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How to import Shopify metafields into Triple Whale

Import your Shopify customer, order, and product metafields into Triple Whale as new columns.

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Written by Kassandra Villa Arroyo

Overview

This article walks you through activating Shopify metafields and importing specific customer, order, or product metafields into Triple Whale. Once you complete these steps, the data appears as a new column in the matching Triple Whale table, and Moby can use it to answer questions.

Before you begin

  • Your Shopify store must be connected to Triple Whale.

  • Know which specific metafields you want to bring in ahead of time. You can select up to 10 metafields per asset type (Customers, Orders, and Products).

Steps to Import

  1. Go to Data

  2. Click on Integrations

  3. Find your Shopify integration from the list

  4. Click Manage on the Shopify integration card.

  5. In the Activate Shopify Metafields window, click Activate.

  6. On the Import Metafields page, open the Customers, Orders, or Products section to see the metafields available for that data type.

  7. Select the checkbox next to each metafield you want to import.

  8. Assign each selected metafield to a Triple Whale column to continue.

    1. Click Create New Column to map it to a new column, or choose an existing column if one already fits.

      1. If creating a new column name it and select Create Column

  9. Click Save to finish the import.

Reviewing or editing imported metafields

Go to your Shopify integration and open the Metafields tab to see a table of everything you've imported, with its Key, Column Name, and Type. Click Edit Metafields to make changes.

Steps to Disable

  1. Go to Data

  2. Click on Integrations

  3. Find your Shopify integration from the list

  4. Click Manage on the Shopify integration card.

  5. Click on Edit Metafields on the top right

  6. Uncheck metafield, and select Disable on following prompt window

If you previously disabled a metafield from your import, it will show as Disabled in this list. Click Re-enable next to it to make it selectable again.

Steps to Re-enable

  1. Go to Data

  2. Click on Integrations

  3. Find your Shopify integration from the list

  4. Click Manage on the Shopify integration card.

  5. Click on Edit Metafields on the top right

  6. Click Re-enable next to disabled metafield

Verify it worked

Once saved, your new column appears in your Triple Whale data and can be used in SQL and by Moby. Each column has a prefix, 'custom_field'.

See also

Related questions

  • How do I import Shopify metafields into Triple Whale?

  • How many metafields can I import per Shopify object?

  • Can I rename an imported metafield in Triple Whale?

  • Why is a metafield showing as Disabled, and how do I re-enable it?

  • Where do I go to edit metafields I've already imported?

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