Here are sample spreadsheets you can use to test the order import functionality:

If present, the ID will be used to identify existing orders for updates. When creating new orders, Altera will use this to group multiple rows together into a single order.

The order name is used as a key to identify existing orders during import. Order names should be unique. If left empty, Shopify will generate the next sequential order number automatically.

The behavior to use when updating inventory:

Phone number must include country code and be valid for the respective country. Can be different from the customer's phone number. Shopify has strict validation for phone numbers - see DAT001 error code for details.

Contact email for the order. Can be different from the customer's email address. Must be a valid email format.

Internal notes about the order that are visible in Shopify Admin but not to customers.

Comma-separated list of tags for filtering and organization purposes.

The timestamp when the order was created. This field is export-only and cannot be imported. ISO-formatted timestamps are also supported.

The timestamp when the order was last modified. This field is export-only and cannot be imported. ISO-formatted timestamps are also supported.

The date and time when the order was processed. This appears in Shopify Admin and analytics reports. ISO-formatted timestamps are also supported. If no timezone is specified, your shop's timezone will be used.

The timestamp when the order was cancelled. Empty if the order is not cancelled. ISO-formatted timestamps are also supported.

The reason for cancelling the order. Used during UPDATE to trigger order cancellation. See Cancelling Orders for details and a full example.

Supported values (case-insensitive):

Whether to refund the customer to their original payment method when cancelling an order. Only used in combination with Cancel: Reason.

Whether to send a cancellation notification email to the customer. Only used in combination with Cancel: Reason.

Whether to restock inventory when cancelling an order. Only used in combination with Cancel: Reason.

Three-letter currency code in ISO 4217 format.

The channel where the order originated. When importing, you can set any custom value except Shopify reserved words (web, pos, iphone, android, shopify_draft_order).

This field is export-only and cannot be imported.

Shopify-generated customer ID. Accepts both numeric IDs (e.g., 987654) and Shopify GIDs (e.g., gid://shopify/Customer/987654). If specified, the order will be linked directly to that existing customer.

When importing orders, customers are resolved in the following priority order:

Customer's email address. Used to find existing customers or create new ones if no customer ID is provided.

Customer's phone number with country code. Used as fallback to find existing customers if email is empty. When importing orders without a customer email, the app will automatically search for existing customers using this phone number to maintain customer relationships. Shopify has strict validation for phone numbers - see DAT001 error code for details.

The customer's first name. This field is optional, if you only have one name you should place it in the Customer: Last Name field instead.

The customer's last name. This field is required when creating a customer.

Notes about the customer visible in Shopify Admin.

First name for the billing address. This field is optional, if you only have one name you should place it in the Billing: Last Name field instead.

Last name for the billing address. This field is required when creating a billing address.

Company name for billing address, if applicable.

Phone number for billing address with country code. Shopify has strict validation for phone numbers - see DAT001 error code for details.

First line of billing address. Required for billing address creation.

Second line of billing address (optional).

City for billing address. Required for billing address creation.

Province/state name for billing address. Must match Shopify's geographic classifier.

Two-character province/state code. See the complete list of codes.

Country name for billing address. If no country code is provided, Altera will attempt to convert the country name to a code automatically (e.g., "USA", "U.S.A.", "United States", "UK", "Great Britain" are all recognized). If both country and country code are provided, the country code takes precedence. See the complete list of codes.

Two-character country code for billing address (e.g., US, CA, GB). This field takes precedence over the country name field. If not provided, Altera will attempt to convert the country name to a code. See the complete list of codes.

Postal/zip code for billing address.

If your zip code starts with zeros (like 01234), Excel may strip the leading zeros. To prevent this, start the zip code with a single quote: '01234. The quote will be automatically removed during import.

First name for the shipping address. This field is optional, if you only have one name you should place it in the Shipping: Last Name field instead.

Last name for the shipping address. This field is required when creating a shipping address.

Company name for shipping address, if applicable.

Phone number for shipping address with country code. Shopify has strict validation for phone numbers - see DAT001 error code for details.

First line of shipping address.

Second line of shipping address (optional).

City for shipping address.

Province/state name for shipping address.

Two-character province/state code. See the complete list of codes.

Country name for shipping address. If no country code is provided, Altera will attempt to convert the country name to a code automatically (e.g., "USA", "U.S.A.", "United States", "UK", "Great Britain" are all recognized). If both country and country code are provided, the country code takes precedence. See the complete list of codes.

Two-character country code for shipping address (e.g., US, CA, GB). This field takes precedence over the country name field. If not provided, Altera will attempt to convert the country name to a code. See the complete list of codes.

Postal/zip code for shipping address.

If your zip code starts with zeros (like 01234), Excel may strip the leading zeros. To prevent this, start the zip code with a single quote: '01234. The quote will be automatically removed during import.

