


Allowed Values


Text


Example


Agreed with customer.






Refund: Restock
TRUE if the line items are being restocked. Meaning that quantities are increased back in stock.


Allowed Values


TRUE
FALSE


Example


TRUE






Refund: Restock Type
If “Refund: Restock” is set as TRUE then you can specify the restock type.


    

  • cancel: Use when restocking unfulfilled line items. The canceled quantity will be added back to the available count. The number of fulfillable units for this line item will decrease.
    • 

  • return: Use when restocking fulfilled line items that will be returned to the inventory. The returned quantity will be added back to the available count. The number of fulfillable units for this line item will remain unchanged.
    • 



Allowed Values


cancel
return


Example


return






Refund: Restock Location
If you have the “Refund: Restock” set as TRUEthen you can set here the name of the location to which the restocked items should be sent. If you leave this empty then the items will be sent back to the default location.


Read more about Multi-Location Inventory.


Allowed Values


Location Name


Example


Main Warehouse






Refund: Send Receipt
When you create a Refund, set this to TRUE if you want the customer to receive a notification receipt of that refund.


By default this is set to FALSE.


Allowed Values


TRUE
FALSE


Example


FALSE






Refund: Generate Transaction
In a few cases, in Shopify, there are refunds that do not contain any transactions. If this column has value FALSE then the app will not automatically generate any extra transactions and if there are none linked in the file to the Refund then the Refund will be imported without transactions. If there is a Transaction listed in the file that is linked to the refund, then that will still be imported.


If you need for the app to generate Transaction automatically, for example, when bulk importing Refunds, then you can have this column with value TRUE.

In import, if this column is not in the file or is empty, the app will assume the value TRUE.


In exported file always exported as FALSE.


Allowed Values


TRUE
FALSE


Example


FALSE








Transactions


Transaction columns extend the rows of Line: Type column has value Transaction, and contain data about transactions.

When importing Orders, if the file does not have any rows where Line: Type is set to Transaction then the app will also import transactions from other rows where the following Transaction columns are filled.






Column
Description




Transaction: ID


Export only

The ID of the transaction, generated by Shopify.


When the transaction for a refund is created, it needs to have also the column “Refund: ID” filled with the same refund ID that was assigned to all refund line items. That way the transaction is linked to the refund.


Allowed Values


Number


Example


280328273935






Transaction: Kind


    

  • authorization: represents an amount reserved against the cardholder’s funding source. Money does not change hands until an authorization is captured by “capture” transaction. There can be only one authorization transaction per Order.
    • 

  • capture: transfer of the money that was reserved during the authorization stage. There can be several capture transactions per order, until they reach the total sum of authorization transaction.
    • 

  • sale: an authorization and capture performed together in a single step, usually by pressing the “Paid” button in the Shopify Admin. In this case there will be no associated card transaction. There can be only one sale transaction per Order.
    
You can import sale transaction for existing order with remaining amount to mark the order as paid.
    • 

  • refund: a partial or full return of captured funds. A refund can only happen after a capture or sale transaction, and cannot exceed their amount. There can be several refund transactions – one per Refund.
    • 

  • void: cancellation of a transaction.
    • 



Allowed Values


authorization
sale
capture
refund
void


Example


sale






Transaction: Processed At
Date and time when the transaction was created.


Can be imported when creating a new order and analytics should show the Transactions on the correct dates.

Cannot be updated for existing Transactions and cannot be set when importing transactions for existing Orders.


Allowed Values


Date & Time


Example


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






Transaction: Amount
The transaction amount.


For the capture transactions, the amount can be less than authorization amount, so there can be several capture transactions.


For refund transactions the transaction amount can be different from the line items total amount being refunded, because sometimes there can be non-full refunds, or refunds that are bigger than the cost of line items.


Allowed Values


Currency


Example


123.99






Transaction: Currency
The currency of the transaction.


