Export Customer Fields data to Google Sheets
Customer Fields by Helium lets Shopify merchants build custom registration forms with B2B fields, conditional logic, and customer data management. Add LeadToSheet to sync every registration to Google Sheets for reporting.
CMS: Shopify
Overview
Customer Fields by Helium is a Shopify app focused on custom customer registration forms. It supports additional registration fields, B2B application workflows, conditional form logic, and direct customer data management in the Shopify admin. LeadToSheet captures every registration submission and writes it to Google Sheets, giving operations teams a real-time feed of new signups with attribution data that Shopify's native customer list does not include.
Implementation checklist
- 1
Add the LeadToSheet SDK to theme.liquid
Navigate to Online Store > Themes > Edit code. Insert the script in theme.liquid before </body>. Customer Fields renders registration forms on the storefront where the SDK can detect them.
theme.liquid snippet
<script src="https://cdn.leadtosheet.com/sdk.min.js" data-client="YOUR_CLIENT_KEY"></script> - 2
Build a custom registration form with Helium
Configure your registration fields in the Customer Fields app settings. Add B2B-specific fields like company name, tax ID, and wholesale tier. Each field's name attribute becomes a column header in Google Sheets.
Tip: Use Helium's conditional logic to show wholesale fields only when the visitor selects a B2B account type. LeadToSheet captures whichever fields are visible at registration time.
- 3
Test a full registration flow
Create a test customer account through the storefront registration form. Verify the registration data appears in both Shopify's customer list and your connected Google Sheet with the additional custom fields.
Customization ideas
Build a B2B application review pipeline in Sheets
When wholesale customers register through Customer Fields, their application lands in Google Sheets. Add status columns (Pending, Approved, Rejected) and use Apps Script to send approval notifications or tag the customer in Shopify.
Track registration source attribution
Shopify's native customer list does not show UTM parameters or referrer data for registrations. LeadToSheet includes this attribution in every sheet row, so you can trace which campaigns drive B2B signups.
Sync custom field data to external systems
Customer Fields stores data in Shopify metafields, but exporting to external CRMs is manual. LeadToSheet's Google Sheet becomes a bridge: use Apps Script or Zapier to push registration data to Salesforce, HubSpot, or ERP systems.
Troubleshooting
Registration form not rendering on the accounts page
Customer Fields replaces Shopify's default registration form. If the custom form does not render, check that the Customer Fields app is enabled and that your theme's customer/register.liquid template includes the Helium form tag.
Conditional B2B fields missing from the sheet
Fields hidden by Helium's conditional logic at registration time are not submitted. Test with a B2B account type selection to ensure wholesale-specific columns appear. The sheet will show empty cells for registrations that did not trigger B2B fields.
Shopify customer created but sheet row missing
Shopify creates the customer account server-side, while LeadToSheet captures the browser submission event. If the visitor's browser blocks scripts, the account is created but the sheet row is skipped. Use the customer list in Shopify admin as a fallback audit.
Frequently asked questions
- Does LeadToSheet capture custom registration fields from Helium?
- Yes. Any field that Customer Fields renders on the registration form and includes in the submission payload is captured by LeadToSheet and written to Google Sheets as a column.
- Can I use the sheet to approve or reject B2B applications?
- Yes. Add a status column to your Google Sheet and use Apps Script to update Shopify customer tags via the Admin API when you change the status. This creates a lightweight approval workflow.
- Does LeadToSheet record which registration page the customer used?
- Yes. The full page URL is recorded with every submission. If you have multiple registration pages for different customer segments, the URL column distinguishes between them.