Importing store credit values that aren’t valid numbers could previously cause confusing errors. We’ve added validation at both the file analysis and import stages so issues are caught early and reported clearly.
🔧 Improvements # Store credit validation – file analysis now checks that Store Credit: Amount and Adjust columns contain valid numbers. Clearer error messages – invalid store credit values now report the exact problematic value and row number.
Customer exports now have two separate date filters for orders, giving you more control over which customers you export.
🚀 What’s New # Order date filter – matches customers who placed any order during the specified period, useful for finding all customers active in a date range. Last order date filter – matches based on the customer’s most recent order only, useful for finding customers who haven’t ordered recently or whose last purchase was within a specific window.
Importing customer marketing preferences just got more forgiving.
🔧 Improvements # Email marketing consent – now skipped automatically when importing customers without an email address. SMS marketing consent – documentation clarified to match the existing phone number requirement.
Importing address data just got easier. You no longer need to manually convert country names to ISO codes before importing.
🔧 Improvements # Country name recognition – Altera now converts country names like “USA”, “U.S.A.”, “United States”, “UK”, and “Great Britain” to their correct ISO codes during import. Company location exports – Now include country names alongside country codes for easier reference.
You now have more control over how your exported data is formatted, with new options for datetime and phone number fields.
🚀 What’s New # Date/time formatting – Choose from 10 different date formats including ISO 8601, US, and UK styles to match your workflow or target system. Phone number normalization – Format phone numbers as strict international, readable international, or national format, or keep them as-is from Shopify. Phone cell formatting – Control whether phone cells include an apostrophe prefix to prevent Excel auto-formatting issues. CLI support – Use --datetime-format, --phone-format, and --phone-cell-format flags in the CLI tool. 🔧 Improvements # Advanced Options – New collapsible section on the export create page keeps the interface clean while providing access to formatting controls. Country-aware phone parsing – Phone number formatting uses the related address country code for accurate national format conversion.
We’ve added the ability to set expiration dates for customer store credit during imports.
🚀 What’s New # Store credit expiration – New Store Credit: Expires At column allows you to set an expiration date when adding or adjusting store credit. ⚠️ Heads-up # Store credit limitation – You can only set an expiration date with the Store Credit: Amount column if the customer’s balance is 0. For non-zero balances, use Store Credit: Adjust instead.
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.
Customer exports now support more ways to narrow down your audience.
🚀 What’s New # Order date filter – export customers based on when they last placed orders. Total spent filter – find customers by their lifetime spending amount. Date created filter – filter by when customer accounts were created. Tag filter – export customers with specific tags.
Order imports now automatically find and link existing customers using phone numbers when email addresses aren’t available.
🔧 Improvements # Customer phone lookup – orders now find existing customers by phone number when no email is provided during import.
Customer store credits can now be exported and imported, giving you full control over customer account balances. We’ve included safety features to help prevent accidental financial changes.
🚀 What’s New # Store credit export – export customer store credit balances, currency, and adjustment data. Store credit import – adjust customer store credit balances through spreadsheet imports. Financial safety warnings – automatic alerts when importing store credit data to prevent accidental money adjustments. 🔧 Improvements # Customer import validation – new warning system detects store credit columns and prompts double-checking before import. ⚠️ Heads-up # Store credit operations affect real money and customer account balances. The app will now warn you when importing files containing store credit columns to help prevent accidental financial changes.
