shopify-admin-customer-timeline-export

Purpose

Produces a complete, chronological dossier for a single customer. Pulls the customer record (identity, marketing consent, lifetime totals, tags, notes, addresses) and every order they've placed (with line items, fulfillments, refunds, and returns) and emits one merged CSV plus a human-readable timeline. Used by support agents handling escalations, by data export requests, and as the source-of-truth dump before an account merge or deletion. Read-only — no mutations.

Prerequisites

• Authenticated Shopify CLI session: shopify store auth --store <domain> --scopes read_customers,read_orders
• API scopes: read_customers, read_orders

Parameters

Parameter	Type	Required	Default	Description
store	string	yes	—	Store domain (e.g., mystore.myshopify.com)
format	string	no	human	Output format: human or json
customer_id	string	yes	—	GID of the customer (e.g., gid://shopify/Customer/12345)
include_line_items	bool	no	true	Include per-line-item rows in the CSV (one row per line item)
include_refunds	bool	no	true	Include refunds and returns as separate rows in the timeline
max_orders	integer	no	250	Cap on orders fetched (most recent first); 0 = no cap

Safety

ℹ️ Read-only skill — no mutations are executed. Safe to run at any time. Output contains personally identifiable information — handle the resulting CSV with the same care as any customer export and delete it once the support case is closed.

Workflow Steps

1. OPERATION: customer — query Inputs: id: <customer_id>, select identity fields, lifetime aggregates, tags, note, marketing consent, addresses, createdAt Expected output: Customer header record; abort with a clear error if null

2. OPERATION: orders — query Inputs: query: "customer_id:<numeric_id>", first: 250, sortKey: CREATED_AT, reverse: true, select id, name, createdAt, processedAt, displayFinancialStatus, displayFulfillmentStatus, totalPriceSet, totalShippingPriceSet, totalDiscountsSet, lineItems(first: 50) { node { id title quantity sku discountedTotalSet variant { sku } } }, fulfillments { id status deliveredAt trackingInfo { number url } }, refunds { id createdAt totalRefundedSet refundLineItems(first: 50) { node { lineItem { id title } quantity subtotalSet } } }, pagination cursor (stop at max_orders if set) Expected output: Full chronological order list with embedded refunds and fulfillments

3. Build the merged timeline events: customer creation → each order → each refund/return per order. Sort all events by datetime ascending for the human-readable summary; the CSV is also sorted ascending.

GraphQL Operations

# customer:query — validated against api_version 2025-01
query CustomerHeaderForTimeline($id: ID!) {
  customer(id: $id) {
    id
    displayName
    firstName
    lastName
    defaultEmailAddress { emailAddress }
    phone
    note
    tags
    numberOfOrders
    amountSpent { amount currencyCode }
    emailMarketingConsent { marketingState marketingOptInLevel consentUpdatedAt }
    smsMarketingConsent { marketingState marketingOptInLevel consentUpdatedAt }
    addresses(first: 25) {
      id firstName lastName address1 address2 city provinceCode countryCodeV2 zip phone
    }
    defaultAddress { id }
    createdAt
    updatedAt
  }
}

# orders:query — validated against api_version 2025-01
query CustomerOrdersForTimeline($query: String!, $after: String) {
  orders(first: 250, after: $after, query: $query, sortKey: CREATED_AT, reverse: true) {
    edges {
      node {
        id
        name
        createdAt
        processedAt
        displayFinancialStatus
        displayFulfillmentStatus
        cancelledAt
        cancelReason
        totalPriceSet { shopMoney { amount currencyCode } }
        totalShippingPriceSet { shopMoney { amount currencyCode } }
        totalDiscountsSet { shopMoney { amount currencyCode } }
        lineItems(first: 50) {
          edges { node {
            id title quantity sku
            discountedTotalSet { shopMoney { amount currencyCode } }
            variant { id sku }
          } }
        }
        fulfillments {
          id status deliveredAt
          trackingInfo { number url company }
        }
        refunds {
          id
          createdAt
          totalRefundedSet { shopMoney { amount currencyCode } }
          refundLineItems(first: 50) {
            edges { node {
              quantity
              lineItem { id title }
              subtotalSet { shopMoney { amount currencyCode } }
            } }
          }
        }
      }
    }
    pageInfo { hasNextPage endCursor }
  }
}

Session Tracking

Claude MUST emit the following output at each stage. This is mandatory.

On start, emit:

╔══════════════════════════════════════════════╗
║  SKILL: Customer Timeline Export             ║
║  Store: <store domain>                       ║
║  Started: <YYYY-MM-DD HH:MM UTC>             ║
╚══════════════════════════════════════════════╝

After each step, emit:

[N/TOTAL] <QUERY|MUTATION>  <OperationName>
          → Params: <brief summary of key inputs>
          → Result: <count or outcome>

On completion, emit:

For format: human (default):

══════════════════════════════════════════════
CUSTOMER TIMELINE
  Customer:        <name> (<email>)  ID: <customer_id>
  Joined:          <createdAt>
  Lifetime spend:  $<amount> <currency>   Total orders: <n>   Refunds total: $<amount>
  Tags:            <list>
  Email consent:   <state> (since <date>)   SMS consent: <state> (since <date>)

  Recent timeline (most recent first):
    <date>  ORDER   <name>  $<amount>  <financial> / <fulfillment>
    <date>  REFUND  <id>    $<amount>
    <date>  RETURN  <id>    items: <n>
    ...
  Output: customer_timeline_<customer_id>_<date>.csv
══════════════════════════════════════════════

For format: json, emit:

{
  "skill": "customer-timeline-export",
  "store": "<domain>",
  "customer_id": "<gid>",
  "header": {
    "name": "<string>", "email": "<string>", "phone": "<string>",
    "joined": "<ISO8601>", "lifetime_spend": 0, "currency": "USD",
    "total_orders": 0, "tags": [],
    "email_consent": "<state>", "sms_consent": "<state>"
  },
  "totals": { "orders": 0, "refunds_count": 0, "refunds_amount": 0 },
  "output_file": "customer_timeline_<customer_id>_<date>.csv"
}

Output Format

CSV file customer_timeline_<customer_id>_<YYYY-MM-DD>.csv with columns: event_datetime, event_type, event_id, order_name, line_item_title, sku, quantity, amount, currency, financial_status, fulfillment_status, tracking_number, notes

Event types include: customer_created, order_placed, order_fulfilled, order_delivered, order_cancelled, refund_issued, return_initiated.

Error Handling

Error	Cause	Recovery
THROTTLED	API rate limit exceeded	Wait 2 seconds, retry up to 3 times
Customer not found	Wrong GID	Use order-lookup-and-summary to find a recent order, then read customer.id
0 orders	New account or guest-only	Emit header-only timeline
Order anonymized	GDPR data wipe	Skip line items; emit placeholder row
Pagination beyond max_orders	Cap reached	Stop, set truncated: true

Best Practices

• Run before any merge, deletion, or escalation — pre-state is unreconstructable once a merge commits.
• For high-volume customers set max_orders: 50; full lifetime is rarely needed for one support case.
• CSV is event-sorted so downstream pivoting works without reshaping.
• Pair with customer-merge: run on both winner and loser before merging for a permanent pre-merge record.