Needing Custom Metafields for customers

Shopify Partner
2 0 0

Our store is wanting to add customer numbers and account managers attached to each customer's information/profile. After doing some research, I think the best way to do this would be to add some custom metafields in the bulk editing feature. (We are wanting this information to show up under the customer's profile on order pages, printed orders, and draft pages.. but we gotta start somewhere!)

I've discovered that Bulk Editing is now available on Shopify.

Custom Bulk Editing is possible. There are metafield apps to help create and manage these. There is an API page on creating these metafields. Metafields2 is the only app that mentions you can create custom metafields for customers.

I've tried the Metafields2 app for customers.. but nothing seemed to work or show up under the bulk editing for customers.. nothing.

The API page I couldn't find anything specifically on customers, so I shared it with a Shopify expert I know. He did some testing.. but nothing. He tried to use the Custom Fields app, but it said "no custom fields found" under the customer's profile". This article for Metafields2 didn't work either. 

Anyone have anymore suggestions on how to tackle this customization? 

0 Likes
Shopify Partner
1346 22 208

The Customer Object is the ony object I've seen so far in Shopify that have a metafield propriety/method. The metafield takes same key value as custom metafields. See https://docs.shopify.com/api/customer look for metafield under Customer Properties.

You can do a test, get a customer and try to add directly a metafield trough that property. Retrive it and see if it sticks.

Using this you may be able to creat your own bulk edit app.

Please let me know if this works.

https://sections.design tips, tricks & Shopify sections
0 Likes
Shopify Expert
9807 92 1561

He tried to use the Custom Fields app, but it said "no custom fields found" under the customer's profile"

FYI, The Custom Field extension needs some setup before it will show metafields on the customer page (or any page for that matter). It does work.

★ Winning Partner of the Build a Business competition. ★ http://freakdesign.com.au
0 Likes
Shopify Partner
1346 22 208

Jason, is the metafield propriety form Customer object same as the regular ones, the ones used by Custom Field extension?

https://sections.design tips, tricks & Shopify sections
0 Likes
Shopify Expert
9807 92 1561

Yep. Metafields are the same for all Resources, so Customer included. Doesn't matter what tool or app you use as it's all the same process of saving metafields via the API.

★ Winning Partner of the Build a Business competition. ★ http://freakdesign.com.au
0 Likes
Shopify Partner
1346 22 208

Good to know. Thanks Jason.

https://sections.design tips, tricks & Shopify sections
0 Likes
Shopify Partner
43 0 0

Hi @Kayla_Sanders 

 

Another neat way to manage your metafields is to do it via Airtable. Take a look at how to bulk edit Shopify metafields this way.

0 Likes