How can I include the B2B company associated with the customer record in my Shopify customer CSV export?

You can use the following variables in the Calculated Fields section of the Data Settings to export the B2B company name and external ID associated with the Shopify customer record:

  • {{ company_contact_profiles.company.name }}
  • {{ company_contact_profiles.company.external_id }}

To export the data which determines whether the customer is the company's main contact, you can use this variable below (will export True or False):

  • {{ company_contact_profiles.is_main_contact }}

On the "Templates" page of EZ Exporter, there's aslo a template you can use called "Shopify B2B Customers" which already includes these fields and already has a filter configured to only export customer records that are linked to a B2B company.


App: EZ Exporter

Tags: shopify b2b, shopify b2b customers