Since the Shopify store can operate in just one currency, it’s best to have the transaction currency the same as the Order currency, and as the Store default currency. Shopify doesn’t do any currency conversions.


Allowed Values


Currency code in ISO 4217 format


Example


USD






Transaction: Status
The transaction status is mainly for the export.


When importing, there is no point importing transactions with statuses other than success.


Allowed Values


success
pending
failure
error


Example


success






Transaction: Message


Export only

Transaction comment generated by the Shopify. Usually the name of the reply of the used payment gateway.


Allowed Values


Text


Example


PayPal Confirmed






Transaction: Gateway
The name of the used payment gateway.


When importing void or refund transaction, must match the same gateway as the original transaction.


Allowed Values


Text


Example


paypal






Transaction: Force Gateway


Imported only

This column works as an apps safety mechanism so that real transactions are not issued when migrating data from store to store.


If left empty or is value FALSE then the app will set the imported Transaction: Gateway to manual (<gateway>).


If you wish to create transactions with a real gateway for refunds or captures, please set this column to the value TRUE.


Allowed Values


TRUE
FALSE


Example


FALSE






Transaction: Test
TRUE if this is a test transaction.


Allowed Values


TRUE
FALSE


Example


FALSE






Transaction: Authorization
Authorization code provided by the payment gateway.


When importing Capture transactions, the app will use this column to match Capture with Authorization transactions.

If there are multiple unique Authorization transactions with the same value in this column, the app will add a unique suffix to ensure that it can be used to match Capture transactions.


Allowed Values


Number


Example


53433






Transaction: Payment ID
The payment ID associated with the transaction.


Allowed Values


Number


Example


45748823456






Transaction: Device ID
The ID for the device.


Allowed Values


Number


Example


3428732872






Transaction: User ID
The ID for the user who was logged into the Shopify POS device when the order was processed, if applicable.


Allowed Values


Number


Example


23536246233






Transaction: Parent ID
Shopify generated parent transaction ID.


When importing Capture transactions app will use transactions with this ID as parent transactions.

If there is no transaction with such ID then Transaction: Authorization the column will be used.


Allowed Values


Number


Example


280328273935






Transaction: Error Code


Export only

The error code, indicating the reason for failed transaction. The same codes for any payment gateway.


Allowed Values


incorrect_number
invalid_number
invalid_expiry_date
invalid_cvc
expired_card
incorrect_cvc
incorret_zip
incorrect_address
card_declined
processing_error
call_issuer
pick_up_card


Example


expired_card






Transaction: CC AVS Result


Export only

The Response code from AVS the address verification system. The code is a single letter; see this chart for the codes and their definitions.


Allowed Values


One character








Transaction: CC Bin


Export only

The issuer identification number (IIN), formerly known as bank identification number (BIN) of the customer’s credit card. This is made up of the first few digits of the credit card number.


Allowed Values


Number


Example


1






Transaction: CC CVV Result


Export only

The Response code from the credit card company indicating whether the customer entered the card security code, a.k.a. card verification value, correctly. The code is a single letter or empty string; see this chart for the codes and their definitions.


Allowed Values


One character








Transaction: CC Number


Export only

The customer’s credit card number, with most of the leading digits masked with •.


Allowed Values


Masked Card Number


Example


•••• •••• •••• 4242






Transaction: CC Company


Export only

The name of the company who issued the customer’s credit card.


Allowed Values


Text


Example


Visa








Transactions – Risk Columns


Each Order has an associated fraud risk evaluation from Shopify or other risk assessment service, which is exported to risk those columns.






Column
Description




Risk: Source


Export only

The source of the risk assessment.


Allowed Values


Text


Example


Shopify






Risk: Score


Export only

A number between 0 and 1 that is assigned to the order. The closer the score is to 1, the more likely it is that the order is fraudulent.


