Im about to import thousands of customers into Shopify from Magento and we have more data for each customer than Shopify has as default, for example we store VAT numbers for some customers.
I've been told these fields will be created as meta fields automatically when I import the customers via the transporter app however I want these fields to be there when someone clicks on create new customer. The last thing I want is for when one of my colleagues tries to create a new customer that they have to remember to create these extra meta fields each time as no doubt they will forget or not be able to figure out how to do it.
I was told Id need an app to create new default fields like this.
So my question is where to start?
I had a look at the customer API but it doesnt seem quite what Im after, it looks like I could add metafields to an individual customer or even all existing customers but I cant see anyway to make it show these fields as default fields for every new customer?
Im going to want to do this for products too as our products have many extra fields which we use for various things and I need these to be available as default when a new product is added.
This is my first look at Shopify so maybe Im missing something obvious
On Shopify, customers are created automatically when they create an order for the first time. What you want to do is creating them manually, but with some extra fields. Is that right?
Yes thats pretty much it. Our sales team often create new retail customers in the admin area of our current site and we require more fields than the default fields when creating a new customer manually.
Having thought about it more is the idea that I would create my own hosted app that the sales team would use to create the customers on which would take all the required details and completely replace the default create customer section on Shopify? Then my app would just create the customer with the new metafileds via the customer API?