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Orders

Line item discounts automatically rolled up on order import

Previously, Line: Discount values on line item rows were silently ignored during order import because the Shopify API does not support per-line-item discounts. This meant discount information could be lost when exporting orders from one store and importing them into another – particularly for orders with automatic discounts or script-based discounts that don’t have a discount code. 🚀 What’s New # Automatic discount rollup – when line items have Line: Discount values but no explicit Discount row is present, the discount amounts are now automatically summed and applied as an order-level fixed discount. 🔧 How It Works # Line item discount amounts are collected from all Line Item rows that have a Line: Discount value The absolute values are summed into a single order-level fixed-amount discount If an explicit Discount row is already present in the spreadsheet, it takes priority and line item discounts are not rolled up – the Discount row already captures the total discount for the order, so rolling up both would double-count Negative values (as shown in exports) are handled automatically

Control inventory restocking when cancelling orders

Previously, cancelling an order through import always restocked inventory automatically. Now you can decide whether that happens on a per-order basis. 🚀 What’s New # Cancel: Restock column – set to FALSE to prevent inventory restocking when cancelling an order, or leave as TRUE (the default) to keep the current behaviour. 🔧 Improvements # Backward compatible defaults – existing import files without the new column continue to work exactly as before, with inventory restocked on cancellation. Full cancellation control – use Cancel: Restock alongside Cancel: Reason, Cancel: Refund, and Cancel: Send Receipt for complete control over the cancellation process.

Smarter fulfillment line matching for order imports

Importing fulfillments just got more flexible. You no longer need Line: ID columns for fulfillment line matching, and you can now create multiple new fulfillments on existing orders in a single update. 🚀 What’s New # Multiple fulfillments on update – use custom Fulfillment IDs like F1, F2 with the UPDATE command to create several new fulfillments on an existing order. Composite key matching – fulfillment lines now match to order line items using a combination of SKU, Title, Variant Title, and Price. 🔧 Improvements # No Line: ID required – Fulfillment Line rows no longer need a Line: ID column to match correctly, following Matrixify conventions. Consistent matching across flows – the same composite key logic applies to both new order creation and fulfillment updates on existing orders.

Country names now convert automatically to country codes

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.

Etsy to Shopify migration support

Migrating from Etsy? We’ve added built-in transformations to convert your Etsy exports into the format Altera uses for Shopify imports. 🚀 What’s New # Etsy Products transformation – converts Etsy listing exports to the Shopify product format, including variants, images, and materials (see guide). Etsy Orders transformation – converts Etsy Order Item CSV exports to the Shopify order format with line items, shipping, and fulfillment status (see guide). Automatic format detection – uploading an Etsy file to the import page now shows a helpful message directing you to the Transform data feature.

New export formatting options for dates and phone numbers

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.

Add line items to existing orders

You can now add line items to existing orders, making it easy to append products or custom charges without creating a new order. 🚀 What’s New # Order line item merging – set Line: Command to MERGE when updating orders to add new products or custom line items after the order is created. Archived order handling – the app automatically unarchives closed orders, adds the line items, and re-archives them if needed. Custom line items – add fees, services, or custom charges by specifying a title and price without linking to a product variant.

Filter orders by line item title

Filtering orders by product name makes it easier to isolate orders containing specific items for fulfillment, inventory analysis, and sales reporting. If a single line item title matches the filter, the order and all its line items will be included in the export. 🚀 What’s New # Line item title – filter orders by the title of any product in the order.

Filter orders by country

Filtering orders by location makes it easier to target exports for regional reporting, shipping analysis, and tax compliance. 🚀 What’s New # Shipping country code – filter orders by the country code of the shipping address. Billing country code – filter orders by the country code of the billing address.

Changes when importing order transactions

We’ve made two updates to how order transactions are imported to better match Shopify’s requirements. 🔧 Improvements # Manual gateway default – transaction gateways now default to manual for SALE transactions. SALE transaction limit – order imports now keep only the first sale transaction when multiple are present. Other transaction types (authorization, capture, refund, void) are still imported normally.