· DataEase · Documentation  · 2 min read

Companies

A Company is a B2B customer record that can hold many contacts and locations (warehouses, offices).
With DataEase you can:

  • Create new companies, contacts, and locations in one upload.
  • Update phone numbers, tax IDs, or main contacts across hundreds of records.
  • Delete or merge old entries fast.

Shopify’s company guide.

Table of Contents

  1. Export
  2. Import
  3. Field reference
  4. Filters

2. Export

  1. Choose CSV or Excel.
  2. Select Company as the entity.
  3. Pick fields—name, contactEmail, locationId, etc.
  4. Run the task and download your file.

Screenshots: Export guide

3. Import

Company commands (in the command column): CREATE, UPDATE, REPLACE, DELETE, IGNORE
Line-item commands (in itemCommand): CREATE, UPDATE, MERGE, DELETE, IGNORE

  • First row (topRow = TRUE) holds main company info.
  • Following rows (topRow = FALSE) hold contacts or locations for the same company.
  • Match by handle or id. id is required for DELETE or REPLACE.

Steps:

  1. Download the sample file: Company-import-sample.xlsx
  2. Fill or edit rows: required for CREATE are name, handle (set in externalId if you use ERP IDs), and at least one contact.
  3. Map columns in DataEase, upload, and start the import.

Full help: Import guide

4. Field reference

Control columns

row

Row number to keep original order (handy when re-sorting). (Import & Export)

topRow

TRUE for main company line. FALSE for contact or location lines. (Import & Export)

Company (main line)

id

Company ID. Needed for UPDATE, REPLACE, DELETE.

command

CREATE, UPDATE, REPLACE, DELETE, IGNORE for the company.

name

Company name.

note

Internal note.

customerSince

Date the company became a customer (ISO 8601).

externalId

External system ID (ERP, CRM).

Contact lines (topRow = FALSE & contact fields filled)

itemCommand

CREATE, UPDATE, MERGE, DELETE, IGNORE for this contact or location line.

mainContact

TRUE if this is the primary contact.

contactId

Contact ID (needed for UPDATE or DELETE).

contactEmail

Email of the contact.

contactPhone

Phone number (E.164).

contactFirstName

First name.

contactLastName

Last name.

contactLocale

Language code (e.g., en).

contactTitle

Job title.

Billing address fields

billingAddressAddress1

Street line 1.

billingAddressCity

City.

billingAddressCountryCode

Two-letter country code.

… (other billingAddress fields follow the same pattern and are importable)*

Shipping address fields

shippingAddressAddress1

Street line 1.

shippingAddressCity

City.

shippingAddressCountryCode

Two-letter country code.

… (other shippingAddress fields follow the same pattern and are importable)*

Location lines (topRow = FALSE & location fields filled)

locationId

Location ID (needed for UPDATE or DELETE).

locationName

Name of the location (warehouse, office).

locationExternalId

External ID for the location.

locationCurrency

Currency code for the location.

locationTaxExemptions

Comma-separated tax-exemption codes. See full list in the Tax Exemptions page.

Import-only options

checkoutToDraft

When TRUE, customer checkouts convert to draft orders. (Import only)

editableShippingAddress

Allow customers to edit shipping address. (Import only)

billingSameAsShipping

TRUE = billing address copies shipping. (Import only)

Metafields

metafields

Extra custom fields. See Metafields guide.

5. Filters

Id

Export one company by id.

DisplayName

Partial match on company name.

Handle

Match by externalId or custom handle.

UpdatedAt

Choose last-updated date range.

Need more help? Our support team replies within 24 hours.

Share: