Add Customer Metafields to Shopify Order Notes
Enhance order fulfillment by consolidating key customer information in the Shopify order notes. This MESA workflow template checks for customer metafield values when an order is created and automatically adds these details to the order notes, making it easier for your team to access relevant information during processing. Improve accuracy and streamline fulfillment with essential customer data readily available.
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How it works
3 steps to start adding customer metafield data to your order notes
Order Created
Order Created
Get List of Metafields
Get List of Metafields
Update Order Notes
Update Order Notes
Ready to start adding customer metafield data to your order notes
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Frequently asked questions
Which customer metafields will appear in my order notes?
All customer metafields will be added to the order notes. The workflow retrieves every custom metafield associated with the customer and formats them with readable labels. If you want to limit which metafields appear, you'll need to add a filter condition to the workflow.
Will this overwrite my existing order notes?
No, the workflow appends the metafield data to existing order notes rather than replacing them. Any notes that were already on the order (either added manually or by other apps) will remain intact, with the customer metafields added at the end.
What happens if a customer doesn't have any metafields?
If the customer has no custom metafields, the workflow will still run but won't add any additional information to the order notes. The order notes will remain unchanged, and no errors will occur - the workflow simply has nothing to append.
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