User Guide
- Maksym Budilovskyi
- Viktoriia Yevhrafova
- Liliia Ostrovska
Before you start
To be able to export data from your Shopify store, you should have the relevant Shopify account permissions.
Check Shopify Help Center for more information.
Learn about how our customers use Exportier - Data Export to improve their business performance here.
The table of contents
Create Shopify data export
Step 1. To export the data, you need to create a new report based on your criteria. To do this, click on New Report button on the Reports page.
Step 2. Follow the steps below to configure the report based on your parameters.
Select data type for the default tab. There are such types available:
Products
Customers
Orders
Inventory Items
Product Variants
Draft Orders
Tender Transactions
Bank Accounts
Disputes
Payouts
Collections
Add one or more filters if needed in the Filters subsection in the FILTERS section.
You can edit filters if it’s required.
For example, you applied a filter with the Created At option. In a while, you want to change the date of the filter and generate a report with new data. You can easily modify your filter using the Edit icon opposite the appropriate filter.
You can arrange columns in the preferable order using this instruction.
Choose the fields you’d like to export by marking the relevant checkboxes next to the field you’d like to export in the FIELDS section.
You can find a full list of available Shopify fields for export to CSV or Excel here.
5. Optionally, change the order of the columns by dragging them in the COLUMNS section. You can also rename columns.
6. Optionally, you can add a custom column that computes a value based on other columns.
7. Enter report name in the Name field.
8. Optionally, add a report description in the Description field.
9. Set up export file settings:
a) Choose a file format: Excel or CSV;
b) Configure other export file settings.
10. Click Save button to confirm and save the configured report or Discard button to reset parameters to default values.
You can include multiple sheets in your report with the “Add tab“ button.
Run Shopify data export
After you’ve successfully created a Report, navigate to the Reports page. Here you can see your newly created report in “Not ready” status.
To generate an export file click on the Run button. The status will be changed to “Pending” and then to “In progress”.
Download Shopify CSV/Excel export file
When the export process is completed status will change to “Ready” and you will be able to download the file with all the data you’ve configured in the previous step.
To download last prepared export, click on the Download action.
Alternatively, you can download an export file by clicking on Export history action and select item from the popover. Export history menu contains links to your current and previously generated exports.
See examples how to export Shopify products or to run Shopify export collections.
Email notification
If you’d like to get notified when the data preparation is ready, you can enable Email notification.
Step 1. Go to the Email notification section on the right side of the Export screen.
Click the Edit button and switch the notification checkmark to the desired position.
Step 2. Add another address or change the default address. You can add several addresses separated by coma. Click Apply to save changes, or Cancel to discard them.
Scheduled Shopify data export
In case you need to schedule periodical data export of any of your reports, you can configure the scheduler.
Step 1. In the Report tab, find the Export scheduler section.
Step 2. Choose the needed recurrent period and start time. In the Export scheduler section select one of the possible options:
Disabled - Export will not be scheduled for this report
Monthly - You can choose between Start of month and End of month options. It corresponds to the first or the last day of the month respectively
Weekly - Export will be created every week on the selected day
Every day - Export will be created on a daily basis.
Step 3. Click Save button to apply changes.
Using report templates to export data from Shopify
If you don’t want to create your reports from scratch, use Templates. Reports templates designed for export include the best e-commerce practice for data analytics and are based on the most widely used export requests.
Step 1. To create a new report from the template, click on the Create from template button or navigate to Reports templates page using the link on the start page.
Step 2. You will be redirected to Templates page.
To create a new report from template just select the appropriate template and click Create report button on it.
Step 3. Then you will be redirected to Report form with predefined configuration which you can customize according to your needs.
Google Drive support
You can store your reports in the application or download them in the appropriate format.
If you wish to have convenient access to the exported data anywhere, we advise to store them on your Google Drive. You can set this integration directly from Exportier - Data Export.
In the Storage section, select Edit.
Select Configure connection (Google Drive).
Select Connect to Google Drive.
Select your Google account, and then select Allow.
FTP storage support
With Exportier - Data Export you can set FTP integration and upload reports to the FTP server.
In the Storage section, select Edit.
Select Configure connection (FTP Server).
Select Configure FTP connection.
Enter all required information, and then select Apply.