See what each field/column from our “Orders” template means including possible allowed values and examples.
Fields marked as “Export Only” cannot be imported/set in Shopify but can be exported with Matrixify export.
Orders
When importing a file, to tell the app that you are importing Orders, you need to ensure that the sheet/tab name is set to “Order” or “Orders”.
For example:
Even if the sheet/tab name is not set correctly, you will be able to manually change and set the entity you are importing after uploading file in the app.
See more on the Matrixify app import process and import user interface.
Download Orders full Demo file
Download Orders simplified Demo file
| Column | Description |
|---|---|
| ID | ID is an automatically generated number by Shopify to identify the item.It is filled in by an Export.Can be used for Import to identify and update existing Orders.When creating new Orders, leave this value empty. |
Allowed Values Shopify internal ID Example
11920047631 |
| Name | Name of the Order to import or export.
Shopify allows several orders to have the same name, however, the app uses the Name as the “key” to identify the existing order. So it works in a similar way as Handle for Products.
When you are importing an order with the same Name that already exists in your store, then the app will try to update or replace it (depending on what Command you have).
When migrating orders from one Shopify store to another, this Name field is the only way to tell that the order is the same as in the other store.
To be safe, be sure to have your Order names unique when importing.
If you need Shopify to generate the next Name automatically for you, leave the Name column empty, or delete it entirely from the import file. If you need your Order to consist of several rows, the next Order is determined when Number column value changes.
The maximum length of the Name is 255 characters. If you import a name longer than that, then Shopify will cut it off at that maximum.
Name cannot be updated, it can be only set when creating a new order or replacing one.
Allowed Values
Text
Example
#1039
|
| Command | When importing Order, it tells the app, what to do with it.
• NEW: will try to create a new Order with the provided details. If such Order will already exist (with the same ID or same Name), then Order creation will fail.
• UPDATE: Allows to update some of the existing Order attributes. Here is the list of what can be updated.
• MERGE: If the Order with that same “Name” already exists, then update it, but if it doesn’t, then create it as new.
• REPLACE: WARNING! Use this Command value to fully replace the whole order, not individual fields. Using this Command value, the app will delete the order from the store completely and create a new one only from data in the file, resulting in losing all data that is not included in the import file.If such Order with provided ID or Name exists, then the app will delete it. After that, it will create a new one. If an existing Order will not be found, then still the app will create a new Order.
• DELETE: the app will delete the existing Order, which is found by ID or Name. If such order will not be found, then this order import will fail. This DELETE command can be very handy, when Orders need to be deleted in bulk.Here is our tutorial on how to bulk delete orders.
• IGNORE: the app will ignore this Order and will skip it.
If no Command is specified, then the app will assume the NEW command.
Allowed Values
NEW UPDATE MERGE REPLACE DELETE IGNORE
Example
REPLACE |
| Send Receipt | Tells whether to send Order confirmation notification receipt Email to the customer when Order is created or updated.
The default is FALSE.
If the Source field is set to a value subscription_contract Shopify will automatically send an Order confirmation email to the customer.
There might be other Source field values where Shopify automatically triggers and sends Order confirmation notifications.
See column “Fulfillment: Send Receipt” for sending fulfillment receipts.
Allowed Values
TRUE FALSE
Example
FALSE |
| Inventory Behaviour | The behavior to use when updating inventory. (default: bypass).
• bypass: Do not claim inventory.
• decrement_ignoring_policy: Ignore the product’s inventory policy and claim all amounts no matter what.
• decrement_obeying_policy: Obey the product’s inventory policy.
Allowed Values
bypass decrement_ignoring_policy decrement_obeying_policy
Example
bypass |
| Number | Order internal number.
Cannot be set or updated and will only be used by the app to determine where the new order starts in the file if the ID and Name are empty when creating new Order.
This field is used if you want to import multiple Orders and at the same time have Shopify generate the order Names.
In that case set this field to any number for your orders so that each order gets a new number and if an order has multiple rows then those rows have the same number and are next to each other.
Allowed Values
Whole number
Example
1042 |
| Phone | Orders’ phone numbers – can be different from linked Customers’ phone numbers.
