Excel Sheet Name
Draft Orders
To tell the app that you are importing Draft Orders you need:
- If using CSV file then the file name needs to contain the word “Draft Orders”, for example, “my-shopify-draft-orders.csv”
- If using XLSX file then the sheet/tab name in the file needs to be “Draft Orders”. The file name for the XLSX file does not matter.
Columns Available For Export And Import
Base Columns
| Column | Description / Example Value |
|---|---|
| ID | ID is automatically generated number by Shopify to identify the item. It is filled in by an Export. When creating new Draft Orders, leave this value empty.Number 11920047631 |
| Name | Name of the Draft Order.
Shopify is always generating its own Draft Order name and doesn’t allow you to assign any specific custom Name to it. Anyway, when you create new Draft Orders, you need to specify any unique Name for each Draft Order so that the app can distinguish which rows belong to which Draft Order. Text #D100 |
| Command | When importing Draft Order, it tells the app, what to do with it.
NEW UPDATE REPLACE DELETE REPLACE |
| Order ID |
ID of the real Order which was created from this Draft Order.
If this cell is filled, this means that the real Order exists from this Draft Order. If this cell is empty, this means that real Order is not yet created. Number 234823948234 |
| Status
Exported only |
Shows the current status of the Draft Order.
Possible values are:
To change the Status, you need to use the respective command columns “Send Invoice” and/or “Complete“. open invoice_sent completed |
| Note | Draft Order notes.
Can be a large text going over several lines. Text Here I can write any notes I need for the Draft Order. |
| Tags | Tags allow you to add additional elements or “properties” to your order, which you can use for filtering in Admin.
If Draft Order is in “complete” status, Tags is the only field which can be updated. See this tutorial on how to bulk manage your Tags. Comma seperated list Urgent, To Review |
| Tags Command | Tell the app, what to do with Tags:
If Tags Command is not set, the app will assume the REPLACE command by default. You can also have Tags listed in multiple rows within the item and with different Tags Commands. See this tutorial on how to bulk manage your Tags. MERGE DELETE REPLACE REPLACE |
| Created At
Exported only |
It will be automatically set to the time when the Draft Order was actually created. When migrating from another store, this time will always be the time of migration.
Date & Time 2018-02-06 23:03:00 UTC |
| Updated At
Exported only |
It will be automatically updated, whenever you change the Draft Order data.
Date & Time 2018-02-06 23:03:00 UTC |
| Currency | Currency of the Draft Order.
Currency code in ISO 4217 format USD |
| Weight Total
Exported only |
Total weight of the ordered items, in grams.
Calculated automatically from Line Items. Grams 4000 |
| Price: Subtotal
Exported only |
Value of the order, including discounts, but before shipping and taxes.
Currency 1000 |
| Tax 1: Title Tax 2: Title Tax 3: Title Exported only |
Title of each applied tax.
Each Draft Order can have up to 3 different taxes applied, therefore all those are split into separate tax columns. To import Taxes – fill those for the Line Items. Text VAT |
| Tax 1: Rate Tax 2: Rate Tax 3: RateExported only |
The rate of the tax applied.
To import Taxes – fill those for the Line Items. Number 0.21 |
| Tax 1: Price Tax 2: Price Tax 3: Price Exported only |
The calculated tax in the Draft Order currency.
To import Taxes – fill those for the Line Items. Currency 210.00 |
| Tax: Included | Tells whether the Draft Order subtotal has taxes included or not.
Cannot be updated, can be only set when creating a new or replacing the Draft Order. TRUE FALSE TRUE |
| Tax: Total | Total amount of the tax applied to the Draft Order.
Currency 300.43 |
| Price: Total | Total amount of the Draft Order, including line items, discounts, shipping cost, and taxes.
Currency 1300.43 |
| Additional Details | Additional details collected on the Draft 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: Lines of "name: value" Gift wrapped: yes Door code: 1234 |
| Row #
Exported 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
Exported 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. |
Customer Columns
Each Draft Order can have one customer or no customer at all.
When importing Draft Orders with Customer data, Excelify will link them by Email or by Phone to existing customers, or create new Customers if such customer doesn’t exist yet.
If you need to change the fields of existing Customer, you cannot change them through Draft Order – you need to import the update through the Customers sheet.
If you are about to send the invoice to the customer, you can skip filling the customer columns – because the customer who will receive the invoice, will fill their customer data themselves.
| Column | Description / Example Value |
|---|---|
| Customer: ID | Shopify generated Customer ID. If specified existing customer ID from that store, Draft Order will be linked to that customer.
