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Documentation

Orders

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 “Order”, 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 quick start?

Download the sample file of the simplified Orders template.
Download full template file.

Columns Available For 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.
When creating new Orders, leave this value empty.Number

11920047631
Name Name of the Order.

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.

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

Text

#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.
  • 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, or when such orders need to be deleted, which cannot be deleted through the Shopify Admin.

NEW
UPDATE
REPLACE
DELETE

REPLACE
Send Receipt Tells whether to send a notification receipt Email to the customer when Order is created or updated.

The default is FALSE.

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

TRUE
FALSE

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.

bypass
decrement_ignoring_policy
dectement_obeying_policy

bypass
Number

Exported only

 When importing, Shopify will automatically increment it.

Order internal number.

If the ID and Name are empty when creating new Order, his Number determines which rows belong to which Order, and where the next Order rows begin.

Number

1042
Note Order notes.

It can be a large text going over several lines.

Text

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.

Comma Separated List

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 REPLACE 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.

MERGE
DELETE
REPLACE

REPLACE
Created At

Exported 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.

Date & Time

2018-02-06 23:03:00 UTC
Updated At

Exported only

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

Date & Time

2018-02-06 23:03:00 UTC
Cancelled At This column will show the time when the order was canceled.

It will be empty if the order is not canceled.

Date & Time

2018-02-06 23:03:00 UTC
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.

Text

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.

TRUE
FALSE

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

TRUE
FALSE

FALSE
Processed At This column will show the time when the original order was created.

When migrating from the other system, you can set this field to a date, when the order was created in the source system, and Shopify will show that date as order creation date.

Date & Time

2015-01-01 00:00:00 UTC
Closed At This column will show the time when the order was archived.

Date & Time

2018-02-07 23:03:00 UTC
Currency Currency of the Order.

Currency code in ISO 4217 format

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

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).

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

Text

shopify_draft_order
User ID

Exported 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.

Number

118774735
Checkout ID

Exported only

 Shopify internal ID for the checkout that customer went through.

Number

12615473235
Cart Token

Exported 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.

Hash

68778783ad298f1c80c3bafcddeea
Token

Exported 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.

Hash

11a70068657e9f32ddcd11b7da8d797c
Order Status URL

Exported only

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

URL

https://checkout.shopify.com/20255113
/orders/11a70068657e9f32ddcd11b7da8d797c
Weight Total

Exported only

 Total weight of the ordered items, in grams.

Number

4000
Price: Total Line Items

Exported only

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

Currency

1200
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		 To import Taxes – fill those for the Line Items.

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
Tax 1: Rate
Tax 2: Rate
Tax 3: RateExported only		 To import Taxes – fill those for the Line Items.

The rate of the tax applied.

Number

0.21
Tax 1: Price
Tax 2: Price
Tax 3: Price
Exported only		 To import Taxes – fill those for the Line Items.

The calculated tax in the order currency.

Currency

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.

TRUE
FALSE

TRUE
Tax: Total Total amount of the tax applied to the order.

Currency

300.43
Price: Total Total amount of the order, including line items, discounts, shipping cost, and taxes.

Currency

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, 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.

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”.

pending
authorized
partially_paid
paid
partially_refunded
refunded
voided

paid
Payment: Processing Method

Exported only

 The method used to process the payment. Will be one of the following:

  • checkout – payment was done by the client at the Checkout.
  • direct – paid directly from the Order in the Shopify Admin, but using the actual customer payment method, for example, charged the credit card or paid by PayPal.
  • manual – marked as paid manually from the Order in the Shopify Admin, without collecting any actual payment through the Shopify.
  • offsite – paid by Shopify POS.
  • express – paid by PayPal Express.

The method is deduced by the actual transactions on the order.

checkout
direct
manual
offsite
express

direct
Order Fulfillment Status

Exported 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.

<empty>
fulfilled
partial

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:

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.

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 Draft 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.

Number

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.

When updating – will update only contact information on the Order, but will not change the data of the Customer.

E-mail

[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.

Phone Number

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

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

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

disabled
invited
enabled
declined

enabled
Customer: Total Spent

Exported only

 Total amount the customer has spent at the moment of the export.

Amount

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.

Comma Separated List

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.

TRUE
FALSE

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.

Text

John
Billing: Last Name The last name of the Customer.

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

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.

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

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.

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

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 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

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.

Those columns are the same, as for Billing Address, just the column name starts with “Shipping: …”, so those will not be repeated here.

Customers – Browser Related Columns

All the following columns can just be exported, but they provide valuable information about the customer, the source the customer came from, even the marketing campaign.

