CRM for Shopify in a Spreadsheet

Nowadays, CRM products are usually bulky, difficult to set up, and expensive. They are overbuilt with the latest bells and whistles, with most of these features being an overkill for Shopify store owners. For small-to-medium-sized businesses, the most effective CRM is one that comes in a spreadsheet format - easy to understand, easy to use, and easy to modify.

With Mixtable you can very quickly create such a spreadsheet CRM for your store, with all the relevant customer and order data. New customer and order data will flow automatically from Shopify to Mixtable, and you can update Shopify right from your workbook.

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.

Note: 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.

How to create your CRM worksheet?

1. Open Mixtable
2. Choose your Workbook
3. Add the Customers worksheet from the [+] button.
4. Select if you want to load all the data or if you want to add a filter to this sheet.
5. Save the new worksheet.

Mixtable will populate the Customers worksheet with the customer information you have in your Shopify store.

Customer data fields

• Shopify Store URL
• Accepts Marketing
• Accepted Marketing At
• Currency
• Created At
• Email
• First Name
• Shopify ID
• Last Name
• Last Order ID
• Last Order Name
• Marketing Opt-in Level
• Multipass Identifier
• Note
• Number Of Orders Placed
• Phone
• SMS Marketing Consent
• Customer Status
• Tags
• Total Amount Spent
• Updated At
• Verified Email
• Default Address - Line 1
• Default Address - Line 2
• Default Address - City
• Default Address - Company
• Default Address - Country
• Default Address - Country Code
• Default Address - First Name
• Default Address - Last Name
• Default Address - Name
• Default Address - Province / State
• Default Address - Province Code
• Default Address - Postal Code / Zip Code

Using the filter, search, and sorting options

Keeping track and managing customer information can be a time-consuming task; however, when you have a worksheet created for your Shopify customers’ information, you can easily find specific information about your customers by using Mixtable functions such as filtering, searching, and sorting data.

Filter Shopify customer data

In Mixtable you can turn on filtering by clicking the button in the toolbar at the top of the screen.

• Once filtering is activated, you’ll see downward-pointing ▼ buttons in the cells of the first row.
• Clicking on these ▼ buttons will reveal a drop-down menu for each column. Now, you can configure your filter settings.

You’ll find various text filters available, similar to those in Excel. You can set filters to display rows where the column contains a specific word, exactly matches a word, does not contain a word, and so on. Using this approach, you can filter customer emails, orders, tags, and more based on your requirements.

Sort Shopify customer data

The Customers worksheet can be sorted in either ascending or descending order to display the most valuable information to you.

• With this feature, you can arrange your customers in descending order to prioritize your best customers at the top of the worksheet.
• Alternatively, you can sort the sheet in ascending order to have customers with the fewest orders appear at the top.

To sort your sheet according to your preferences, go to the Worksheet menu at the top of the Mixtable interface and select Sort Worksheet.

• In the window that appears, you’ll be able to choose the column you want to sort by and the direction of the sort.
• After opening the Sort Worksheet window, select the column you wish to sort by using the drop-down menu. You’ll see a list of all the columns in the worksheet containing data, along with the value of the first cell in each column.
• Once you’ve chosen the column to sort, indicate whether you want to sort it in Ascending or Descending order.
• Then, click the Begin Sort button.

Mixtable will handle the sorting process in the background. Once the sorting is complete, you’ll be prompted to reload the workbook to view the updated data.

Search for customer information

You can utilize our Find in sheet feature to pinpoint cells containing a particular value in your worksheets.

• To activate this feature, simply use the Ctrl+F shortcut (Command+F on a Mac). This will open the worksheet search bar located in the top right corner.
• Once opened, type in the specific information you’re seeking. Mixtable will start searching through the worksheet once you stop typing.
• Once the search is complete, if there are any cells matching your criteria, you can navigate through them using the up and down arrow buttons (↑↓) in the search bar. Click these buttons to cycle through all the cells that match your search.

Usе colours to highlight information

Keeping your Shopify customers’ information organized is a crucial task that can sometimes be confusing. Using the cell colouring function in Mixtable can help you with having a more organized spreadsheet with all of the customers’ contact details, orders, and more. Recognizing and analyzing visual cues occurs at a significantly swifter pace compared to text or numerical data processing. Employing colours within spreadsheets not only aids navigation but also enhances understanding.

• To colour any chosen cell you need to navigate to it and then select it.
• After that, go to the drop-down button in the functions bar at the top and choose the colour you wish.
• To remove the colour from the cell you just need to change it to white again.

Create a conditional worksheet for a CRM

If you don’t want all your Shopify data to be loaded in a worksheet, e.g., if you wish to only load customers from a specific segment, you can set up a conditional worksheet, and Mixtable will only load data that matches the criteria you’ve set out. Find more about how to use conditional worksheets here.

You're ready!

Mixtable is an online spreadsheet designed to sync data with Shopify. It looks, feels, and behaves like Excel (including formulas), but runs in your browser. With Mixtable you can:

• Bulk add products to collections, edit metafields, add or remove tags;
• Change product prices, including international prices, and review price history;
• Manage customers with a spreadsheet CRM for Shopify;
• Use Excel features like sort ascending or descending, find-replace, filter, and more.

Best of all, you can sync changes back to Shopify with a single click. Find out more about the Mixtable suite of products here.