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Create Customer Metafields

This page explains how to create customer metafields to use with AL CustomerMetaSync.

Create customer metafields in Shopify​

STEP 1: Click Add metafield definition to create a new metafield definition.

Get started button

You can also open the same screen from your Shopify admin by navigating to
Settings > Metafields and metaobjects > Customers.

If you click Create standard birthday metafield, you can add the predefined birthday metafield definition provided by Shopify.

The image below shows a list of created customer metafields.

Customer metafield settings

AL CustomerMetaSync requires selecting the metafield type according to the input format used in the form.

Single line text (Text input)​

Use this when you want to store a single text value.

When creating the metafield, set the Type to One value, and choose an appropriate field such as Single line text, integer, decimal, date, or date & time depending on the data you want to collect.

Feedback form example
Birthday form example

Single select (Dropdown)​

Use this when customers should select only one option from multiple choices.

When creating the metafield, set the Type to One value and select Choice list (Single line text).

If you want to restrict selectable options, configure the values under Validation, so only predefined options may be selected.

Example: Male, Female, Non-binary

Gender dropdown example

Multi select (Multiple choice dropdown)​

Use this when customers may select multiple applicable options.

When creating the metafield, set the Type to List of values and select Choice list (Single line text).

Multi-select requires a list of values. (A single value cannot be used.)

If you want to restrict selectable options, configure the values under Validation.

Example: Facebook, Instagram, X(Twitter), Pinterest, TikTok

Multi-select form example

Toggle switch​

Use this with Boolean metafields that store values as true / false.

Toggle switch example

You have now completed creating the metafields used by AL CustomerMetaSync.
In the next step, you will connect each form input to its corresponding metafield.

⚠️ In Shopify metafields, the “Customer account API access” setting includes No access, Read access, and Read and write access.
Newly created metafields default to No access. Be sure to change this to Read and write access, or Read access if the field is for display only.