Customers

What it is

Customer and contact records with a lifecycle status. One row per customer, synced from your shop system (Shopify in the standard setup — external_id is the Shopify Customer gid). Carries contact data (email, phone, name parts, billing name/phone) plus activity timestamps (first_seen_at, last_activity_at). Orders reference customers via customer_external_id; the retention view Customer Reorder Due is computed from the two together.

How it gets data

Ingest-enabled — external systems push rows through the Ingest API:

POST /api/ingest/customers
Authorization: Bearer pk_...
Content-Type: application/json

One JSON record per request; unknown fields are dropped.
Idempotent upsert on (tenant_id, external_id).
If name is missing, it is derived automatically from first_name / last_name (falling back to the billing name parts).
tenant_id / workspace_id come from the API key context, never from the body.
A ready-made Make.com flow template is downloadable in Settings → Data Sources.

Minimal example payload:

{
  "external_id": "gid://shopify/Customer/111222333",
  "email": "anna@example.com",
  "first_name": "Anna",
  "last_name": "Muster",
  "phone": "+49 170 1234567",
  "status": "active",
  "shop_source": "my-shop"
}

Fields

Field	Label	Type	Writable	Description
`external_id`	External ID	text	ingest	Source customer id (Shopify Customer gid) — the upsert key. Required
`name`	Name	text	ingest	Display name. Derived automatically from the name parts when not sent
`email`	Email	email	ingest	Customer email — also the identity the reorder analytics group purchases by
`phone`	Phone	text	ingest	Customer phone number
`status`	Status	status	ingest	Lifecycle status of the customer (e.g. active) as delivered by the source
`last_activity_at`	Last Activity	datetime	ingest	Most recent recorded customer activity — freshness signal for retention work
`first_seen_at`	First Seen	datetime	ingest	When the customer first appeared (first order or first sync)
`first_name`	First Name	text	ingest	Customer first name
`last_name`	Last Name	text	ingest	Customer last name
`billing_first_name`	Billing First	text	ingest	First name from the billing address — name fallback when the profile has none
`billing_last_name`	Billing Last	text	ingest	Last name from the billing address
`billing_phone`	Billing Phone	text	ingest	Phone from the billing address — contact fallback
`shop_source`	Shop Source	text	ingest	Which Shopify store / shop this customer originated from — per-store drill-down when several shops feed one workspace
`legacy_resource_id`	Legacy ID	text	ingest	Shopify numeric customer id (`legacyResourceId`); `external_id` holds the gid, which is the upsert key
`segments`	—	json	API only	Customer segments/lists from the source system. Not shown in the app’s table, but accepted on ingest and returned by queries
`metadata`	—	json	API only	Raw source fields that don’t map to a column — kept so nothing from the source payload is lost

“ingest” = populated through the ingest endpoint; read-only in the app and over MCP row writes. “API only” = real database column that is not registered as a visible app column.

Like every workspace table, customers also carry the system columns id, tenant_id, workspace_id, created_at, and updated_at — set automatically, never sent by integrations.

Query it

{
  "method": "tools/call",
  "params": {
    "name": "data_query",
    "arguments": {
      "view_slug": "customers",
      "search": "anna",
      "select_fields": ["name", "email", "status", "last_activity_at"],
      "limit": 25
    }
  }
}

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What it is

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​What it is

​How it gets data

​Fields

​Query it

What it is

How it gets data

Fields

Query it