Phone number must be full – with the country code and must be valid for the respective country.
You can prefix phone numbers with ‘ (apostrophe) to allow Excel to show the + (plus) sign. But the + (plus sign) is not required.
You should set the phone number in the following format: +1 23456 7890. Make sure to include the country code (in this case, +1). It is not mandatory to use a space or dash to separate the country or regional codes from the rest of the phone number, but it can help Shopify API to better detect the country code used in the phone number.
Allowed Values
Phone number with country code
Example
'+15417543000 |
| Email | Orders contact email – can be different from linked Customers email.
Shopify is very strong about validating e-mail addresses – it is checking if e-mail actually exists in real life.
If you import e-mails and get the error that the Email is not valid then first you should check that this e-mail is really correct.
Allowed Values
E-mail address
Example
someone@example.com |
| Note | Order notes.
It can be a large text going over several lines.
Allowed Values
Text
Example
Here I can write any Order notes. |
| Tags | Tags allow you to add additional elements or “properties” to your order, which you can use for filtering.
See this tutorial on how to bulk manage your Tags.
Allowed Values
Comma-separated list
Example
Urgent, To Review |
| Tags Command | Tell the app, what to do with Tags:
• MERGE: will add Tags to existing tags. It means that you don’t need to list all the tags in the import file, you can import those which you want to add. If some of the tags you are importing already exist, then the app will ignore it.
• DELETE: will delete the Tags that are listed in the import file. If the listed tag will not exist, then the app will ignore it.
• REPLACE: will replace all existing tags with the tags from the import file. Use this method to maximize the import speed, because if you will use MERGE, it means that the app will need first to load existing tags which takes additional time.
If Tags Command is not set, the app will assume the MERGE command by default.
You can also have Tags listed in multiple rows within the item and with different Tags Commands.
They will be executed in the same order within the item as you have them listed in the file.
See this tutorial on how to bulk manage your Tags.
Allowed Values
MERGE DELETE REPLACE
Example
REPLACE |
| Created At
Export Only | It will be automatically set to the time when the Order was actually created. When migrating from another store, this time will always be the time of migration. Allowed Values Date & Time Example
2018-12-17 18:20:07 +0200 |
| Updated At
Export Only | It will be automatically updated, whenever you change the Order data. Allowed Values Date & Time Example
2018-12-17 18:20:07 +0200 |
| Processed At | The date and time when an order was processed. This value is the date that appears on your orders and that’s used in the analytic reports. By default, it matches the created_at value.
When importing new order you can set this date and time and it will show in the Shopify Admin.
For API created orders it also can be updated.
Allowed Values
Date & Time
Example
2018-12-17 18:20:07 +0200 |
| Cancelled At | This column will show the time when the order was canceled.
It will be empty if the order is not canceled.
Note – It is very simple to cancel Shopify orders with the Matrixify app, but be careful, in Shopify you cannot un-cancel the cancelled Order.
Allowed Values
Date & Time
Example
2018-12-17 18:20:07 +0200 |
| Cancel: Reason | Shows the reason, why the order was canceled.
It will be empty if the order is not canceled.
When the order is canceled, the cancel reason will be one of the following:
• customer: The customer changed or canceled the order.
• fraud: The order was fraudulent.
• inventory: Items in the order were not in inventory.
• declined: The order was canceled because the payment has been declined.
• other: The order was canceled for a reason not in the list above.
Allowed Values
Text
Example
other |
| Cancel: Send Receipt | Whether to send the e-mail to the customer telling that the Order was canceled.
If the Order is already canceled, then it will fail – because it cannot send the e-mail to already canceled Order.
Allowed Values
TRUE FALSE
Example
FALSE |
| Cancel: Refund | When you are canceling the Order, if you set this to TRUE then this Order will be also fully refunded.
Allowed Values
TRUE FALSE
Example
FALSE |
| Closed At | This column will show the time when the order was archived.
Allowed Values
Date & Time
Example
2018-12-17 18:20:07 +0200 |
| Currency | Currency of the Order.
