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Orders

Improved shipping lines and total discounts handling in order exports

We’ve updated the orders export functionality to more closely match Matrixify’s format and behavior, ensuring better compatibility when using both tools. 🔧 Improvements # Shipping lines pagination – orders with many shipping options now export all shipping lines instead of just the first 5. Total discounts handling – export format now includes proper total discount calculations for better Matrixify compatibility.

Automatic tax calculation from rates

Importing order taxes just got simpler – you can now specify tax rates without manually calculating the tax amounts for line item tax rates. 🔧 Improvements # Tax calculation – automatically calculates tax amounts when you provide a tax rate but leave the tax price empty, using either the line price or linked variant price.

Improved datetime timezone handling for order imports

Order imports now correctly apply your shop’s timezone to datetime fields when no timezone information is provided in the spreadsheet. 🔧 Improvements # Shop timezone handling – datetime fields without timezone info now use your shop’s timezone instead of defaulting to UTC.

Customer phone lookup for order imports

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.

Last X days filter for datetime exports

Finding recent data just got simpler with our new relative datetime filtering option. 🚀 What’s New # Last X days filter – set exports to grab data from the past X days without calculating specific dates. 🔧 Improvements # Export setup – faster filtering for common scenarios like “last 30 days of orders” or “products updated in last 7 days”. Datetime fields – works across all datetime columns including Created At, Updated At, and Processed At.

Fulfillment: Send Receipt field support

We’ve added support for the Fulfillment: Send Receipt field, giving you control over whether customers receive email notifications when orders are fulfilled. 🚀 What’s New # Fulfillment: Send Receipt – control whether customers receive email notifications when fulfilling orders through exports.

Add support for order metafields

You can now import and export order metafields to manage custom order data alongside your order information. 🚀 What’s New # Order metafields import – add custom metafields when creating or updating orders through CSV imports. Order metafields export – include metafield data in order exports for complete order records.

Order updating for key fields now supported

You can now update existing orders with new information like tags, shipping addresses, tracking information, and payment terms. 🚀 What’s New # Order updating – modify existing orders by changing shipping addresses, tracking information, and notes. 📚 Documentation # The Order Fields reference now includes a complete “Updating Orders” section explaining supported fields and tracking update logic.

Payment terms support for orders and draft orders

Orders and draft orders now support payment terms data, making it easier to manage B2B transactions and track payment schedules. You can set the payment terms to values like Net 30, Due on receipt, or Fixed date. 🚀 What’s New # Payment terms fields – export and import payment terms type, due dates, and completion status with orders. Payment terms tracking – view issued dates, due dates, and overdue status for each order.

Exact export counts for large datasets

Export previews now display precise counts for your data, making it clearer exactly what’s being exported. 🔧 Improvements # Export counts – shows exact numbers instead of “10,000+” for products, orders, customers, collections, and draft orders. Data preview – gives you a precise view of how many records will be exported before you start the process.