When importing line items, the app will attempt to match products and variants using the following fields in order of priority:

For Products:

For Variants:

You only need to provide one of these identifiers per product/variant. The app will automatically fall back to alternative matching methods if the primary identifier is not found.

If this column is in the sheet it cannot be blank. For exports, "Line Item" lines will be shown first, then the remaining lines will be shown in chronological order.

Possible values:

Controls what action to perform on the line item when updating an existing order. This field is only used when the main Command field is set to UPDATE or MERGE.

When you set Line: Command to MERGE, the app will add new line items to the order using Shopify's Order Edit API. This allows you to:

Important Notes:

Unique identifier for the line item. Generated by Shopify for existing items, can be any unique number for new orders.

For Fulfillment Line and Refund Line rows, the Line: ID should match the Line: ID of the line item being fulfilled or refunded. This allows the app to precisely associate fulfillments and refunds with the correct line items. If Line: ID is not provided, the app will fall back to matching by other fields (see Fulfillment Line Matching).

Shopify product ID for the line item. If not found, the app will try to match by handle or SKU.

Used as secondary method to identify products when Product ID is not available.

For regular line items, this is the title of the order line item. Can be set independently of the linked product title.

For discount line items (when Line: Type is "Discount"), this field specifies the discount type:

Shopify variant ID for the line item. If not found, the app will try to match by SKU.

The title of the product variant included in the line item.

The SKU of the product variant. Used to identify products when ID and handle are not available.

The quantity of the line item purchased.

The price of one line item unit.

When importing percentage discounts (Line: Type is "Discount" and Line: Title is "percentage"), put the percentage rate in this field (e.g., 15 for 15% off).

Discount amount applied to the line item. Negative value. The Shopify API does not support setting per-line-item discounts when creating orders.

When importing, if line items have Line: Discount values but no explicit Discount row is present, the discount amounts will be automatically summed and applied as an order-level fixed discount. This prevents discount data from being lost during store-to-store migrations (e.g., when orders have automatic discounts or script-based discounts that don't have a discount code).

If a Discount row is already present in the spreadsheet, Line: Discount values on line items are ignored because the Discount row already captures the total discount amount for the order. Rolling up both would double-count the discount.

Calculated as (Quantity × Price) + Discount. This field is export-only and cannot be imported.

Weight per line item in grams.

Vendor name of the product purchased.

The full name of the line item, including variant details. This is typically the product title combined with variant options.

Information about how discounts are allocated to this specific line item in the shop's base currency. This field is export-only and cannot be imported.

The discount amount allocated to this line item in the presentment currency (the currency shown to the customer at checkout). For stores using Shopify Markets with multiple currencies, this shows the discount in the customer's local currency, which may differ from the shop's base currency. This field is export-only and cannot be imported.

The discount amount applied per individual unit of this line item. This field is export-only and cannot be imported.

Custom properties or attributes associated with the line item. Format as comma-separated key: value pairs with each key and value on a new line. When viewing the spreadsheet in Excel you may need to expand the row height to see the full value.

The total amount of tax applied to this line item across all tax rates.

The name or title of the first tax applied to this line item.

The rate (as a decimal) of the first tax applied to this line item. Example: 0.08 = 8%.

The monetary amount of the first tax applied to this line item. If left empty but a tax rate is provided, the app will automatically calculate the tax amount using either the line item price or the linked variant's price.

The name or title of the second tax applied to this line item.

The rate (as a decimal) of the second tax applied to this line item. Example: 0.02 = 2%.

The monetary amount of the second tax applied to this line item. If left empty but a tax rate is provided, the app will automatically calculate the tax amount using either the line item price or the linked variant's price.

The name or title of the third tax applied to this line item.

The rate (as a decimal) of the third tax applied to this line item. Example: 0.01 = 1%.

The monetary amount of the third tax applied to this line item. If left empty but a tax rate is provided, the app will automatically calculate the tax amount using either the line item price or the linked variant's price.

Up to 100 tax lines are supported per line item. Use the same column naming pattern with higher numbers: Line: Tax 4 Title, Line: Tax 4 Rate, Line: Tax 4 Price, Line: Tax 5 Title, and so on up to Line: Tax 100 Price.

The quantity of this line item that can still be fulfilled. This is typically the ordered quantity minus any already fulfilled quantity.

The name of the fulfillment service responsible for fulfilling this line item. Common values include manual, amazon, shipwire, etc.

The price of the line item before any taxes are applied.

The price that was presented to the customer at checkout in their local currency. For stores using Shopify Markets with multiple currencies, this shows the actual price the customer paid in their currency, which may differ from the shop's base currency. This field is export-only and cannot be imported.

The three-letter currency code (ISO 4217) for the presentment price. This shows which currency the customer saw and paid in at checkout. For stores using Shopify Markets, this may differ from the shop's base currency. This field is export-only and cannot be imported.

