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Data columns

An overview of what data columns are and how they are used

Customer Fields stores each piece of customer information in a data column. Data columns let the app save, filter, import and export customer data.

The app creates a data column for you each time you add a field in the form builder, so you don't need to set anything up before a form saves data.

Standard and custom data columns

Standard data columns hold Shopify's own customer properties, like first name, last name, email, phone and default address. Custom data columns hold everything else you collect, like a birthday or a company name.

What a data column is made of

Each data column has a Label, the name you see in the app, and a Key, a unique name used to reference it. Its Namespace combines with the key to identify the metafield in Shopify. New data columns use the namespace app--960624--helium, and older ones may use customer_fields. Its Data type sets what kind of value it stores.

Data types

Data type

Stores

single_line_text

One line of text

text

Text with several lines

integer

Whole numbers

float

Numbers with decimals

boolean

True or false

date

A date without a time

datetime

A date and time

email

An email address

phone

A phone number

file

File uploads, hosted by Customer Fields

file_reference

File uploads, hosted by Shopify. You'll find them in your Shopify admin under Content > Files.

list

Several values in one column

group

A set of related values, like an address

group_list

Several sets of related values

Group data columns are used by address fields and custom-built forms. You can't use a custom group column, or the columns inside it, in a form built with the form builder.

Group list data columns are used by repeating group fields and custom-built forms.

Where data columns are used

You create data columns by adding custom fields to a form, or on the Data columns page in the app. Once created, they show up in several places in the app.

Customers page

You can filter customers by any data column, and choose which columns show in the table with the column picker. See Customer directory.

A customer's page

Data columns appear in the Forms card, with each form's answers, and in Other data columns. Favorited columns appear in their own Favorited data columns card.

Data columns page

Use this page to create a data column that isn't part of a form, with Add data column, or to change a column's label. It has three tabs. Custom lists your active custom columns, with favorites first. Standard lists Shopify's customer properties. Archived lists the custom columns you've archived.

Imports and exports

When you export customers to CSV, you choose which data columns to include. When you import a CSV, you match its columns to data columns.

Manage your data columns

You can favorite your most important columns, and archive or delete the ones you no longer use.

Favorite a data column

Favorited columns show, with their values, in the Favorited data columns card on every customer's page. To favorite a column, click the star next to it in a form submission in the Forms card:

You can also click its star in the Other data columns card, or on the Custom tab of the data columns page.

Archive and delete data columns

To archive data columns you no longer use, select them on the Custom tab and click Archive data columns.

You can't archive a data column a form still uses. Remove its field from the form in the form builder, or delete the form, then archive the column.

To delete an archived column for good, use the Archived tab.

Deleting a data column also deletes its metafield definition in Shopify and every value saved in it.

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