Allowed Values


Decimal number


Example


0.5






Risk: Recommendation


Export only

Suggested recommendation for the action to take on the Order in terms of mitigating the risk:


    

  • cancel: This order should be canceled by the merchant.
    • 

  • investigate: This order might be fraudulent and needs further investigation.
    • 

  • accept: This check found no indication of fraud.
    • 



Allowed Values


cancel
investigate
accept


Example


accept





Risk: Cause Cancel


Export only

This will indicate that this risk was severe enough to force the cancellation of the order.


Allowed Values


TRUE
FALSE


Example


FALSE






Risk: Message


Export only

A message explaining the risk.


Allowed Values


Text


Example


This order came from an anonymous proxy.








Fulfillments


Each Order can have none, one or many fulfillments, which are essential – the deliveries of ordered line items. Each fulfillment can contain one or many line items of different quantities grouped by the “Fulfillment: ID” column.


You can fill “Fulfillment: …” columns in the rows that have “Line: Type” set as “Line Item” and the app will fulfill that line item for its full quantity.






Column
Description




Fulfillment: ID
Fulfillment ID generated by Shopify.


Is used to group together line items into fulfillments. Those columns need to be filled for the Line: Type “Fulfillment Line”.


Rows with the same Fulfillment ID will be grouped into the same fulfillment.


When importing, you can invent your own Fulfillment ID, which will allow you to group line items into fulfillments, but it will not be set in the Shopify, it will be only used by the app to group Fulfillments.


Allowed Values


Number


Example


311117676559






Fulfillment: Status
The status of the fulfillment.


    

  • success: The fulfillment was successful.
    • 

  • cancelled: The fulfillment was cancelled.
    • 

  • error: There was an error with the fulfillment request.
    • 

  • failure: The fulfillment request failed.
    • 



With import only success and cancelled can be set for the Order Fulfillment.


Allowed Values


success
cancelled


Example


success






Fulfillment: Created At


Export only

Date and time when the fulfillment was created.


When importing, the fulfillment will be dated at the moment when it is being imported.


Allowed Values


Date & Time


Example


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






Fulfillment: Updated At


Export only

Date and time when the fulfillment was last updated.


Allowed Values


Date & Time


Example


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






Fulfillment: Processed At


Import only

Date and time for your last Fulfillment Event.


If you have “Fulfillment: Shipment Status” set to “delivered” or “failure” then this is the delivery or delivery failure date that is displayed in Shopify.


Shopify displays this value in the UTC time-zone even if you have saved it in your time-zone.


Allowed Values


Date & Time


Example


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






Fulfillment: Tracking Company
The name of the tracking company – either empty or written exactly as in this list:


    

  • 4PX
    • 

  • APC
    • 

  • Amazon Logistics UK
    • 

  • Amazon Logistics US
    • 

  • Anjun Logistics
    • 

  • Australia Post
    • 

  • Bluedart
    • 

  • Canada Post
    • 

  • Canpar
    • 

  • China Post
    • 

  • Chukou1
    • 

  • Correios
    • 

  • DHL Express
    • 

  • DHL eCommerce
    • 

  • DHL eCommerce Asia
    • 

  • DPD
    • 

  • DPD Local
    • 

  • DPD UK
    • 

  • Delhivery
    • 

  • Eagle
    • 

  • FSC
    • 

  • FedEx
    • 

  • GLS
    • 

  • GLS (US)
    • 

  • Globegistics
    • 

  • Japan Post (EN)
    • 

  • Japan Post (JA)
    • 

  • La Poste
    • 

  • New Zealand Post
    • 

  • Newgistics
    • 

  • PostNL
    • 

  • PostNord
    • 

  • Purolator
    • 

  • Royal Mail
    • 

  • SF Express
    • 

  • SFC Fulfillment
    • 

  • Sagawa (EN)
    • 

  • Sagawa (JA)
    • 

  • Sendle
    • 

  • Singapore Post
    • 

  • TNT
    • 

  • UPS
    • 

  • USPS
    • 

  • Whistl
    • 

  • Yamato (EN)
    • 

  • Yamato (JA)
    • 

  • YunExpress
    • 



Allowed Values


Text


Example


FedEx






Fulfillment: Location
The name of your Location where the fulfillment is being shipped from.


