Had a question regarding auto-tagging of customers. Is there a way/app to automatically tag customers when they make accounts based on a CSV (or any other format)?
So if we have a CSV of about 1000 emails, and if a customer with “xyz@email.com” creates an account, is there a way to check if the email exists in the CSV list and then tag them appropriately?
Additionally, if we upload a new list, it’ll also check if any current users exist in that list and then tag them as well.
Just to clarify for anyone reading this later - AutoTag Pro doesn’t import CSVs directly. Typically merchants use Shopify’s native customer CSV import, and AutoTag Pro then backfills and maintains tags automatically on those customers based on rules.
Auto-Tagging Customers from CSV
Manual Import via Shopify Admin
Shopify lets you import customers using a CSV file.
You can include a Tags column in your CSV.
When uploaded, Shopify will automatically apply those tags to each customer.
Using Shopify Apps
Apps like Matrixify, Customer Fields, or Bulk Customer Edit allow advanced CSV imports and tagging.
This is a good option if you’re happy with a one-time import.
For anyone needing tags to stay in sync automatically over time (for example tagging customers created after the import, or re-applying logic later), that usually requires an automation approach rather than a manual CSV upload.
Just sharing in case anyone reading this has a slightly different use case.
Just use shopify flow and a JSON object type metafield and or metaobject on the shop resource.
There’s also apps like mechanic to just add CSV directly or fetch it from somewhere like google-sheets or the shopify files admin; I’ve built custom tasks like that though nothing off the shelf in the task librarly.
Though to DIY there’s invite based tasks in the apps library to use as a base https://tasks.mechanic.dev/?tags=Auto-Tag%2CCustomers & https://tasks.mechanic.dev/?q=invite%20custom.