· DataEase · Documentation  · 3 min read

Draft Orders

A Draft Order is an order a merchant builds for a customer before payment.
Use cases with DataEase:

  • Phone or chat sales – build and email a checkout link.
  • Wholesale or pre-order deals – add custom prices and items.
  • Re-create orders or take quick quotes in bulk.

Shopify draft-order guide.

Table of Contents

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

2. Export

  1. Pick CSV (best for many line items) or Excel.
  2. Choose DraftOrder as the entity.
  3. Select columns such as tags, lineItemVariantId, customerEmail.
  4. Run the task and download your file.

Details: Export guide

3. Import

Commands

Draft-order row command: CREATE, UPDATE, REPLACE, DELETE, IGNORE
Line-item row itemCommand: CREATE, UPDATE, MERGE, DELETE, IGNORE
Action (optional): COMPLETE, DUPLICATE, SEND_INVOICE

Rules

  • At least email or phone (or customerId) is required for CREATE.
  • First line (topRow = TRUE) is the order header; following lines add items/addresses.
  • UPDATE skips blank cells; REPLACE overwrites with only given columns.
  • Only one action per import run.

Steps

  1. Download the sample: DraftOrder-import-sample.xlsx
  2. Edit header row and add item rows.
  3. Map columns in DataEase, upload, and start.

Full help: Import guide

4. Field reference

Below you’ll see every column you can use. “Import only” means the value can be uploaded but isn’t returned on export.

General order fields

id

Draft-order ID. Needed for UPDATE, REPLACE, DELETE.

command

Main row action (CREATE, UPDATE, etc.).

acceptAutomaticDiscounts

true lets Shopify auto-apply store discounts.

allowDiscountCodesInCheckout

true lets customers enter discount codes at checkout.

presentmentCurrencyCode

Currency the customer will pay in.

discountCodes

Comma list of codes on the order.

email

Customer email for invoice.

phone

Customer phone.

note

Internal note for the order.

tags

Comma list of tags.

tagsCommand

ADD, REMOVE, or REPLACE tags.

poNumber

Purchase-order number.

customAttributes

Key-value meta info shown to customer.

reserveInventoryUntil

ISO date when held stock is released.

Line-item fields (topRow = FALSE with item values)

lineItemUuid

Unique ID for the line; mandatory when using bundles.

itemCommand

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

lineItemVariantId

Variant ID (leave blank for custom item).

lineItemTitle

Title for custom item (ignored if variantId set).

lineItemQuantity

Quantity to add.

lineItemOriginalUnitPrice

Price before discounts.

lineItemOriginalUnitPriceCurrency

Currency code of originalUnitPrice.

lineItemAppliedDiscountValue

Value of discount on this line.

lineItemAppliedDiscountValueType

FIXED_AMOUNT or PERCENTAGE.

(similar fields exist for weight, SKU, barcode, etc.)

customerId

Existing customer ID. If blank, match by email/phone or create new.

customerCompanyId

Company ID for B2B orders.

Billing & shipping addresses

billingAddress1

Billing street line 1.

shippingAddress1

Shipping street line 1.

(each address has corresponding city, zip, provinceCode, countryCode, phone, etc.)

Order-level discount

appliedDiscountTitle

Name of custom order discount.

appliedDiscountValue

Discount amount (money or percent).

appliedDiscountValueType

FIXED_AMOUNT or PERCENTAGE.

Shipping line

shippingTitle

Title shown for shipping.

shippingLinePresentmentPrice

Shipping cost in presentment currency.

Import-only helpers

action

COMPLETE, DUPLICATE, or SEND_INVOICE after rows import. Import only.

shippingLinePrice

Shipping cost in shop currency. Import only.

useCustomerDefaultAddress

true to pull customer default shipping/billing. Import only.

Metafields

metafields

Custom metafield columns. See the Metafields guide.

5. Filters

CreatedAt

Export draft orders created on a date or range.

CustomerId

Export drafts tied to one customer.

Id

Export a single draft by ID.

Source

Filter by source (API, POS, etc.).

Status

OPEN, INVOICE_SENT, COMPLETED.

Tag

Include drafts with matching tag.

UpdatedAt

Choose last-updated date range.

Need help? Our support team answers within 24 hours.

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