General
ID
Description | Example Value |
Shopify's unique company identifier |
|
If present, the ID will be used to find an existing company on the store. When importing, the ID will be used to see if the company already exists. If there's no ID match the app will attempt to find an existing company using the External ID, then the Name.
Name
Description | Example Value |
Company name (must be unique) |
|
The company name used for identification and display. Company names must be unique within your store. This field is used for grouping multiple rows together and finding an existing company on the store if the ID is not present.
Command
Description | Example Value |
Action to perform: MERGE, DELETE, NEW |
|
MERGE: Update existing company or create if not found
DELETE: Remove the company from the store (will skip if company doesn't exist)
NEW: Create a new company (will skip if company already exists)
UPDATE: Update existing company (will skip if not found)
REPLACE: Delete existing company completely and create new with file data
IGNORE: Skip this company during import
External ID
Description | Example Value |
External system identifier for the company |
|
External identifier for integration with other systems. When importing, if no ID match is found, the app will use the External ID to find an existing company before falling back to the Name. External IDs must be unique across all companies and cannot contain spaces.
Notes
Description | Example Value |
Free text notes about the company |
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Internal notes about the company that are visible only to store staff.
Customer Since
Description | Example Value |
Date when company became a customer |
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The date when the company first became a customer. This can only be set when creating a new company, not when updating.
Lifetime Duration
Description | Example Value |
How long company has been a customer - Export only |
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A human-readable duration showing how long the company has been a customer. This field is export-only and cannot be imported.
Created At
Description | Example Value |
Date and time when company was created - Export only |
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The timestamp when the company was originally created. This field is export-only and cannot be imported.
Updated At
Description | Example Value |
Date and time when company was last updated - Export only |
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The timestamp when the company was last modified. This field is export-only and cannot be imported.
Main Contact: Customer ID
Description | Example Value |
Shopify ID of the main contact customer |
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The unique identifier of the customer who serves as the main contact for the company.
Main Contact: Customer Email
Description | Example Value |
Email of the main contact customer |
The email address of the customer who serves as the main contact for the company.
Contact Count
Description | Example Value |
Number of customers linked to the company - Export only |
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The total number of customers linked to this company. This field is export-only and cannot be imported.
Location Count
Description | Example Value |
Number of locations within the company - Export only |
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The total number of locations within this company. This field is export-only and cannot be imported.
Order Count
Description | Example Value |
Total orders placed by the company - Export only |
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The total number of orders placed by this company. This field is export-only and cannot be imported.
Total Spent
Description | Example Value |
Total amount spent by the company - Export only |
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The total amount spent by this company across all orders. This field is export-only and cannot be imported.
Row
Description | Example Value |
Row number for multi-row data |
|
Used when a company spans multiple rows (e.g., when including multiple locations or customers).
Top Row
Description | Example Value |
Whether this is the first row for this company |
|
TRUE: This is the primary row for the company
FALSE: This is a secondary row for additional location or customer data
Locations
Location: ID
Description | Example Value |
Unique location identifier |
|
The unique identifier for a specific location within the company. When updating a company, if a Location: ID is provided, it will be used to match and update the existing location. If no ID is provided, the system will attempt to match by Location: Name.
Location: Name
Description | Example Value |
Location name |
|
The display name for this company location. When updating a company, location names can be used to match existing locations if Location: ID is not provided. However, if multiple locations have the same name, the import will fail with error COMP020. In such cases, use Location: ID to uniquely identify the location.
Location: Command
Description | Example Value |
Action to perform: MERGE, DELETE, NEW |
|
MERGE: Update existing location or create if not found
DELETE: Remove the location from the company (will skip if location doesn't exist)
NEW: Create a new location (will skip if location already exists)
UPDATE: Update existing location (will skip if not found)
IGNORE: Skip this location during import
Location: External ID
Description | Example Value |
External identifier for location |
|
External identifier for the location for integration with other systems.
Location: Phone
Description | Example Value |
Location phone number |
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The phone number for this location. Must include country codes (e.g., +1 for US/Canada).
Location: Notes
Description | Example Value |
Notes about the location |
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Internal notes about this specific location.
Location: Created At
Description | Example Value |
When location was created - Export only |
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The timestamp when this location was created. This field is export-only and cannot be imported.
Location: Updated At
Description | Example Value |
When location was last updated - Export only |
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The timestamp when this location was last updated. This field is export-only and cannot be imported.
Location: Locale
Description | Example Value |
Preferred locale for this location |
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The preferred language/locale code for this location.