If you leave it empty then the app will assume the first location from your Locations.


Read more about Multi-Location Inventory.


Important: If your inventory is managed by external service, like Amazon or Oberlo – then using this location to create a fulfillment, will actually initiate fulfillment in that fulfillment service – meaning, it will ship those line items to the customer.


Allowed Values


Location Name


Example


Main Warehouse






Fulfillment: Shipment Status
The status of the shipment.


    

  • label_printed: A label for the shipment was purchased and printed.
    • 

  • label_purchased: A label for the shipment was purchased, but not printed.
    • 

  • attempted_delivery: Delivery of the shipment was attempted, but unable to be completed.
    • 

  • ready_for_pickup: The shipment is ready for pickup at a shipping depot.
    • 

  • confirmed: The carrier is aware of the shipment, but hasn’t received it yet.
    • 

  • in_transit: The shipment is being transported between shipping facilities on the way to its destination.
    • 

  • out_for_delivery: The shipment is being delivered to its final destination.
    • 

  • delivered: The shipment was succesfully delivered.
    • 

  • failure: Something went wrong when pulling tracking information for the shipment, such as the tracking number was invalid or the shipment was canceled.
    • 



You can also set date for your Shipment Status in the “Fulfillment: Processed At” field.

If your Shipment Status is “delivered” or “failure” then the date will be displayed in Shopify.


Allowed Values


label_printed
label_purchased
attempted_delivery
ready_for_pickup
confirmed
in_transit
out_for_delivery
delivered
failure


Example


delivered






Fulfillment: Tracking Number
Tracking number provided by the shipping company.


Allowed Values


Semicolon-separated strings


Example


112345Z2345; 12362z2n568ssdg; abc123987qwe






Fulfillment: Tracking URL
The URL to track the shipment.


If provided, then it will be imported as given.


If empty, then Shopify will generate it from the tracking company and tracking number combination.


Allowed Values


Semicolon-separated strings


Example


https://mypost.com/mail.php?code=123; https://mypost.com/mail.php?code=abc123






Fulfillment: Send Receipt
Tells whether to send a notification Email to the Customer when the Fulfillment is created or updated.


The default is FALSE.


Allowed Values


TRUE
FALSE


Example


FALSE








Optional – Shipping Columns


    

  • It does not matter what is the “Line: Type” where you list this Shipping.
    • 

  • Only information about one shipping can be added thru these columns if multiple rows will be filled the app will take Shipping from first that has a value in any of these columns.
    • 

  • If you will also have Shipping Line then the app will add both Shipping to the Order.
    • 



Here are all the extra columns you can add to your Order import to add Shipping when creating an Order.






Shipping Line: Title
The shipping title, written in free form.


Allowed Values


Text


Example


Worldwide






Shipping Line: Code
The shipping code usually has value “custom”.


Allowed Values


Text


Example


custom






Shipping Line: Source
The shipping source, usually “shopify”.


Allowed Values


Text


Example


shopify






Shipping Line: Price
The price of the shipping applied to the order.


Allowed Values


Number


Example


5






Shipping Line: Tax Title
Title of the applied tax.


Allowed Values


Text


Example


VAT






Shipping Line: Tax Rate
The rate of tax applied.


Allowed Values


Number


Example


0.21






Shipping Line: Tax Price
The calculated tax in the order currency.


Allowed Values


Number


Example


1.05








Metafields


Read more detailed documentation on Metafields page.




Updating Orders


Shopify limits the ability to update existing Orders – as you also can see in the Shopify Admin that you can update only very limited data for an existing Order.