If you don’t have an ID, then leave it empty, and Excelify will link to existing customer by Customer Email or Phone – whichever is found first. Cannot be updated, can be only set when creating a new order or replacing one. Number 1234567890 |
| Customer: Email | Customer e-mail.
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. When updating – will update only contact information on the Draft Order, but will not change the data of the Customer. [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 Draft Order – change the data of the Customer. Phone Number '+15417543000 |
| Customer: First Name | The first name of the Customer.
To change for an existing Draft Order – change the data of the Customer. Text John |
| Customer: Last Name | The last name of the Customer.
To change for an existing Order – change the data of the Customer. Text 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. Text Your notes go here. |
| Customer: Orders Count
Exported only |
Total count of orders made by this Customer.
Number 100 |
| Customer: State | The Customer status – one of those:
To change for an existing Draft Order – change the data of the Customer. disabled invited enabled declined enabled |
| Customer: Total Spent
Exported only |
The total amount the customer has spent at the moment of the export.
Currency 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 Draft Order – change the data of the Customer. Comma seperated list Friend, Migrated |
| Customer: Accepts Marketing | Whether Customer accepted that he can be sent Marketing e-mails.
To change for an existing Draft Order – change the data of the Customer. TRUE FALSE TRUE |
Customer Billing Address Columns
All the following fields will be shown in the Draft Order in the Billing Address block. When imported, will be added as one of the addresses for the Customer, too.
Can only be updated for draft orders with statuses “open” and “invoice sent”, cannot be updated for “completed” Draft Orders.
| Column | Description / Example Value |
|---|---|
| Billing: First Name | The first name of the Customer in the Billing Address.
Text John |
| Billing: Last Name | The last name of the Customer.
Text Smith |
| Billing: Company | Company name, if the billing address is a company.
Text Smith Inc. |
| Billing: Phone | Phone number to use for this address.
Phone Number '+15417543002 |
| Billing: Address 1 | Address 1st line.
Text Calvin Street 5 |
| Billing: Address 2 | Address 2nd line.
Text 2nd Floor |
| Billing: Zip | Zip number of the address. Shopify doesn’t check its correctness.
Zip ZIP-1234 |
| Billing: City | City name. Is not checked, so it’s possible to enter any city name.
Text 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 the Province Code is filled, this can be left empty, then Province will be set from there. Province Name 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. Province Code 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. Required Country or Country Code. If empty, the address will not be created. Country Name 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. Country Code CA |
Customer Shipping Address Columns
All the following fields will be shown in the Draft Order in the Shipping Address block. When imported, will be added as one of the addresses for the Customer, too.
Those columns are the same, as for Billing Address, just the column name starts with “Shipping: …”, so those will not be repeated here.
Can only be updated for draft orders with statuses “open” and “invoice sent”, cannot be updated for “completed” Draft Orders.
Line Item Columns
Each Draft Order must have at least one line item.
Can only be updated for draft orders with statuses “open” and “invoice sent”, cannot be updated for “completed” Draft Orders.
| Column | Description / Example Value |
|---|---|
| Line: Type | Draft 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 draft 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 Discount Shipping Line Line Item |
| Line: Product ID | ID of the line item Product – 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 a Draft Order, can have a real product ID from the store. If such ID will not be found in the store (e.g. when copying Draft Orders from another store), then the app will try to match it by “Line: Product Handle” column value. Number 200005386255 |
| Line: Product Handle | Has a different value, depending on the Line Type:
Text tshirt-with-picture-of-me |
| Line: Title | Has a different value, depending on the Line Type:
If Title will contain HTML tags then they will be removed by the app. Text Tshirt With Picture Of Me |
| Line: Name | Has a different value, depending on the Line Type:
Text Tshirt With Picture Of Me - Red / XS |
| Line: Variant ID | Variant ID of the line item Product variant – if the line item is a product.
In case of the custom line item (not related to a real product), this ID will be empty. When importing a Draft Order, 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 Draft Orders from another store), then the app will try to match it by “Line: SKU” column value. Number 1834691428367 |
| Line: Variant Title | Has a different value, depending on the Line Type:
Text Red / XS |
| Line: SKU | Has a different value, depending on the Line Type:
Text SKU-1234567 |
| Line: Quantity | Has a different value, depending on the Line Type:
Number 100 |
| Line: Price | Has a different value, depending on the Line Type:
Currency 5.49 |
| Line: Discount | Has a different value, depending on the Line Type:
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 Draft Order. Currency 49.00 |
| Line: Total | Has a different value, depending on the Line Type:
Amounts in this column are organized so that you can sum all Line Totals per order, and get the correct total value for that Draft Order. Currency 500.00 |
| Line: Grams | Has a different value, depending on the Line Type:
Number 250 |
| Line: Requires Shipping | Has a different value, depending on the Line Type:
TRUE FALSE TRUE |
| Line: Vendor | Vendor name of the product purchased.