Allowed Values
Currency code in ISO 4217 format
Example
USD |
| Source | When exported, will have the original channel, where the order came from, like: web, pos, iphone, android, shopify_draft_order.
When importing as new or replaced order, you can set any value (except the following Shopify reserved words: web, pos, iphone, android, shopify_draft_order).
The Order Channel you see in Shopify Admin and Analytics will always be “Matrixify” but the custom Source will be saved in the “source_name” field in Shopify back-end (except for reserved ones).
If this field is set to a value subscription_contract Shopify will automatically send an Order confirmation email to the customer.
There might be other Source field values where Shopify automatically triggers and sends Order confirmation notifications.
If you leave this value blank when creating the order, it will be set to “Matrixify App”.
Allowed Values
Text
Example
shopify_draft_order |
| Source Identifier | If you leave this value blank when creating the order, it will be set to “Matrixify App”.
Can be set when creating new order but cannot be updated.
Allowed Values
Text
Example
ORDERID-123 |
| Source URL | A valid URL to the original order on the originating surface. This URL is displayed to merchants on the Order Details page.
Can be set when creating new order but cannot be updated.
Allowed Values
URL
Example
{URL_to_order} |
| Physical Location
Export Only | Physical location name where the order was processed. Not related to Order Fulfillment locations. Example
319135797 |
| User ID
Export Only | Shopify internal user ID, who created the order. When importing, Shopify will set it to the ID of the user who initiated the import. Example
118774735 |
| Checkout ID
Export Only | Shopify internal ID for the checkout that customer went through. Example
12615473235 |
| Cart Token
Export Only | For orders that were initiated through the shopping cart, this will be the reference to the cart from which the order was created. When importing, this value cannot be set. Example
68778783ad298f1c80c3bafcddeea |
| Token
Export Only | Token key, how the order is identified in the Shopify system. It’s unique to all stores. You cannot set its value, it is always set by Shopify. Token is used in the Order status URL. Example
11a70068657e9f32ddcd11b7da8d797c |
| Order Status URL
Export Only | The URL, where a customer can view their order status. Example
https://checkout.shopify.com/20255113 /orders/11a70068657e9f32ddcd11b7da8d797c |
| Weight Total | Total weight of the ordered items, in grams.Can be set when importing new Orders. Cannot be updated for existing Orders.
Example
4000 |
| Price: Total Line Items
Export Only | Total price of all line items. This is calculated from actual line items, and cannot be set as a value in the import. Example
1200 |
| Price: Current Subtotal
Export Only | Current value of the order, including discounts, but before shipping and taxes, after any order edits, refunds and returns. Example
1000 |
| Price: Subtotal
Export Only | Value of the order, including discounts, but before shipping and taxes. Example
1000 |
| Tax columns | Whole order-level tax columns.
When importing order-level tax, Shopify will automatically split it between taxable line items.
If any Line Item or Shipping Line has tax applied in the import file, then order level tax will not be imported to avoid duplicating taxes.
You can have up to 100 different taxes applied.
If the order has multiple rows, taxes will only be taken from that order’s first row.
You can also import 0 tax (0% and 0 price), which will be saved in Shopify, but it will not be visible in the Shopify Admin. Though it can still be exported and would show up in the exported file.
Tax title/name columns:
Tax 1: Title
Tax 2: Title
Tax 3: Title
…
Tax 100: Title
Example
VAT
Tax rate columns:
Value 1 = 100%
Tax 1: Rate
Tax 2: Rate
Tax 3: Rate
…
Tax 100: Rate
Example
0.21
Tax amount columns:
Tax 1: Price
Tax 2: Price
Tax 3: Price
…
Tax 100: Price
Example
210.00 |
| Tax: Included | Cannot be updated, it can be only set when creating a new order or replacing one.
Tells whether the order subtotal has taxes included or not.
If set to TRUE then taxes will be visible in the admin, but not added to the orders total.
Allowed Values
TRUE FALSE
Example
TRUE |
| Tax: Total | Total amount of the tax applied to the order.
When importing Order level tax then this will be the amount that Shopify adds to the Order Total in Shopify Admin.
If left empty then app will calculate total tax for you.
Does not have any effect on Order Total if importing Line Item and/or Shipping Line level taxes.
Example
300.43 |
| Price: Total Discount
Export Only | Orders total discount amount. Example
1.24 |
| Price: Current Total Shipping
Export Only | Orders current total shipping amount in the shop currency.Amount after order edits, returns, and refunds.
Example
6.82 |
| Price: Current Total Shipping
Export Only | Orders total shipping amount. Example
6.82 |
| Price: Current Total Duties
Export Only | Orders current total duties amount in the shop currency.Amount after order edits, returns, and refunds.
Example
1.22 |
| Price: Total Duties
Export Only | Orders original total duties amount in the shop currency. Example
1.49 |
| Price: Current Total Fees
Export Only | The current total additional fees on the order in the shop currency.The amount values associated with this field reflect order edits, returns, and refunds.
Example
3.34 |
| Price: Total Fees
Export Only | The original total additional fees on the order in the shop currency. Example
3.85 |
| Price: Total Refund
Export Only | Orders total refunded amount.Sum of all successful refund transaction amounts.The sum will not convert transaction currencies – it will only be the sum of the amount.Contact Matrixify support if the value is needed in shop currency instead.
Example
201.24 |
| Price: Total Outstanding
Export Only | The outstanding balance on the Order. Example
-4.84 |
| Price: Current Total
Export Only | Orders current total.The value of this field reflects order edits, returns, and refunds.In Shopify Admin you see this value as the Orders Total which might be different from the Orders Original order value.
Example
1099.18 |
| Price: Total
Export Only | Total amount of the order, including line items, discounts, shipping cost, and taxes.
If Order has been edited then the value in Shopify Admin will be displayed as Original order value, not Total.
Example
1300.43 |
| Payment: Status | Financial status of the order. Will be one of the following:
• pending: The finances are pending. Payment might fail in this state. Check again to confirm whether or not the finances have been paid successfully.
• authorized: The finances have been authorized.
• partially_paid: The finances have been partially paid.
• paid: The finances have been paid.
• partially_refunded: The finances have been partially refunded.
• refunded: The finances have been refunded.
• voided: The finances have been voided.
When importing new order, you can set this value, but this will just mark the status on Admin, however, it will not generate the respective Transactions or Refund Transactions, so the “Paid by customer” will show 0.
You cannot update this field for existing Orders, for that import actual transactions.
To have the amount visible in the “Paid by customer” you need to add the respective transaction or refund lines.
By default, it is set to “paid”.
Allowed Values
pending authorized partially_paid paid partially_refunded refunded voided
Example
paid |
| Order Fulfillment Status
Export Only
| Summarized status of the order fulfillment.
Will be one of the following:
• <empty>: There are no fulfillments done on the order yet.
• partial: Order is fulfilled partially, meaning that at least one item has been shipped.
• fulfilled: All line items are fulfilled or returned. There is nothing more to fulfill.
• restocked: All line items in the order have been restocked.
To import Order with a certain Fulfillment Status, you need to create Fulfillment Lines and fill in Fulfillment columns. See documentation further.
Tutorial – Bulk Unfulfill your Shopify Orders – cancel those Fulfillments.
Tutorial – Fulfill existing Shopify orders in bulk.
Allowed Values
<empty> fulfilled partial restocked
Example
fulfilled |
| Additional Details | Additional details collected on the order from the customer – either from the product page or from the checkout page.
Each added property will be shown as “<name>: <value>”, and will include all of those properties as several lines inside the Excel cell.
When prepared in the same format, those details also can be imported.
Those are visible in Shopify Admin, on each Order, section “Additional Details”. This section shows only if there are any details added, otherwise it’s not visible there.
Read more about collecting additional data for orders:
• Collect information from your customers with cart attributes
By default app will export each name: value combination in a new row. If you need to change new line to a different symbol to separate different name: value combinations reach out to our support.
Allowed Values
Lines of
name: value
Example
Gift wrapped: yes Door code: 1234 |
| Purchase Order Number
Export Only | The purchase order number associated to this order. Example
PO#123456789 |
Each Order can have one customer or no customer at all.