You can update (using the UPDATE or MERGE Command) only the following columns for Orders:






Column
Comment




Note





Tags





Email
Order level contact email.




Phone
Order level contact phone number.




Processed At
You can change the date when Order was created. Will work only for orders created through the Apps.




Cancelled At
In some cases, Shopify might not allow canceling an order, for example, if it is already being fulfilled. Although you specify the date here, the Order will be made cancelled as of the moment of the import, because Shopify doesn’t set specific cancel time.




Cancel: Reason
Can only cancel an Order with one of the following reasons: customer, inventory, fraud, declined, other. If the cancel reason is not specified, the “other” reason will be assumed by default.




Cancel: Send Receipt
Set to TRUE if at the moment of cancelling the Order, you need the client to receive the e-mail notification about the cancelled payment.




Closed At
Makes the Order to become Archived. To unarchive, import this column as empty. Although you specify the date here, the Order will be made archived as of the moment of the import, because Shopify doesn’t set specific archive time.




Additional Details





Customer: ID
Can only set to empty ID – that will remove the Customer from the Order. Cannot switch the Order to another Customer.




 Customer: Email
This will change the Contact Information of that Order.




Customer: Phone
This will change the Contact Information of that Order.




 Shipping: First Name





 Shipping: Last Name





 Shipping: Company





 Shipping: Phone





 Shipping: Address 1





 Shipping: Address 2





 Shipping: Zip





 Shipping: Province





 Shipping: Province Code





 Line: Type







 Fulfillment: ID





 Fulfillment: Status





 Fulfillment: Tracking Company





 Fulfillment: Shipment Status





 Fulfillment: Tracking Number





 Fulfillment: Tracking URL





Metafield: …
Any Metafields can be updated.






You can also add the Line Items to an existing Order, by specifying the “Line: Command” as “MERGE”, and filling in the “Line: …” columns for that Order.


For specific typical Orders updating scenarios, look into Tutorials / Orders.


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




ID
Allows you to list specific Order IDs to export.

Separated by a comma.


Possible Conditions


    

  • equals to any of
    • 

  • not equal to any of
    • 



Example


12311123423,2342342342






Name
Allows to export Orders that starts with any of the text.

Separated by a comma.


Possible Conditions


    

  • equals to any of
    • 

  • starts with any of
    • 



Example


#1015, #1023






Created At
Allows exporting Orders which were created in the Shopify within a specific date range.


Relative date condition allows you to export Orders that have been created in the last full amount of time.


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


Possible Conditions


    

  • on or after
    • 

  • on or before
    • 

  • date range
    • 

  • relative date
    • 







Updated At
Allows exporting Orders which were last updated in the Shopify within a specific date rangeRelative date condition allows you to export Orders that have been updated in the last full amount of time.


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


Possible Conditions


    

  • on or after
    • 

  • on or before
    • 

  • date range
    • 

  • relative date
    • 







Processed At
Allows exporting Orders which were processed in the Shopify within a specific date rangeRelative date condition allows you to export Orders that have been updated in the last full amount of time.


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


Possible Conditions


    

  • on or after
    • 

  • on or before
    • 

  • date range
    • 

  • relative date
    • 







Tags
Allows to export Orders 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






Status
It allows you to export all Orders that have a specific status.


You can select multiple conditions in this filter. Selecting all would be the same as not applying the filter.


Possible Conditions


    

  • Open
    • 

  • Canceled
    • 

  • Archived
    • 







Payment Status
Allows exporting all Orders with specific Payment Status


You can select multiple conditions in this filter. Selecting all would be the same as not applying the filter.


Possible Conditions


    

  • Unpaid
    • 

  • Authorized
    • 

  • Pending
    • 

  • Partially Paid
    • 

  • Paid
    • 

  • Partially Refunded
    • 

  • Refunded
    • 

  • Voided
    • 







Fulfillment Status
Allows exporting all Orders with specific Fulfillment Status.