Location: Tax ID
Description | Example Value |
Tax registration ID for location |
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The tax registration identifier for this location.
Location: Tax Setting
Description | Example Value |
Whether to collect tax at location |
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Tax collection setting for this location:
Collect: Collect taxes at this location
Do not collect: Do not collect taxes
Location: Tax Exemptions
Description | Example Value |
Available tax exemptions |
|
Comma-separated list of tax exemptions available for this location. Tax exemptions define which types of transactions can be exempt from taxes at checkout. These typically apply when the location is collecting taxes (Tax Setting = "Collect"), allowing customers to claim specific exemptions like reseller exemptions or status card exemptions.
For a complete list of valid tax exemption values, see the Shopify TaxExemption enum documentation.
Location: Allow Shipping To Any Address
Description | Example Value |
Allow customers to ship to any address |
|
TRUE: Customers can ship orders to any address
FALSE: Customers are restricted to predefined addresses
Location: Checkout To Draft
Description | Example Value |
Whether checkout creates draft orders |
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TRUE: Checkouts create draft orders that require approval
FALSE: Checkouts create regular orders
Location: Checkout Payment Terms
Description | Example Value |
Payment terms for this location |
|
Payment terms for orders from this location:
(empty): No specific payment terms
Due on fulfillment: Payment due when order is fulfilled
Net 7: Payment due within 7 days
Net 15: Payment due within 15 days
Net 30: Payment due within 30 days
Net 45: Payment due within 45 days
Net 60: Payment due within 60 days
Net 90: Payment due within 90 days
Location: Checkout Pay Now Only
Description | Example Value |
Whether payment is required at checkout |
|
TRUE: Payment is required at checkout
FALSE: Payment can be deferred based on payment terms
Location: Shipping First Name
Description | Example Value |
Shipping address first name |
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The first name for the shipping address at this location.
Location: Shipping Last Name
Description | Example Value |
Shipping address last name |
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The last name for the shipping address at this location.
Location: Shipping Recipient
Description | Example Value |
Shipping recipient identity |
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The recipient identifier for shipments to this location.
Location: Shipping Phone
Description | Example Value |
Shipping address phone number |
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The phone number for the shipping address at this location.
Location: Shipping Address 1
Description | Example Value |
Shipping street address line 1 |
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The primary street address line for shipping to this location.
Location: Shipping Address 2
Description | Example Value |
Shipping street address line 2 |
|
Additional address information for shipping to this location.
Location: Shipping Zip
Description | Example Value |
Shipping postal code |
|
The postal or zip code for the 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.
Location: Shipping City
Description | Example Value |
Shipping city |
|
The city for the shipping address.
Location: Shipping Province Code
Description | Example Value |
Shipping province/state code |
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The state or province code for the shipping address.
Location: Shipping Country Code
Description | Example Value |
Shipping country code |
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The two-letter country code for the shipping address (e.g., US, CA, GB). This field takes precedence if both country name and code are provided. If not 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).
Location: Billing First Name
Description | Example Value |
Billing address first name |
|
The first name for the billing address at this location.
Location: Billing Last Name
Description | Example Value |
Billing address last name |
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The last name for the billing address at this location.
Location: Billing Recipient
Description | Example Value |
Billing recipient identity |
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The recipient identifier for billing purposes at this location.
Location: Billing Phone
Description | Example Value |
Billing address phone number |
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The phone number for the billing address at this location.
Location: Billing Address 1
Description | Example Value |
Billing street address line 1 |
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The primary street address line for billing at this location.
Location: Billing Address 2
Description | Example Value |
Billing street address line 2 |
|
Additional address information for billing at this location.
Location: Billing Zip
Description | Example Value |
Billing postal code |
|
The postal or zip code for the 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.
Location: Billing City
Description | Example Value |
Billing city |
|
The city for the billing address.
Location: Billing Province Code
Description | Example Value |
Billing province/state code |
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The state or province code for the billing address.
Location: Billing Country Code
Description | Example Value |
Billing country code |
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The two-letter country code for the billing address (e.g., US, CA, GB). This field takes precedence if both country name and code are provided. If not 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).
Location: Catalogs
Description | Example Value |
Semicolon-separated list of catalog names |
|
Semicolon-separated list of catalog names assigned to this location. Catalogs allow you to assign different pricing structures to different company locations.