Transaction data can be included in your spreadsheet in two ways:

Both formats are equivalent - Altera will process them the same way.

Shopify-generated transaction identifier. This field is export-only and cannot be imported.

When importing orders, only one SALE transaction is allowed per order. If your spreadsheet contains multiple SALE transactions for a single order, only the first SALE transaction will be imported. All other transaction types (authorization, capture, refund, void) will be imported normally.

The amount of the transaction in the order currency.

Currency code for the transaction. Should match the order currency.

The name of the payment gateway used for the transaction. The value will be prefixed with manual to avoid triggering real transactions. Eg, paypal will be imported as manual (paypal).

To import fulfillments, add rows with Line: Type set to Fulfillment Line. Each fulfillment line represents one line item being fulfilled. Multiple fulfillment lines with the same Fulfillment: ID are grouped into a single fulfillment.

You can also add fulfillment data directly on Line Item rows by filling in the Fulfillment: columns. This is a shortcut that fulfills each line item for its full quantity. Use dedicated Fulfillment Line rows when you need more control, such as partial fulfillments or grouping specific items into separate shipments.

Each Fulfillment Line row must be associated with the Line Item it fulfills. The app uses the following logic to match them:

When using composite key matching, make sure the values on your Fulfillment Line rows match the corresponding Line Item rows exactly.

Used to group fulfillment lines into fulfillments. Rows with the same Fulfillment: ID will be grouped into the same fulfillment.

When exporting, this will contain the Shopify-generated fulfillment ID. When importing, you can use any value - it is only used by the app for grouping and will not be saved to Shopify. For example, you could use F1, F2, etc. to organize your fulfillments.

When updating existing orders with a numeric Shopify fulfillment ID, the app will update the tracking information on that specific fulfillment. When using a custom (non-numeric) ID, the app will create new fulfillments.

Name of the tracking company. Must match Shopify's supported tracking companies. Read tracking information updates for how to change tracking information for existing orders.

Tracking number provided by the shipping company. Read tracking information updates for how to change tracking information for existing orders.

URL for tracking the shipment provided by the shipping company. Read tracking information updates for how to change tracking information for existing orders.

Name of the location where the fulfillment is shipped from.

If TRUE, Shopify will send a notification email to the customer when the fulfillment is created or updated.

The type of payment terms applied to the order. If you are using payment terms you need to use one of the following values:

Shopify does not support custom 'Net X' payment terms. For example, 'Net 14' is not supported.

The date and time when payment terms were issued to the customer. ISO-formatted timestamps are also supported. If no timezone is specified, your shop's timezone will be used. This field is used with the Net X payment terms types. If you do not set this field, the app will use the current date.

The date when payment is due according to the payment terms. ISO-formatted timestamps are also supported. If no timezone is specified, your shop's timezone will be used. This field is only required if you use the Fixed date payment terms type.

The date and time when payment terms were completed or paid in full. Empty if payment is still pending. ISO-formatted timestamps are also supported.

Indicates whether the payment for the order is past due.

Shopify-generated refund ID. Used to group refund lines together.

Note explaining the reason for the refund.

Metafields can be imported and exported with orders to store custom metadata and additional attributes. You can export:

For detailed information about working with metafields, see our Metafields guide.

You can use these filters to limit which orders are exported:

When updating existing orders, only a limited set of fields can be modified. Most order information becomes read-only after the order is created, but you can update these specific fields:

This update behavior aligns with Matrixify, so existing Matrixify templates should work without changes. If you see any differences, please let us know.

The following fields can be updated on existing orders:

When updating tracking information for fulfillments, the following logic applies:

This ensures that tracking information is always properly associated with the correct fulfillment, whether you're updating existing fulfillments or creating new ones.

You can mark orders with a pending payment status as paid by including a successful sale transaction in your update spreadsheet. This uses Shopify's orderMarkAsPaid mutation to record the full outstanding balance as paid.

To mark an order as paid:

The Transaction: Amount, Transaction: Currency, and Transaction: Gateway columns are optional when updating - the payment will always be recorded for the full outstanding amount regardless of the values in these columns.

Important Notes:

You can cancel existing orders by setting the Cancel: Reason field during an update. This uses Shopify's orderCancel mutation to cancel the order, optionally restocking inventory and refunding the customer.

To cancel an order:

The reason for cancelling the order. Supported values (case-insensitive):

Important Notes:

You can add new line items to existing orders by setting the Line: Command field to MERGE for the line items you want to add. This functionality uses Shopify's Order Edit API to add items to orders after they've been created.

To add line items to an existing order:

This will add 2 units of SKU WIDGET-123 and 1 unit of SKU GADGET-456 to order #1001.

This will add two custom line items (Gift Wrapping and Rush Processing) to order #1001.

This adds both a variant-linked item (WIDGET-123) and a custom item (Setup Fee) to the same order.

For more information about error codes, see our Error Codes documentation.