If you would like to display custom data collected by Customer Fields on the customer's record in the Shopify admin, you can do so with the use of Shopify's new metafield definitions feature. By pinning the desired metafield in your Shopify store settings, you can easily display this data on the customer record.

📌 Note: to proceed, your app settings need to use Shopify admin-compatible enabled for metafield storage. See here for more details: Metafield definitions in Shopify

Step-by-step guide

Step 1

If you haven't already, add custom input fields to your form to collect custom data. When you create a field in your form, the app automatically creates a corresponding data column which is used to store the data in Shopify's metafields.

In this example, we are using a date field to collect the customer's birthday, and a single-line text field to collect the VAT.

Step 2

Go to the Shopify admin > Settings > Metafields > Customers.

Step 3

  • Find the customer metafields that are using the customer_fields namespace. Be careful to not confuse these with other metafields, such as the Shopify custom namespace.

  • Click the pin icon to pin the metafields.

This will "pin" the definitions to the customer's record in Shopify so that you can view the customer's custom metafield data in Shopify. If you are not seeing your Customer Fields metafields here, please contact our support team for assistance.

Step 4

View a customer record to ensure everything is working correctly. Please note that the customer record needs to have data on file for the metafields in order for data to show on the record.

Customer record with metafield values on file:

Customer record without metafield values on file:

Notes

  • If you're looking for general information on how Shopify handles metafield definitions, please see their help center: Adding metafield definitions

  • It is technically possible to create a metafield definition in Shopify to be used in Customer Fields, however it's important to keep in find that you need to use the customer_fields namespace in order to do so. You also need to use data types that are supported by Customer Fields. See here for more details: Metafield definitions in Shopify

Questions or concerns?

Please don't hesitate to reach out to our customer success team via chat or email and we'll be happy to assist!

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