Operelio
ShopifySalesforce

How to import Shopify into Salesforce Leads

14 of the 15 columns in a Shopify export, mapped into 11 Salesforce Leads fields under Salesforce's own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your Shopify export first

Built on Shopify’s export columnsChecked against Salesforce’s import rulesUpdated October 3, 2026

One Shopify row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NamePriya
  • Last Name to Last NamePatel
  • Email to Emaillowercasedpriya.patel@kirkland.example.com
  • Phone to Phone+44 7700 900473
  • Company to CompanyKirkland Dental
  • Address1 to Street17 High Street
  • City to CityOxford
  • Province to State/ProvinceOxfordshire
  • Zip to Zip/Postal CodeOX1 4AH
  • Country to CountryUnited Kingdom
  • Note, Total Spent, Total Orders, Tags to Description1one line per entry- Note: Orders every month. - Total Spent: 1284.50 | Total Orders: 9 - Tags: wholesale, repeat
Not imported: Accepts Email Marketing. The template leaves it out; map any to a custom field in Operelio.

Where Shopify and Salesforce don’t line up

1

Four columns kept in Description

This template gives Note, Total Spent, Total Orders and Tags no Salesforce field of their own.

The template writes them into Description, one labeled line each; a line with an empty cell is left out.

ShopifyNote Orders every month.
Total Spent 1284.50
Total Orders 9
Salesforce- Note: Orders every month. …

Check your Shopify export before you import it

Looks for the 14 columns this template reads, and what Salesforce would skip.

Drop your Shopify CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Shopify to Salesforce in three steps

Step 1Export from Shopify
  1. From your Shopify admin, go to Customers and click Export.
  2. Choose the current page, all customers, selected customers or those matching your filters.
  3. Optionally include customer tags or metafields.
  4. Choose the CSV for spreadsheet programs, or Plain CSV file.
  5. Click Export customers.

Exports of more than 50 customers are emailed to you rather than downloaded.

Shopify: Importing and exporting customer lists
Step 2Paste into the template
  1. Paste the export at A1 of Paste Shopify export here.
  2. Start here checks all 14 columns were found.
  3. Save Salesforce Leads import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 11 headers as a CSV

Step 3Import into Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Leads.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does Shopify's export fill Last Name and Company, which Salesforce requires?

Last Name comes from Shopify's Last Name column; Company comes from Shopify's Company column. The checker above counts the rows with Last Name or Company blank.

Where do Note, Total Spent and the other columns go?

Into Description on each lead, labeled like "- Note: Orders every month.".

What happens to Accepts Email Marketing?

The template leaves it out. Salesforce records an opt-out in its Email Opt Out field, and a flag buried in Description would not stop anyone emailing the lead. Filter out rows where Accepts Email Marketing is 'no' before you import, or check Email Opt Out on those leads in Salesforce.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

Upload your Shopify export and download a file Salesforce can import. No credit card needed. The push into Salesforce is from Starter.

Use this template freeSee all templates