You can select multiple conditions in this filter. Selecting all would be the same as not applying the filter.


Possible Conditions


    

  • Unfulfilled
    • 

  • Partially Fulfilled
    • 

  • Fulfilled
    • 







Discount Code
Allows to export Orders where specific Discount Code has been used.

Separated by a comma.


Possible Conditions


    

  • equals to any of
    • 

  • not equal to any of
    • 

  • contains any of
    • 

  • starts with any of
    • 



Example


CODE 123, Summer-Sale






Payment Gateway
Allows you to export Orders where a specific Payment Gateway has been used.


Possible Conditions


    

  • equals to any of
    • 

  • not equal to any of
    • 



Example


paypal






Source
Allows export Orders that are coming from a specific source.


Possible Conditions


    

  • equals to any of
    • 

  • not equal to any of
    • 



Example


shopify_draft_order






Billing: Country Code
Filters Orders that have billing address with specific country code.


You can list multiple two-digit country codes, separated by a comma.

You can see a 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






Shipping: Country Code
Filters Orders that have shipping address with specific country code.


You can list multiple two-digit country codes, separated by a comma.

You can see a 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






Line: Product Handle
A comma-separated list of the product Handle fragments. Will look through all the Line Items and if any of them will contain this Handle, then the whole Order will get included in the export.


Possible Conditions


    

  • equals to any of
    • 



Example


my-product-handle, other-product-handle






Line: Vendor
Comma-separated list of the product Vendor name fragments. Will look through all the Line Items and if any of them will contain this product Vendor, then the whole Order will get included in the export.


Possible Conditions


    

  • contains any of
    • 

  • contains all of
    • 

  • contains none of
    • 

  • equals to any of
    • 

  • equals to all of
    • 

  • not equal to any of
    • 



Example


Vendor-1, Vendor Other






Line: SKU
Allows exporting Orders that have at least one Line Item with specific SKU/s.

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
    • 



Example


MY-SKU-1, Other SKU, SKU123123






Line: Variant Inventory Qty
Filters the Orders export by Line Items linked Product Variant current total Inventory Quantity.


Possible Conditions


    

  • equals
    • 

  • less than
    • 

  • less than or equal to
    • 

  • greater than
    • 

  • greater than or equal to
    • 

  • between
    • 



Example


99






Line: Type
Filter only Orders that have specific lines in them. For example, selecting Transaction will only export Orders that have Transactions.


Possible Conditions


    

  • Line Item
    • 

  • Discount
    • 

  • Shipping Line
    • 

  • Refund Line
    • 

  • Refund Shipping
    • 

  • Transaction
    • 

  • Fulfillment Line
    • 







Refund: Created At
Filter Orders by their refund created dates.


Export only Orders that have refunds at a specific date range.


Possible Conditions


    

  • on or after
    • 

  • on or before
    • 

  • date range
    • 

  • relative date
    • 







Metafield
Filters the Orders export by Order level 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
    • 









Good To Know


    

  • If you need to update something beyond that is allowed to update, please use the REPLACE command and replace the whole order with another – that will allow you to set any data at the moment of order creation.
    • 

  • To import several line items to Order, just repeat the row with the same ID or Name.
    • 

  • When importing Orders from scratch, start by the minimal fields, and grow it up from there, using the REPLACE command.
    • 

  • Shopify orders name will be affected by the import, any new created order in the store adds +1 to the orders number sequence in the store. For example, if before the import your last order was #1500 and you import 200 orders, then the next customer placed order after the import will be #1701 no matter what name was given to the Orders at the import..
    • 

  • If your store has 3rd party fulfillment or location integration make sure to inform them about the import process as this action will trigger webhooks (these webhooks cannot be disabled by Matrixify at the import).
    • 


            


        


    

    

    

    

    




    



    



    

        

            

                


                    


                        

                            

                                
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