Contacts Pro

Contacts Pro is a comprehensive customer data management app for Shopify stores. It allows you to organize, segment, and manage your customer contacts with features including store credit, login tracking and analytics, custom fields (birthdate, gender, job title, tax ID), bulk operations, CSV import/export, and marketing consent management. You can browse Shopify customers directly, add custom notes, tags, marketing preferences, and keep everything in sync with Shopify in real time.

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.

To browse Shopify customers directly in Contacts Pro:

• Go to Settings and enable "Display Shopify Customers"
• Shopify customers will appear in your contacts list with a Shopify indicator
• Click on any Shopify customer to view and edit their details
• Changes you make (name, email, tags, marketing consent) are pushed back to Shopify automatically
• Already-synced contacts are not duplicated in the list

Bulk operations let you perform actions on multiple contacts at once:

• Bulk Delete: Select multiple contacts and delete them. Large batches run in the background with a progress bar.
• Bulk Tag Add: Add one or more tags to all selected contacts at once.
• Bulk Tag Remove: Remove tags from all selected contacts.
• Long-running operations can be cancelled mid-way, and you can track them on the Bulk Operations page.

Store credit allows you to manage customer balances for Shopify-synced contacts:

• Add credit: Enter an amount, select a currency, and optionally set an expiration date.
• Deduct credit: Reduce the balance (cannot go below zero).
• Notifications: Toggle customer notification emails when credit is added.
• Transaction history: View a full log of all credit additions and deductions with timestamps.
• Expired credits are tracked and indicated in the transaction history.

Contacts Pro tracks when customers log in to your storefront:

• Each login event is recorded with a timestamp.
• The app tracks total login count, first login date, and most recent login date per customer.
• Login data is displayed on the customer detail page.
• An analytics dashboard shows login trends, charts, and totals with date range filtering.
• Use this data to identify your most engaged customers.

Custom fields let you store additional information on your customers:

• Birthdate: Store customer date of birth.
• Gender: Track customer gender preference.
• Job Title: Record professional information.
• Tax ID: Store tax identification numbers.
• Fields are set up automatically the first time you use them — no configuration needed.
• Custom field values are visible in Shopify Admin and included in CSV exports.

Contacts Pro lets you browse through all your Shopify customers without limits:

• There is no 1,000 customer cap — you can browse your entire customer list.
• Navigate forward and backward through pages seamlessly.
• Page position resets automatically when you change your search or filter.

Marketing consent controls whether a customer receives marketing communications:

• Email Marketing: Toggle on or off per contact. Synced to Shopify for synced contacts.
• SMS Marketing: Toggle on or off per contact. Synced to Shopify for synced contacts.
• Consent changes made in Shopify Admin are synced back to Contacts Pro automatically.
• Marketing preferences are included in CSV imports and exports.

Contacts Pro keeps your data in sync with Shopify automatically:

• Customer Update: When you change a name, email, or phone in Shopify Admin, the change appears in the app instantly.
• Customer Delete: Deleted customers are flagged in the app.
• Tag Changes: Tags added or removed in Shopify Admin appear in the app right away.
• Marketing Consent: Email and SMS consent changes sync in real time.
• Sync is set up automatically when you install the app — no configuration needed.

You can manage tax exemption status for contacts:

• Toggle the "Tax Exempt" option on the contact create or edit form.
• For Shopify-synced contacts, the tax exempt status is pushed to Shopify.
• Changes made in Shopify Admin are synced back automatically.

Contacts Pro is fully GDPR-compliant:

• Customer Data Request: When a customer requests their data, all stored information is provided.
• Customer Data Erasure: Permanently deletes all customer data, including store credits and activity logs.
• Shop Data Erasure: Removes all data associated with your shop if you uninstall the app or submit a GDPR request.

The activity log records all actions performed in the app:

• Contact created, updated, and deleted events with timestamps.
• Import, export, and bulk operation entries with status badges and item counts.
• Paginated list for browsing long histories.
• Click "View Details" on bulk operation entries to see full progress information.

The dashboard gives you a quick overview of your contact data:

• Overview Cards: Total contacts count with a breakdown of App Database vs. Shopify customers.
• Tag Cloud: Your top 10 tags — click any tag to filter the contacts list.
• Latest Contacts: The 5 most recently added contacts.
• Recent Activities: The latest 5 activity log entries.
• Pro Tips: Daily rotating tips to help you get more out of the app.

The Settings page lets you customize how Contacts Pro works:

• Display Shopify Customers: Toggle to show or hide Shopify customers in your contact list.
• Contacts Per Page: Choose how many contacts to display per page (25, 50, or 100).
• Danger Zone: Delete all app contacts or all Shopify customers. Large deletions run in the background with a progress tracker.

When you install Contacts Pro, everything is set up automatically:

• Authorization: You grant the app permission to access your Shopify store data.
• Automatic Setup: Sync and custom fields are configured in the background so you can start using the app right away.
• Welcome Flow: A welcome page is displayed with setup guidance for first-time installs.
• Notifications: You receive a welcome email confirming the installation.

Yes, Contacts Pro supports multi-store usage:

• Each store's data is completely separate — one store cannot see another store's contacts or settings.
• Heavy operations on one store do not slow down another store.
• Install the app on each Shopify store separately; each gets its own independent data space.