Location: Catalogs Command
Description | Example Value |
Catalog action: MERGE, DELETE, REPLACE |
|
MERGE: Add new catalogs while keeping existing ones
DELETE: Remove specified catalogs from the location
REPLACE: Remove all existing catalogs and add only those listed
IGNORE: Skip catalog processing for this location
Location Store Credits
Company locations can hold store credit for B2B checkout. Each location can have multiple accounts in different currencies.
Exporting the Location Store Credit Transactions column group requires the read_store_credit_account_transactions Shopify access scope. The first time you tick the column group in the export configurator the app will prompt you to authorize.
Location: Store Credit Currency
Description | Example Value |
Currency code for the store credit account |
|
The three-letter currency code (ISO 4217) for the location's store credit account. Each location can have separate accounts for different currencies.
Location: Store Credit Balance
Description | Example Value |
Current balance of the location's store credit - Export only |
|
The current remaining balance of the location's store credit account. Export-only - to add, set, or debit a specific amount, use the Location Store Credit Transactions columns below.
Location Store Credit Transactions
Use these columns to issue, debit, or set the balance of a location's store credit account. Each transaction is its own row. Repeat the company name on each row and fill Location: Store Credit Currency only on the first transaction row of each account.
Location: Store Credit Transaction ID
Description | Example Value |
Shopify-generated transaction ID |
|
Filled in by export. Leave blank on import to create a new transaction.
Location: Store Credit Transaction Command
Description | Example Value |
Type of transaction to apply |
|
CREDIT - Add the amount to the location's balance.
DEBIT - Subtract the amount from the balance.
SET - Set the balance to a specific amount; Altera credits or debits the difference.
Location: Store Credit Transaction Amount
Description | Example Value |
Transaction amount as a positive decimal |
|
Always a positive number on import. On export, debit transactions appear as negative numbers.
Location: Store Credit Transaction Expire At
Description | Example Value |
Expiration date for a CREDIT transaction |
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Only valid when Command is CREDIT. Must be in the future.
Location: Store Credit Transaction Send Receipt
Description | Example Value |
Whether Shopify should email the location contact |
|
TRUE - Send a notification email.
FALSE - Do not send a notification email.
Location: Store Credit Transaction Created At
Description | Example Value |
When the transaction was created |
|
Export only.
Location: Store Credit Transaction Event
Description | Example Value |
The Shopify event that caused the transaction |
|
Export only. See the customer Store Credit Transaction: Event reference for the full list of possible values.
Location: Store Credit Transaction Remaining Balance
Description | Example Value |
Account balance after this transaction |
|
Export only.
Linked Customers
Please note that assigning a customer to a company will not migrate their existing orders to that company. Orders placed before the customer was linked will remain associated with the customer as an individual. There is currently no way to transfer existing orders to a company through the Shopify API.
Customer: ID
Description | Example Value |
Shopify customer ID |
|
The unique identifier of the customer to be linked to the company location.
Customer: Email
Description | Example Value |
Customer email address |
The email address of the customer to be linked to the company location.
Customer: Command
Description | Example Value |
Customer action: MERGE, DELETE |
|
MERGE: Update customer's role or add to location
DELETE: Remove customer from the company entirely
Customer: First Name
Description | Example Value |
Customer first name |
|
The first name of the customer being linked to the company. This field is optional, if you only have one name you should place it in the Customer: Last Name field instead.
Customer: Last Name
Description | Example Value |
Customer last name |
|
The last name of the customer being linked to the company. This field is required when creating a customer.
Customer: Location Role
Description | Example Value |
Customer's role at this location |
|
The role assigned to the customer at this company location:
Ordering only: Customer can place orders but cannot manage
Location admin: Customer can manage the location and place orders
This field controls the "Ordering" status shown on the Companies page in Shopify admin. A company shows as "Ordering: Not approved" when no customer has been assigned a role at any of its locations. Assigning a customer a role at a location will change the company status to "Ordering: Approved".
To assign a role, each row that has a Customer: Location Role value must also include:
A location identifier:
Location: IDorLocation: NameA customer identifier:
Customer: IDorCustomer: Email
The Main Contact: Customer Email column only sets the company's main contact and does not assign a location role. Use Customer: Email (or Customer: ID) to identify the customer at the location.
For a step-by-step walkthrough, see How to bulk approve B2B companies for ordering in Shopify.
Export Filters
You can use these filters to limit which companies are exported:
name: Filter by company namecreated_at: Filter by creation dateupdated_at: Filter by last update datecustomer_since: Filter by customer since dateexternal_id: Filter by external ID