Column Description
Browser: IP

Exported only

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

IP Address

159.148.78.222
Browser: Width

Exported only

 Width of the customer browser window, in pixels.

Number

1024
Browser: Height

Exported only

 Height of the customer browser window, in pixels.

Number

768
Browser: User Agent

Exported 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

Text

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

Exported 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.

URL

https://yourdomain.com/products/this-nice-tshirt
Browser: Referrer

Exported only

 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.

URL

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

Exported 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.

Domain

google.com
Browser: Search Keywords

Exported 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.

Text

blue tshirt with thousand colors
Browser: Ad URL

Exported 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.

URL

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

Exported only

 Source, extracted from UTM parameter “utm_source”.

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/

Text

google
Browser: UTM Medium

Exported only

 Medium, extracted from UTM parameter “utm_medium”.

Text

cpc
Browser: UTM Campaign

Exported only

 Campaign, extracted from UTM parameter “utm_campaign”.

Text

spring_sale
Browser: UTM Term

Exported only

 Term, extracted from UTM parameter “utm_term” – identifies the paid search keywords entered by the customer, when showing your ad campaign.

Text

tshirt
Browser: UTM Content

Exported only

 Content, extracted from UTM parameter “utm_content” – identifies the ad variation, or the specific element or version you are testing for your campaign.

Text

button-a

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.
  • 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:” values empty.

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

Line Item
Line: ID The line identifier.

When exporting, the Shopify generated IDs will be used. Also, when importing, the IDs will be re-mapped to new IDs, which Shopify will generate.

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.

Number

728763138063
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.

Number

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.

Text

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” or “fixed_amount”. Used only in the export. Import always assumes the fixed_amount type of discount.
  • 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.

Text

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.

Text

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

When importing an 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 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:

  • 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.

Text

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.
  • 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.

Text

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.

Number

100
Line: Price Has a different value, depending on the Line Type:

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

Currency

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.

Currency

49.00
Line: Total 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.
  • 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.

Currency

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.

Number

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.

TRUE
FALSE

TRUE
Line: Vendor Vendor name of the product purchased.

Text

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:

Lines of

name: value

Color: Red
Engraving: My Name
Line: Gift Card TRUE if the line item is a gift card.

If set to TRUE Shopify will send Gift Card email to the customer.

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 multiple taxes, therefore all those are split into separate tax columns.

You can import up to 100 Taxes for each Line Item, but export only the first 3.

Text

VAT
Line: Tax 1 Rate
Line: Tax 2 Rate
Line: Tax 3 Rate		 The rate of tax applied.

You can import up to 100 Taxes for each Line Item, but export only the first 3.

Decimal Number

0.21
Line: Tax 1 Price
Line: Tax 2 Price
Line: Tax 3 Price		 The calculated tax in the order currency.

You can import up to 100 Taxes for each Line Item, but export only the first 3.

Currency

105.00
Line: Fulfillable Quantity

Exported only

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

For import this is calculated from actual fulfillments.

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
Line: Fulfillment Status

Exported 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

fulfilled
partial
<empty>

fulfilled

Line Items – Shipping Origin Columns

Shipping origin columns extend the rows of line type “Line Item” with additional information – the location and the warehouse from where the line items are being shipped. It can only be exported, as it is tied to the shipping provider actually used.

To be used for reporting and tracking of shipments.

Column Description
Shipping Origin: Name

Exported only

 The shipping origin name. If no shipping provider us used, then this will be the Shopify store contact address
Shipping Origin: Country Code

Exported only

 2 character country code
Shipping Origin: Province Code

Exported only

 2 character province code
Shipping Origin: City

Exported only

 Name of the city
Shipping Origin: Address 1

Exported only

 Address line 1
Shipping Origin: Address 2

Exported only

 Address line 2
Shipping Origin: Zip

Exported only

 Zip code

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

Exported only

 Product Type

Text

T-shirt
Line: Product Tags’

Exported only

 Product Tags

Text

Color: Red, Eatable, Featured, Type: Skirt
Line: Variant SKU

Exported only

 Product Variant SKU

Text

SKU-1133
Line: Variant Barcode

Exported only

 Product Variant Barcode

Text

123456789
Line: Variant Weight

Exported only

 Product Variant Weight

Number

20.99
Line: Variant Weight Unit

Exported only

 Product Variant Weight Unit

Text

lb
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

99
Line: Variant Cost

Exported only

 Product Variant Cost

Number

14.99

Refunds

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

Only used if:

  • “Refund: Restock” is set to TRUE
  • Restocking Line Item that is partially fulfilled
  • Restocking only part of the line item, not the whole quantity.

If restocking fulfilled part of the Line Item set value “return”.
If restocking unfulfilled part of the Line Item set value “cancel”.Example:
Line Item with 10 quantity – 5 Fulfilled and 5 Unfulfilled. You are Refunding with a restock of less than 10 quantity.
By setting value in this column you can tell the app if you wish to Restock part that is fulfilled or unfulfilled.If you need to restock some quantity from fulfilled and some from unfulfilled you need to use two rows with all the same information except quantity you wish to restock and restock type.cancel

Column Description
Refund: ID

Exported only

 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.

Number

123123123
Refund: Created At

Exported only

 Date and time when the refund was created and processed.

Date & Time

2018-02-06 23:03:00 UTC
Refund: Note Note attached to the refund, usually explaining the refund reason.

Text

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

TRUE
FALSE

TRUE
Refund: Restock Type
Refund: Restock Location If you have the “Refund: Restock” set as TRUE, then 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.

Location Name

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.

TRUE
FALSE

FALSE

Transactions

Transaction columns extend the rows of line type “Transaction”, and contain data about transactions.

Column Description
Transaction: ID

Exported 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.

Number

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.

authorization
sale
capture
refund
void

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

Can be also imported – and reports should show the Transactions on the correct dates.

Date & Time

2018-02-06 23:03:00 UTC
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.

Currency

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.

Currency code in ISO 4217 format

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

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

success
pending
failure
error

success
Transaction: Message

Exported only

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

Text

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.

Text

paypal
Transaction: Test TRUE if this is a test transaction.

When setting the Transaction as Test – then it will not show up in your financial reports, in Shopify Admin. Use this if you don’t want your Transactions to impact your reports.

TRUE
FALSE

FALSE
Transaction: Authorization

Exported only

 Authorization code provided by the payment gateway.

Number

53433
Transaction: Error Code

Exported only

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

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

expired_card
Transaction: CC AVS Result

Exported 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.

One character
Transaction: CC Bin

Exported 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.

Number

1
Transaction: CC CVV Result

Exported 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.

One character
Transaction: CC Number

Exported only

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

Masked Card Number

•••• •••• •••• 4242
Transaction: CC Company

Exported only

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

Text

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 The source of the risk assessment.

Text

Shopify
Risk: Score 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.

Decimal number

0.5
Risk: Recommendation 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.

cancel
investigate
accept

accept
Risk: Cause Cancel This will indicate that this risk was severe enough to force the cancellation of the order.

TRUE
FALSE

FALSE
Risk: Message A message explaining the risk.

Text

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.

Number

311117676559
Fulfillment: Status The status of the fulfillment. Valid values are:

  • pending: The fulfillment is pending.
  • open: The fulfillment has been acknowledged by the service and is in processing.
  • success: The fulfillment was successful.
  • cancelled: The fulfillment was cancelled.
  • error: There was an error with the fulfillment request.
  • failure: The fulfillment request failed.

pending
open
success
cancelled
error
failure

success
Fulfillment: Created At

Exported only

 Date and time when the fulfillment was created.

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

Date & Time

2018-02-06 23:03:00 UTC
Fulfillment: Updated At

Exported only

 Date and time when the fulfillment was last updated.

Date & Time

2019-02-09 15:28:11 UTC
Fulfillment: Processed At

Imported 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.

Date & Time

2019-02-08 06:56:27 UTC
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
  • Australia Post
  • Bluedart
  • Canada Post
  • China Post
  • Correios
  • DHL Express
  • DHL eCommerce
  • DHL eCommerce Asia
  • DPD
  • Delhivery
  • Eagle
  • FSC
  • FedEx
  • FedEx UK
  • GLS
  • Globegistics
  • Japan Post
  • New Zealand Post
  • Newgistics
  • PostNord
  • Purolator
  • Royal Mail
  • Sagawa (EN)
  • Sagawa (JA)
  • TNT
  • TNT Post
  • UPS
  • USPS
  • Yamato (EN)
  • Yamato (JA)

Text

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.

Location Name

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.

label_printed
label_purchased
attempted_delivery
ready_for_pickup
confirmed
in_transit
out_for_delivery
delivered
failure

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

Semicolon-separated strings

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.

Semicolon-separated strings

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.

TRUE
FALSE

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.

Text

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

Text

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

Text

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

Number

5
Shipping Line: Tax Title Title of the applied tax.

Text

VAT
Shipping Line: Tax Rate The rate of tax applied.

Number

0.21
Shipping Line: Tax Price The calculated tax in the order currency.

Number

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 Command) only the following columns for Orders:

Column Comment
Note
Tags
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.

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

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.
  • Minimal fields are: Line Item Title, Price and Quantity.

Start managing your Shopify data today!

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