Contacts Pro

Contacts Pro is a customer data management app for Shopify stores. It allows you to organize, segment, and manage your customer contacts separately from Shopify's native customer system. You can add custom notes, tags, marketing preferences, and sync data with Shopify when needed.

To add a new contact:

• Go to the Contacts page in the app
• Click the "Add Contact" button
• Fill in the required fields (First Name, Last Name, Phone)
• Optionally add email, tags, notes, and address information
• Click "Save" to create the contact

Contacts Pro supports Shopify's CSV format for importing contacts:

• Go to the Contacts page and click "Import"
• Download the template file to see the required format
• Prepare your CSV with columns: First Name, Last Name, Email, Phone, Company, Address, Tags, etc.
• Upload your CSV file and click "Import"
• For large files, import runs in the background

The CSV format is compatible with Shopify's customer export, so you can easily import existing customer data.

To export your contacts as a CSV file:

• Go to the Contacts page
• Use the search/filter if you want to export specific contacts
• Click the "Export" button
• A CSV file will be downloaded with all contact data

The exported file includes all contact fields and can be opened in Excel or Google Sheets.

Yes, Contacts Pro can sync with Shopify's customer system. When adding or editing a contact, you can enable the "Sync to Shopify" option. This will create or update the corresponding customer record in Shopify.

Note: Contacts with sync enabled require a valid email address, as Shopify uses email as the unique identifier for customers.

The import CSV should include these columns:

• First Name - Required
• Last Name - Required
• Email - Required
• Phone - With country code (e.g., +1234567890)
• Company - Optional
• Address1, City, Province Code, Country Code, Zip - For address
• Tags - Comma-separated (e.g., "vip, wholesale")
• Accepts Email Marketing - yes/no
• Accepts SMS Marketing - yes/no

Download the template from the Import page for the exact format.

Each contact can have multiple addresses. To manage addresses:

• Open the contact detail page
• Scroll to the Addresses section
• Click "Add Address" to add a new one
• You can set one address as the default
• Address fields include: Company, Street, City, Province, Country, and ZIP code

Use the search bar on the Contacts page to quickly find contacts. You can search by:

• First name or last name
• Email address
• Phone number
• Tags
• Notes content

The search results update as you type.