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.
Manage contact roles in locations.

Shopify’s company guide.

Export
Import
Field reference
Filters

2. Export

Choose CSV or Excel.
Select Company as the entity.
Pick fields-name, contactEmail, locationId, etc.
Run the task and download your file.

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.

Checkout Payment Terms & deposit rules

paymentTerms can be set on location lines. Allowed values: Net 7, Net 15, Net 30, Net 45, Net 60, Due on fulfillment.
depositPercentage is a number 0–100 and is valid only when paymentTerms is set for that location. You can set both fields in the same import.
To remove depositPercentage, set it to 0 in the import file.
To remove paymentTerms, leave the paymentTerms cell empty on an UPDATE for that location. When paymentTerms is removed, the associated depositPercentage is automatically reset to 0.
You can update paymentTerms and depositPercentage independently as needed (subject to the rule above).

Steps:

Download the sample file: Company-import-sample.xlsx
Fill or edit rows: required for CREATE are name, handle (set in externalId if you use ERP IDs), and at least one contact.
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.
Location Role: {loсation name} — In the Contact Lines, the columns Location Role: {location name} will display the contact roles for the given location. Available roles are Ordering only or Location admin. The field can also be empty, which means the contact is not assigned to this location. Roles for locations that do not have a corresponding column will not be updated. When importing, enter the required role (Ordering only or Location admin) to assign it to the contact. If the column is empty or the specified role does not exist, the existing role for this contact will be removed.

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. On import the list replaces the location’s exemptions: codes not in the cell are removed (DataEase uses Shopify’s location tax settings, Admin API 2026-07).
paymentTerms — Checkout Payment Terms for this location. Allowed values: Net 7, Net 15, Net 30, Net 45, Net 60, Due on fulfillment. To remove existing terms, leave this cell empty on UPDATE (the linked depositPercentage will be reset to 0).
depositPercentage — Deposit required at checkout for the set paymentTerms (0–100). Only valid when paymentTerms is present for this location. Set to 0 to remove an existing deposit.

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.

Additional fields

More columns DataEase supports for this entity:

totalSpent — Total amount spent by the company. (Import & Export)
ordersCount — Total number of orders placed by the company. (Import & Export)
contactsCount — Number of contacts associated with the company. (Import & Export)
LifetimeDuration — Duration of the company’s lifetime in the system. (Import & Export)
LocationsCount — Number of locations associated with the company. (Import & Export)
createdAt — Date and time when the company was created. (Import & Export)
contactCreatedAt — Date and time when the contact was created. (Import & Export)
companyLocationRole — Role of the company at the location. (Import & Export)
billingAddressAddress2 — Additional address line for billing. (Import & Export)
billingAddressCompanyName — Company name for billing address. (Import & Export)
billingAddressCountry — Country of the billing address. (Import & Export)
billingAddressCreatedAt — Date and time when the billing address was created. (Import & Export)
billingAddressFirstName — First name for billing address. (Import & Export)
billingAddressId — Unique ID for the billing address. (Import & Export)
billingAddressLastName — Last name for billing address. (Import & Export)
billingAddressPhone — Phone number for billing address. (Import & Export)
billingAddressProvince — Province or state of the billing address. (Import & Export)
BillingAddressRecipient — Recipient name for billing address. (Import & Export)
billingAddressZip — ZIP or postal code for billing address. (Import & Export)
billingAddressUpdatedAt — Date and time when the billing address was last updated. (Import & Export)
shippingAddressAddress2 — Additional address line for shipping. (Import & Export)
shippingAddressCompanyName — Company name for shipping address. (Import & Export)
shippingAddressCountry — Country of the shipping address. (Import & Export)
shippingAddressCreatedAt — Date and time when the shipping address was created. (Import & Export)
shippingAddressFirstName — First name for shipping address. (Import & Export)
shippingAddressLastName — Last name for shipping address. (Import & Export)
shippingAddressPhone — Phone number for shipping address. (Import & Export)
shippingAddressProvince — Province or state of the shipping address. (Import & Export)
ShippingAddressRecipient — Recipient name for shipping address. (Import & Export)
shippingAddressZip — ZIP or postal code for shipping address. (Import & Export)
shippingAddressUpdatedAt — Date and time when the shipping address was last updated. (Import & Export)
shippingAddressId — Unique ID for the shipping address. (Import & Export)
locationNote — Internal note for the location. (Import & Export)
locationPhone — Phone number for the location. (Import & Export)
locationLocale — Locale setting for the location. (Import & Export)
locationOrdersCount — Number of orders associated with the location. (Import & Export)
locationTotalSpent — Total amount spent at the location. (Import & Export)
locationTaxRegistrationId — Tax registration ID for the location. (Import & Export)
locationCreatedAt — Date and time when the location was created. (Import & Export)
locationUpdatedAt — Date and time when the location was last updated. (Import & Export)
catalogs — Catalogs associated with the company. (Import & Export)