· DataEase · Documentation  · 2 min read

Customers

A Customer record stores a shopper’s contact info, order stats, tags, and marketing consent.
With DataEase you can:

  • Add new shoppers in bulk (great for B2B moves).
  • Update phones, emails, tags, or addresses across thousands of rows.
  • Clean old records or merge duplicates quickly.

Shopify customer guide.

Table of Contents

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

2. Export

  1. Pick CSV or Excel.
  2. Choose Customer as the entity.
  3. Select fields you need—email, tags, addressPhone, etc.
  4. Run and download the file. See full steps in the Export guide.

3. Import

Customer commands (column command): CREATE, UPDATE, REPLACE, DELETE, IGNORE
Address line commands (column itemCommand): CREATE, UPDATE, MERGE, DELETE, IGNORE

Rules:

  • For CREATE give at least email or phone.
  • Each address, contact change, or tag update is on its own line (topRow = FALSE).
  • Match by id first, then email, then phone.
  • UPDATE skips blank cells; REPLACE overwrites with only the columns present.

Steps:

  1. Download the sample file: Customer-import-sample.xlsx
  2. Fill or edit rows.
  3. Map columns in DataEase, upload, and start. Full help: Import guide.

4. Field reference

Control columns

row

Keeps original row order. (Import & Export)

topRow

TRUE for main customer line; FALSE for address lines. (Import & Export)

Basic (main line)

id

Customer ID. Needed for UPDATE, REPLACE, or DELETE.

command

CREATE, UPDATE, REPLACE, DELETE, IGNORE.

email

Email used for notifications and order import.

firstName

First name.

lastName

Last name.

phone

Phone number (E.164).

tags

Comma-separated list of tags. See tag guide.

tagsCommand

ADD, REMOVE, or REPLACE tags for this customer.

taxExempt

true if the customer never pays tax.

taxExemption

Comma list of tax-exemption codes. Full table in Tax Exemptions docs.

locale

Preferred language code (e.g., en).

note

Private note.

emailMarketingState

ACCEPTED, DECLINED, or PENDING.

emailMarketingOptInLevel

SINGLE_OPT_IN or CONFIRMED_OPT_IN.

emailMarketingConsentUpdatedAt

Last change time for email consent.

smsMarketingState

ACCEPTED, DECLINED, or PENDING.

smsMarketingOptInLevel

CONFIRMED_OPT_IN or SINGLE_OPT_IN.

smsMarketingConsentUpdatedAt

Last change time for SMS consent.

Address lines (topRow = FALSE)

itemCommand

CREATE, UPDATE, MERGE, DELETE, IGNORE for this address.

addressId

Address ID (needed for UPDATE, DELETE).

address1

Street line 1.

city

City.

countryCode

Two-letter country code.

provinceCode

State / province code.

zip

ZIP or postal code.

defaultAddress

true to make this the default shipping address.

(other address fields follow the same pattern and are importable)

Import-only options

checkoutToDraft

TRUE turns checkouts into draft orders. (Import only)

editableShippingAddress

Allow customer to edit shipping address. (Import only)

billingSameAsShipping

Copy shipping to billing when TRUE. (Import only)

Metafields

metafields

Extra custom fields. See Metafields guide.

5. Filters

Id

Export one customer by id.

Email

Partial or full email match.

Phone

Match by phone number.

UpdatedAt

Choose a last-updated date range.

Need help? Our support team responds within 24 hours.

Share: