Excel Sheet Name
Draft Orders
Columns Available For Export And Import
Base Columns
| Column | Allowed Values | Description / Example Value |
|---|---|---|
| ID | Number | 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. 11920047631 |
| Name | Text | 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. #D100 |
| Command |
| When importing Draft Order, it tells the app, what to do with it.
REPLACE |
| Order ID | Number | 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. 234823948234 |
| Status |
| Only exported – 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“. |
| Note | Text | Draft Order notes. Can be a large text going over several lines. Here I can write any notes I need for the Draft Order. |
| Tags | Comma Separated List | 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. Urgent, To Review |
| Created At | Date & Time | This column will only be exported. 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. 2018-02-06 23:03:00 UTC |
| Updated At | Date & Time | This column will only be exported. It will be automatically updated, whenever you change the Draft Order data. 2018-02-06 23:03:00 UTC |
| Currency | Currency code in ISO 4217 format | Currency of the Draft Order.USD |
| Weight Total | grams | Total weight of the ordered items, in grams. Calculated automatically from Line Items. Only exported. 4000 |
| Price: Subtotal | Currency | Value of the order, including discounts, but before shipping and taxes. Only exported. 1000 |
| Tax 1: Title Tax 2: Title Tax 3: Title | Text | 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. Only exported. To import Taxes – fill those for the Line Items. VAT |
| Tax 1: Rate Tax 2: Rate Tax 3: Rate | Number | The rate of the tax applied. Only exported. To import Taxes – fill those for the Line Items. 0.21 |
| Tax 1: Price Tax 2: Price Tax 3: Price | Currency | The calculated tax in the Draft Order currency. Only exported. To import Taxes – fill those for the Line Items. 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 |
| Tax: Total | Currency | Total amount of the tax applied to the Draft Order.300.43 |
| Price: Total | Currency | Total amount of the Draft Order, including line items, discounts, shipping cost, and taxes.1300.43 |
| Additional Details | Lines of “name: value” | 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: Gift wrapped: yes Door code: 1234 |
| Row # | Number | 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. Only exported. |
| Top Row | TRUE / FALSE | 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. Only exported. |
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 | Allowed Values | Description / Example Value |
|---|---|---|
| Customer: ID | Number | 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. 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 | 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. '+15417543000 |
| Customer: First Name | Text | The first name of the Customer. To change for an existing Draft Order – change the data of the Customer. John |
| Customer: Last Name | Text | The last name of the Customer. To change for an existing Order – change the data of the Customer. Smith |
| Customer: Note | Text | Whatever is written on the Customer card, accessible from Shopify Admin. To change for an existing Order – change the data of the Customer. Your notes go here. |
| Customer: Orders Count | Number | Total count of orders made by this Customer. Only exported. 100 |
| Customer: State |
| The Customer status – one of those:
To change for an existing Draft Order – change the data of the Customer. enabled |
| Customer: Total Spent | Amount | Total amount the customer has spent at the moment of the export. Only exported. 1024.99 |
| Customer: Tags | Comma Separated List | 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. 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 |
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 | Allowed Values | Description / Example Value |
|---|---|---|
| Billing: First Name | Text | The first name of the Customer in the Billing Address.John |
| Billing: Last Name | Text | The last name of the Customer.Smith |
| Billing: Company | Text | Company name, if the billing address is a company.Smith Inc. |
| Billing: Phone | Phone Number | Phone number to use for this address.'+15417543002 |
| Billing: Address 1 | Text | Address 1st line.Calvin Street 5 |
| Billing: Address 2 | Text | Address 2nd line.2nd Floor |
| Billing: Zip | Zip | Zip number of the address. Shopify doesn’t check its correctness.ZIP-1234 |
| Billing: City | Text | City name. Is not checked, so it’s possible to enter any city name.Dough |
| Billing: Province | Province Name | 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. Ontario |
| Billing: Province Code | 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. ON |
| Billing: Country | Country Name | 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. Canada |
| Billing: Country Code | 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. 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 | Allowed Values | 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 |
| Line: Product ID | Number | 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. 200005386255 |
| Line: Product Handle | Text | Has a different value, depending on the Line Type:
tshirt-with-picture-of-me |
| Line: Title | Text | Has a different value, depending on the Line Type:
Tshirt With Picture Of Me |
| Line: Name | Text | Has a different value, depending on the Line Type:
Tshirt With Picture Of Me - Red / XS |
| Line: Variant ID | Number | 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. 1834691428367 |
| Line: Variant Title | Text | Has a different value, depending on the Line Type:
Red / XS |
| Line: SKU | Text | Has a different value, depending on the Line Type:
SKU-1234567 |
| Line: Quantity | Number | Has a different value, depending on the Line Type:
100 |
| Line: Price | Currency | Has a different value, depending on the Line Type:
5.49 |
| Line: Discount | Currency | 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. 49.00 |
| Line: Total | Currency | 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. 500.00 |
| Line: Grams | Number | Has a different value, depending on the Line Type:
250 |
| Line: Requires Shipping |
| Has a different value, depending on the Line Type:
TRUE |
| Line: Vendor | Text | Vendor name of the product purchased.Puma |
| Line: Properties | Lines of “name: value” | 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: Color: Red Engraving: My Name |
| Line: Gift Card |
| TRUE if the line item is a gift card. Can only be exported.FALSE |
| Line: Taxable |
| TRUE if the line item is taxable.TRUE |
| Line: Tax 1 Title Line: Tax 2 Title Line: Tax 3 Title | Text | Title of each applied tax. Each order can have up to 3 different taxes applied, therefore all those are split into separate tax columns. VAT |
| Line: Tax 1 Rate Line: Tax 2 Rate Line: Tax 3 Rate | Decimal Number | The rate of the tax applied.0.21 |
| Line: Tax 1 Price Line: Tax 2 Price Line: Tax 3 Price | Currency | The calculated tax in the order currency.105.00 |
| Line: Fulfillable Quantity | Number | The quantity of the line item that is still left to be fulfilled. Only exported. For import this is calculated from actual line items. 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. |
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 | Type | Description / Example Value |
|---|---|---|
| Line: Product Type | Text | Product Type |
| Line: Product Tags | Text | Product Tags |
| Line: Variant SKU | Text | Product Variant SKU |
| Line: Variant Barcode | Text | Product Variant Barcode |
| Line: Variant Weight | Number | Product Variant Weight |
| Line: Variant Weight Unit | Text | Product Variant Weight Unit |
| Line: Variant Inventory Qty | Number | 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. |
Invoice Columns
You can instruct the Shopify to send an invoice for the Draft Order to the customer – by importing those invoice columns.
| Column | Allowed Values | 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. |
| 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 | Text | The e-mail subject. If left empty, the Shopify will put its own default e-mail subject. |
| Send Invoice: Message | Text | The message of the invoice e-mail. HTML code is allowed. If empty, then the default Shopify e-mail message will be used. |
Completion Columns
You can instruct the Shopify to complete the Draft Order – thus making the real Order from the Draft Order.
| Column | Allowed Values | 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. |
| 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. |
Metafields
You can import and export Metafields for Draft Orders the same way as for any other items.
the Read more detailed documentation on 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.