Text Puma |
| Line: Properties | Additional details collected on the Draft 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 Draft 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: Lines of "name: value" Color: Red Engraving: My Name |
| Line: Gift Card
Exported only |
TRUE if the line item is a gift card.
TRUE FALSE FALSE |
| Line: Taxable | TRUE if the line item is taxable.
TRUE FALSE TRUE |
| Line: Tax 1 Title Line: Tax 2 Title Line: Tax 3 Title |
Title of each applied tax.
Each order can have up to 3 different taxes applied, therefore all those are split into separate tax columns. Text VAT |
| Line: Tax 1 Rate Line: Tax 2 Rate Line: Tax 3 Rate |
The rate of the tax applied.
Decimal Number 0.21 |
| Line: Tax 1 Price Line: Tax 2 Price Line: Tax 3 Price |
The calculated tax in the order currency.
Currency 105.00 |
| Line: Fulfillable Quantity
Exported only |
The quantity of the line item that is still left to be fulfilled.
Only exported – when importing it is calculated from actual line items. Number 50 |
| Line: Fulfillment Service | Service provider handle who is doing the fulfillment.
To find out the handle, easiest is to enter one through the Shopify Admin, and then look in the export file. If empty, will be assumed as “manual” by default. manual amazon shipware <other provider handle> manual |
Product Data Columns
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 Draft 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 / Example Value |
|---|---|
| Line: Product Type
Exported only |
Product Type
Text |
| Line: Product Tags
Exported only |
Product Tags
Text |
| Line: Variant SKU
Exported only |
Product Variant SKU
Text |
| Line: Variant Barcode
Exported only |
Product Variant Barcode
Text |
| Line: Variant Weight
Exported only |
Product Variant Weight
Number |
| Line: Variant Weight Unit
Exported only |
Product Variant Weight Unit
Text |
| Line: Variant Inventory Qty
Exported 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. Number |
Invoice Columns
You can instruct the Shopify to send an invoice for the Draft Order to the customer – by importing those invoice columns.
| Column | Description / Example Value |
|---|---|
| Send Invoice | If setting this to TRUE, it tells the Excelify app to send the invoice for this Draft Order.
The link received by the customer will take them to the Checkout page. Once they will complete the checkout, the Draft Order will get completed – it will create the real Order. When importing new Draft Order with this set to TRUE, at first the Draft Order is created and instantly the invoice is sent to the customer. TRUE FALSE |
| Send Invoice: To | E-mail address of the invoice recipient.
If left empty, the invoice is being sent to the Customer which is the “Customer: Email”. |
| Send Invoice: From | Sender e-mail address which will show for the customer who received the invoice.
|
| Send Invoice: Bcc | “Blind carbon copy” of the e-mail – which means, additional recipients of the invoice. Their e-mail addresses will not be visible by e-mail receivers, hence the “blind”.
|
| Send Invoice: Subject | The e-mail subject.
If left empty, the Shopify will put its own default e-mail subject. Text |
| Send Invoice: Message | The message of the invoice e-mail.
HTML code is allowed. If empty, then the default Shopify e-mail message will be used. Text |
Completion Columns
You can instruct the Shopify to complete the Draft Order – thus making the real Order from the Draft Order.
| Column | Description / Example Value |
|---|---|
| Complete | If setting this to TRUE, it tells the Excelify app to generate the real Order from this Draft.
When importing new Draft Order with this set to TRUE, at first the Draft Order is created and instantly the real Order is generated. TRUE FALSE TRUE |
| Complete: Payment Pending | If setting this to TRUE, the created Order will have the payment status as “Payment Pending”.
If this will be empty or FALSE, then the real Order will not have the payment pending. TRUE FALSE FALSE |
Metafields
You can import and export Metafields for Draft Orders the same way as for any other items.
Read more detailed documentation on the Metafields page.
Good To Know
- If you need to update something beyond that is allowed to update, please use the REPLACE command and replace the whole Draft Order with another – that will allow you to set any data at the moment of draft order creation.
- To import several line items to Draft Order, just repeat the row with the same ID or Name.
- When importing Draft Orders from scratch, start by the minimal fields, and grow it up from there, using the REPLACE command.
- Minimal fields are Name, Line Item Title, Price and Quantity.
