How to Fill in the Customer Template?

What is the Customer Template?

The Customer Template is a spreadsheet where you manage all customer information — from contact details to marketing status and addresses — before importing to Shopify via BulkFlow.

Requirements

Make sure you have:

Downloaded the correct Customer Template from BulkFlow
Customer data ready (Excel or CSV)
Your Shopify store is connected to BulkFlow

How to fill the Customer Template

Step 1: Download the Customer template

From the BulkFlow Dashboard, click on Download Template. A dropdown menu will appear, you can choose the option labeled Customer Template.

Step 2: Fill in the required fields

You must include at least one unique identifier among these options:

ID (if Email and Phone are not provided)
Email (if ID and Phone are not provided)
Phone (if ID and Email are not provided)

Additionally, you should fill in:

First Name
Last Name

Basic Customer Info (Available Columns)

Column	Description	Accepted Value	Example Value
ID	Unique ID to track and manage each customer	Alphanumeric text	123456789
Email	Customer email. Must be unique. Used as a username and to link orders	Valid email format	john.doe@example.com
First Name	Customer’s given name. Required if Email is missing	Alphabetic text	John
Last Name	Customer’s surname. Used for personalization or if Address Last Name is missing	Alphabetic text	Doe
Phone	Must include country code. Required if Email and ID are missing	Numbers with +, (), dashes, spaces	(+84) 1234 567 899
Language	Preferred language	ISO 639-1 code (e.g., en, fr)	en
Email Marketing: Status	Email opt-in status	subscribed, unsubscribed, pending, invalid, not_subscribed	pending
Email Marketing: Level	Consent level for email	single_opt_in, confirmed_opt_in, unknown	single_opt_in
Email Marketing: Updated At	When email preference last changed	YYYY-MM-DD HH:MM:SS (UTC)	2024-02-07 15:30:00
SMS Marketing: Status	SMS opt-in status (see restrictions below)	pending, subscribed, unsubscribed, not_subscribed	pending
SMS Marketing: Level	Consent level for SMS	single_opt_in, confirmed_opt_in, unknown	single_opt_in
SMS Marketing: Updated At	When SMS preference last changed	YYYY-MM-DD HH:MM:SS (UTC)	2024-02-07 15:30:00
Note	Internal note, not visible to customer	Alphanumeric text	VIP customer – offer support
Verified Email	Whether the email is verified	TRUE / FALSE	TRUE
Tax Exempt	Whether the customer is tax exempt	TRUE / FALSE	TRUE
Tags	Labels to categorize customers	Comma-separated text	VIP, Repeat Customer, Wholesale
Send Account Activation Email	Send activation email after import	TRUE / FALSE	TRUE
Multipass Identifier	For SSO login with external website	Alphanumeric text	123456789abcdef

NOTE:

Required Identifiers

Include at least one of: ID, Email, or Phone.
If two are missing, the third is required.

Email and Phone

Email and Phone must be unique.
If contact info is reused, provide a unique ID.

SMS Marketing Restrictions

You can only set pending status if SMS Marketing Level = confirmed_opt_in.
redacted status is system-generated and cannot be imported or edited.
If Status = not_subscribed, the system will automatically assign Level = single_opt_in, regardless of what you provide.

Multipass Identifier

Only works on Shopify Plus. Leave blank if not applicable.

Address Information (Optional)

Customers can have multiple shipping addresses. Each address requires a separate row in the file, with customer info (like ID or Email) copied to link the row properly.

Column	Description	Accepted Value	Example Value
Address First Name	First name for this address. If blank, uses First Name from row	Alphanumeric text	John
Address Last Name	Last name for this address. If blank, uses Last Name from row	Alphanumeric text	Doe
Address Phone	Phone number for this address. If blank, uses Phone from row	Numbers with +, -, (), spaces	(+1) 555 123 4567
Address Company	Company name	Alphanumeric text	LitGroup
Address Line 1	Primary street address	Alphanumeric text	123 Main Street
Address Line 2	Extra address info (e.g., Apartment, Suite)	Alphanumeric text	Apt 5A
Address City	City	Alphanumeric text	New York
Address Province	State or region	Alphanumeric text	California
Address Province Code	2-letter or standard code (overrides Province field)	Alphanumeric text	CA
Address Country	Country (must match Shopify's country list)	Full country name	United States
Address Country Code	2-letter ISO code	Two-letter country code	US
Address Zip	Postal code	Alphanumeric text	10001
Address Is Default	Whether this is the customer’s default shipping address	TRUE / FALSE	TRUE

Step 3: Save the file correctly

Frequently asked Questions

What if I don’t include Email, Phone, or ID?

BulkFlow won’t be able to match the customer. You must include at least one of these identifiers.

How do I import customers with multiple addresses?

Add a new row for each address and repeat the customer ID or Email to link them.

Can I trigger account activation automatically?

Yes. Set Send Account Activation Email column to TRUE.

Updated on: 05/08/2025

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