General

ID

Description	Example Value
Shopify's unique company identifier	`987654321012`

If present, the ID will be used to find an existing company on the store. When importing, the ID will be used to see if the company already exists. If there's no ID match the app will attempt to find an existing company using the Name.

Name

Description	Example Value
Company name (must be unique)	`ABC Corporation`

The company name used for identification and display. Company names must be unique within your store. This field is used for grouping multiple rows together and finding an existing company on the store if the ID is not present.

Command

Description	Example Value
Action to perform: MERGE, DELETE, NEW	`MERGE`

MERGE: Update existing company or create if not found
DELETE: Remove the company from the store
NEW: Create a new company (will fail if company already exists)
UPDATE: Update existing company (fails if not found)
REPLACE: Delete existing company completely and create new with file data
IGNORE: Skip this company during import

External ID

Description	Example Value
External system identifier for the company	`ABC-CORP-456`

External identifier for integration with other systems. External IDs must be unique across all companies and cannot contain spaces.

Notes

Description	Example Value
Free text notes about the company	`Preferred wholesale client`

Internal notes about the company that are visible only to store staff.

Customer Since

Description	Example Value
Date when company became a customer	`2019-03-15 14:30:00 -0500`

The date when the company first became a customer. This can only be set when creating a new company, not when updating.

Lifetime Duration

Description	Example Value
How long company has been a customer - Export only	`2 years`

A human-readable duration showing how long the company has been a customer. This field is export-only and cannot be imported.

Created At

Description	Example Value
Date and time when company was created - Export only	`2019-03-15 14:30:00 -0500`

The timestamp when the company was originally created. This field is export-only and cannot be imported.

Updated At

Description	Example Value
Date and time when company was last updated - Export only	`2024-01-20 09:15:30 -0500`

The timestamp when the company was last modified. This field is export-only and cannot be imported.

Main Contact: Customer ID

Description	Example Value
Shopify ID of the main contact customer	`456789123456`

The unique identifier of the customer who serves as the main contact for the company.

Main Contact: Customer Email

Description	Example Value
Email of the main contact customer	`[email protected]`

The email address of the customer who serves as the main contact for the company.

Contact Count

Description	Example Value
Number of customers linked to the company - Export only	`12`

The total number of customers linked to this company. This field is export-only and cannot be imported.

Location Count

Description	Example Value
Number of locations within the company - Export only	`5`

The total number of locations within this company. This field is export-only and cannot be imported.

Order Count

Description	Example Value
Total orders placed by the company - Export only	`271`

The total number of orders placed by this company. This field is export-only and cannot be imported.

Total Spent

Description	Example Value
Total amount spent by the company - Export only	`31425.99`

The total amount spent by this company across all orders. This field is export-only and cannot be imported.

Row

Description	Example Value
Row number for multi-row data	`1`

Used when a company spans multiple rows (e.g., when including multiple locations or customers).

Top Row

Description	Example Value
Whether this is the first row for this company	`TRUE`

TRUE: This is the primary row for the company
FALSE: This is a secondary row for additional location or customer data

Locations

Location: ID

Description	Example Value
Unique location identifier	`192837465098`

The unique identifier for a specific location within the company.

Location: Name

Description	Example Value
Location name	`Downtown Office`

The display name for this company location.

Location: Command

Description	Example Value
Action to perform: MERGE, DELETE, NEW	`MERGE`

MERGE: Update existing location or create if not found
DELETE: Remove the location from the company
NEW: Create a new location (will fail if location already exists)
UPDATE: Update existing location (fails if not found)
REPLACE: Delete existing location and create new one

Location: External ID

Description	Example Value
External identifier for location	`ABC-DOWNTOWN-789`

External identifier for the location for integration with other systems.

Location: Phone

Description	Example Value
Location phone number	`+14165551234`

The phone number for this location. Must include country codes (e.g., +1 for US/Canada).

Location: Notes

Description	Example Value
Notes about the location	`Primary sales office`

Internal notes about this specific location.

Location: Created At

Description	Example Value
When location was created - Export only	`2019-03-20 10:45:00 -0500`

The timestamp when this location was created. This field is export-only and cannot be imported.

Location: Updated At

Description	Example Value
When location was last updated - Export only	`2024-01-25 16:20:15 -0500`

The timestamp when this location was last updated. This field is export-only and cannot be imported.

Location: Locale

Description	Example Value
Preferred locale for this location	`en`

The preferred language/locale code for this location.

Location: Tax ID

Description	Example Value
Tax registration ID for location	`TAX789456123`

The tax registration identifier for this location.

Location: Tax Setting

Description	Example Value
Whether to collect tax at location	`Collect`

Tax collection setting for this location:

Collect: Collect taxes at this location
Do not collect: Do not collect taxes

Location: Tax Exemptions

Description	Example Value
Available tax exemptions	`US_CA_RESELLER_EXEMPTION, CA_PST_EXEMPTION`

Comma-separated list of tax exemptions available for this location. Tax exemptions are only applied when Tax Setting is set to "Collect".

