Migrating a B2B store onto Shopify? Order imports can now attach to a company location so buyers see their full history on their company’s customer account page.
What’s new # Companies column group - new optional section in order exports and imports with Company: ID, Company: Name, Company: External ID, Company: Location ID, Company: Location Name, and Company: Location External ID (see Order Fields). Lookup chain - the importer resolves each side by ID, then External ID, then Name. Location lookups are scoped to the resolved Company so duplicate location names across companies don’t collide. Sample file - Orders_Sample_B2B_Company_Linking.csv shows the minimum columns to import a B2B order. Heads-up # The customer on the order must already be a contact at the target location with an active role (e.g., Ordering only or Location admin). Import companies, locations, and contacts first. Shopify’s order update API can’t change the company link on an existing order. Use REPLACE if you need to re-link.
We’ve expanded our Shopify store credit support: full transaction history alongside the existing balance columns, plus net-new coverage of B2B company locations.
What’s New # Store Credit Transactions for customers - new column group lets you issue, debit, or reset balances using CREDIT, DEBIT, and SET commands, one transaction per row. Location Store Credit Transactions for B2B companies - the same column group on the Companies sheet, scoped to company location accounts. Per-transaction expiry and receipt notification - set Store Credit Transaction: Expire At and Store Credit Transaction: Send Receipt on credit transactions. Exported transaction history - exports include transaction ID, command, amount, created at, event, expiry, and the running balance after each transaction. Balance change summary - every customer or company location whose store credit changes during an import gets a one-line summary in the import results (e.g. Store credit changed from 50.00 USD to 75.00 USD). Improvements # The legacy Store Credit: Amount and Store Credit: Adjust columns keep working on import unchanged - existing import templates continue to apply. Heads-up # Exporting transaction history requires the new read_store_credit_account_transactions Shopify scope. The first time you tick the Store Credit Transactions or Location Store Credit Transactions column group in the export configurator, Altera will prompt you to authorize - one click and you’re done. The existing customer balance import keeps working without the new scope.
The company location field “Location: Editable Shipping Address” has been renamed to Location: Allow Shipping To Any Address to match the naming in other apps. The old column name is still supported for backwards compatibility.
Improvements # External ID whitespace - trailing spaces in company and location External ID values are now automatically stripped, preventing silent import failures.
When importing companies with customer contacts, things don’t always go smoothly – a customer might not exist yet, or they could already be linked to another company. Previously, these issues would either fail the import or be silently ignored. Now you get clear warnings explaining exactly what happened.
🔧 Improvements # Customer not found – if a customer email or ID doesn’t match an existing customer, the import continues and shows which customer couldn’t be found (COMP026). Already linked to another company – when a customer is already associated with a different company, you’ll see a warning instead of a failure (COMP022). Catalog not found – location catalog assignments that can’t be resolved now warn rather than fail (COMP027). Main contact warnings – the same helpful warnings now apply when setting the company’s main contact.
Importing zip codes that start with zeros (like 01234) can be tricky because Excel automatically strips leading zeros. We’ve made this easier to handle by allowing you to prefix the zip code with a single quote ('01234).
🔧 Improvements # Zip code formatting – prefix any zip code with a single quote ('01234) in your spreadsheet to preserve leading zeros. The quote is automatically removed during import and works for all address types across orders, draft orders, customers, and company locations.
You can now import and export metafields for companies and draft orders to manage custom data alongside your business information.
🚀 What’s New # Company metafields import – add custom metafields when creating or updating companies through CSV imports. Company metafields export – include metafield data in company exports for complete business records. Draft order metafields import – add custom metafields when creating or updating draft orders through CSV imports. Draft order metafields export – include metafield data in draft order exports for enhanced order management.
You can now import B2B companies alongside their locations and customer contacts, completing our import coverage for all major Shopify data types.
🚀 What’s New # B2B company imports – create and update companies with full location and contact management. Company locations – import multiple locations per company with addresses, tax settings, and catalog assignments. Customer contacts – assign existing customers to companies with specific roles and location access. Data type parity with Matrixify – Altera now supports all data types that Matrixify can import and export (and more that they don’t)
