Getting Started

User Guide

A spreadsheet CRM for your Shopify store

Most of the time, when stores are looking for a CRM solution what they are really looking for is to have access to their customer data in a spreadsheet format. This is exactly what you can do with Mixtable.

Mixtable allows you to see all your store's customers in one worksheet, with the exact set of columns you need. To get started, create a Workbook and add a worksheet with your Shopify Customers. The worksheet will have a few of the most commonly used columns to get you started, and you'll see your customer data populating in the worksheet as soon as you add it. You are now free to customize it as you see fit - you can remove columns you don't need, and you can map blank columns to the customer fields you need.

Please keep in mind that if you have a lot of customers, it might take some time for all their data to load into your worksheet.

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