Location: Allow Shipping To Any Address

Description	Example Value
Allow customers to ship to any address	`FALSE`

TRUE: Customers can ship orders to any address
FALSE: Customers are restricted to predefined addresses

Location: Checkout To Draft

Description	Example Value
Whether checkout creates draft orders	`FALSE`

TRUE: Checkouts create draft orders that require approval
FALSE: Checkouts create regular orders

Location: Checkout Payment Terms

Description	Example Value
Payment terms for this location	`Net 30`

Payment terms for orders from this location:

(empty): No specific payment terms
Due on fulfillment: Payment due when order is fulfilled
Net 7: Payment due within 7 days
Net 15: Payment due within 15 days
Net 30: Payment due within 30 days
Net 45: Payment due within 45 days
Net 60: Payment due within 60 days
Net 90: Payment due within 90 days

Location: Checkout Pay Now Only

Description	Example Value
Whether payment is required at checkout	`TRUE`

TRUE: Payment is required at checkout
FALSE: Payment can be deferred based on payment terms

Location: Shipping First Name

Description	Example Value
Shipping address first name	`Sarah`

The first name for the shipping address at this location.

Location: Shipping Last Name

Description	Example Value
Shipping address last name	`Johnson`

The last name for the shipping address at this location.

Location: Shipping Recipient

Description	Example Value
Shipping recipient identity	`Warehouse Team`

The recipient identifier for shipments to this location.

Location: Shipping Phone

Description	Example Value
Shipping address phone number	`+12125559876`

The phone number for the shipping address at this location.

Location: Shipping Address 1

Description	Example Value
Shipping street address line 1	`456 Main St`

The primary street address line for shipping to this location.

Location: Shipping Address 2

Description	Example Value
Shipping street address line 2	`Suite 200`

Additional address information for shipping to this location.

Location: Shipping Zip

Description	Example Value
Shipping postal code	`10001`

The postal or zip code for the shipping address.

Location: Shipping City

Description	Example Value
Shipping city	`New York`

The city for the shipping address.

Location: Shipping Province Code

Description	Example Value
Shipping province/state code	`NY`

The state or province code for the shipping address.

Location: Shipping Country Code

Description	Example Value
Shipping country code	`US`

The two-letter country code for the shipping address. This field is mandatory for shipping addresses.

Location: Billing First Name

Description	Example Value
Billing address first name	`Michael`

The first name for the billing address at this location.

Location: Billing Last Name

Description	Example Value
Billing address last name	`Davis`

The last name for the billing address at this location.

Location: Billing Recipient

Description	Example Value
Billing recipient identity	`Finance Department`

The recipient identifier for billing purposes at this location.

Location: Billing Phone

Description	Example Value
Billing address phone number	`+16475553210`

The phone number for the billing address at this location.

Location: Billing Address 1

Description	Example Value
Billing street address line 1	`789 Oak Avenue`

The primary street address line for billing at this location.

Location: Billing Address 2

Description	Example Value
Billing street address line 2	`Floor 3`

Additional address information for billing at this location.

Location: Billing Zip

Description	Example Value
Billing postal code	`M5V 2A8`

The postal or zip code for the billing address.

Location: Billing City

Description	Example Value
Billing city	`Toronto`

The city for the billing address.

Location: Billing Province Code

Description	Example Value
Billing province/state code	`ON`

The state or province code for the billing address.

Location: Billing Country Code

Description	Example Value
Billing country code	`CA`

The two-letter country code for the billing address. This field is mandatory for billing addresses.

Location: Catalogs

Description	Example Value
Semicolon-separated list of catalog names	`Wholesale Pricing; B2B Discounts`

Semicolon-separated list of catalog names assigned to this location. Catalogs allow you to assign different pricing structures to different company locations.

Location: Catalogs Command

Description	Example Value
Catalog action: MERGE, DELETE, REPLACE	`MERGE`

MERGE: Add new catalogs while keeping existing ones
DELETE: Remove specified catalogs from the location
REPLACE: Remove all existing catalogs and add only those listed

Linked Customers

Customer: ID

Description	Example Value
Shopify customer ID	`789012345678`

The unique identifier of the customer to be linked to the company location.

Customer: Email

Description	Example Value
Customer email address	`[email protected]`

The email address of the customer to be linked to the company location.

Customer: Command

Description	Example Value
Customer action: MERGE, DELETE	`MERGE`

MERGE: Update customer's role or add to location
DELETE: Remove customer from the company entirely

Customer: First Name

Description	Example Value
Customer first name	`Amanda`

The first name of the customer being linked to the company.

Customer: Last Name

Description	Example Value
Customer last name	`Wilson`

The last name of the customer being linked to the company.

Customer: Location Role

Description	Example Value
Customer's role at this location	`Location admin`

The role assigned to the customer at this company location:

Ordering only: Customer can place orders but cannot manage
Location admin: Customer can manage the location and place orders

Export Filters

You can use these filters to limit which companies are exported:

name: Filter by company name
created_at: Filter by creation date
updated_at: Filter by last update date
customer_since: Filter by customer since date
external_id: Filter by external ID

Company Fields