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Understanding the Excelify Shopify Smart / Automated Collections template

Smart / Automated collection template headers & fields explained

Also known as Shopify Automated Collections. Those are the Collections, where you attach tts by defining Rules.

See what each field/column from our “Smart Collections” template means including possible allowed values and examples.

Fields marked with “Exported only” tag cannot be imported/set in Shopify and but can be exported with Excelify export.

Excel Sheet Name

Smart Collections

​To tell the app that you are importing Smart Collections you need:

  • If using CSV file then the file name needs to contain the word “Smart Collections”, for example, “my-shopify-smart-collections.csv”
  • If using XLSX file then the sheet/tab name in the file needs to be “Smart Collections”. The file name for the XLSX file does not matter.

Smart / Automated Collections Columns Available for Export & Import

Basic Columns

Column Description / Example Value
ID ID is automatically generated number by Shopify to identify the item.
It is filled in by an Export.
When creating new Smart Collection, leave this value empty.Number

22920047631
Handle This is what your store visitors will see in the Collection URL address like this:

https://mystore.com/collections/cool-looking-tshirts

URL address has a great impact on SEO, so be sure to give it a meaningful name.
Regardless, what you write here, the app will convert it to lowercase, and remove all non-URL friendly symbols.
You can leave it empty when creating new Collections – in that case, the app will generate it for you from Title.

If the handle will have non-Latin characters like Chinese, Arabic or Russian, or any other language, it will get “transliterated” to the similar-sounding Latin letters by default. You can switch this option off in Options upon importing by unchecking “Transliterate Handles to English alphabet”.

Whatever you will put in the Handle column, the app will convert it to the required Handle format, which is acceptable by Shopify.

When updating Handle the app by default will also create a Redirect from old Handle to the new one. You can turn this off in the Import options with importing a file.

In Shopify, all Handles have a limitation of 255 characters, so any Handle longer than that will be truncated to 255 characters.

Any characters allowed in a URL

cool-looking-tshirts
Command When importing Smart Collection row – tell the app, what to do with it:

  • NEW: will try to create a new Smart Collection with the provided details. If such Smart Collection will already exist (with the same ID or same Handle), then the result will be Failed.
  • UPDATE: will try to find existing Smart Collection, and update it with data from the row. If such Smart Collection will not be found, then it will create new.
  • REPLACE: at first, if such Smart Collection with provided ID or Handle exists, then the app will delete it. After that, it will create a new one. If an existing Smart Collection will not be found, then still the app will create a new one. The difference from UPDATE is that it will not keep any of columns, which were not included in the import file since the Smart Collection will be deleted and re-created.
  • DELETE: the app will delete the existing Smart Collection, which is found by ID or Handle. If such Smart Collection will not be found, then the result will be Failed. This DELETE command is very handy for deleting Smart Collections in bulk.

If no Command is specified, then the app will assume the UPDATE command.

NEW
UPDATE
REPLACE
DELETE

UPDATE
Title Title of the Collection

Text

Cool Looking T-shirts
Body HTML This is a long description of the Collection.

You can write here just a plain text or format that text using HTML code.

You can put here additional images, videos, links to other Collections, Products or sites, tables, and so on.

You can learn about HTML capabilities online, for example, W3Schools.com or use some online video courses, like from Treehouse.com or Udemy.com.

The best way to create HTML Description is to write a Description in the Shopify Admin for one Collection, format it as you like, and then do the export. Then you will see how that translates to HTML and will be able to apply the same to other Collections.

The app is also doing some helping with the descriptions automatically to make it easier to use and fix popular issues:

  • Converting text to UTF-8 encoding.
  • Automatically removing invalid characters like “_x000D_” , “” , and such (ask Excelify Support if there are any other characters invalid that need to be removed).
  • Converting plain text to HTML if this is not an HTML already – so that you have proper newlines and basic formatting.
  • Optionally removing images from HTML (if checkbox enabled in Import Options).

Text, HTML

Those all are nice T-shirts, and this is their <b>description</b>.
Sort Order This defines, how the Products will be sorted inside that Smart Collection.

Essentially, this is the same as a drop-down choice you have in the Admin, when you edit the Smart Collection.

Alphabet
Alphabet Descending
Best Selling
Created
Created Descending
Manual
Price
Price Descending

Best Selling
Template Suffix Template Suffix allows you to specify another Template from your Theme for this specific Collection. For example, you might want to specify different template for a Women T-shirts collection, which has different page layout.

Work with your developer to create new Template or read Shopify documentation about adding additional templates for Collections. Once new Template is created, you can set in this column to activate it for needed Collections.

That different template will show as dropdown for Collections in Shopify Admin, when new Collection Template will be created in your Theme. For example, if the new Template file name is “collection.women.liquid”, then – to activate this Template for this Collection, write “women” as the Template Suffix.

Text

women
Updated At This column will only be exported.

It will be automatically updated, whenever you change the Collection data.

Date & Time

2017-10-06 23:03:00 UTC
Published Tells, whether this Collection should be Published on your “Online Store” Sales Channel. If you will set it to FALSE, it will be hidden from Online Store, and clients will not be able to find it.

If you will leave this cell empty, then it will hide that Collection form Online Store.

If Collection is not Published, you can publish it from Shopify Admin by finding this Collection, or importing the update of this column, marking Published to TRUE.

If you will write anything else in this column, the Collection will not get imported, and you will get an error “Bad Request” in Import Results row for this item, just to be safe it was intentional.

TRUE
FALSE

TRUE 
Published At This column can be only exported.

It will be automatically updated, whenever you publish the Smart Collection to Online Store channel.

You cannot set specific publication date.

Date & Time

2017-10-06 23:03:00 UTC
Published Scope This column can be only exported.

Tells where the Collection is published

  • global: is published on both the Online Store channel and the Point of Sale channel.
  • web: is published only in Online Store channel

global
web

global
Products Count This column can be only exported.

Number of Products in the Collection.

Number

5
Row # Will have row number from 1 till the end for each row. So that if you change the sorting in your exported file to easier update your data, you can sort it back by “Row #” and return it to the original sorting. Because, you know, all the item data should be together – and if you change the sorting, you need to sort it back.

Only exported.

Top Row It will have value “TRUE” for each “top row” of the item. That can help you filter in Excel to get only the base rows, in case you need to get rid of repeated rows for each item. Some sheets already had this as Primary Row column earlier, but we have added it now to all the sheets now and renamed to Top Row so it’s more clear.

Only exported.

Image Src Link to the image. This link must be publicly available.

A collection can have only one image.

Once an image is imported, it doesn’t need to be hosted anymore with this link, because Shopify will download this image and store on their own servers.

If you don’t need to update image for Collection, just remove this column from Import file, and it will leave image unchanged when you do your import.

URL

https://images.com/image.jpg
Image Width The width of the image, in pixels.

Exported only.

1062
Image Height The height of the image, in pixels.

Exported only.

527
Image Alt Text Alt Text for the Collection image. Great for SEO, because then search engines will know, what is inside the image.

Text

Some descriptive name of the image
Must Match Here you define, how Rules will be applied to Smart Collection – by entering one of those possible values:

  • all conditions: Product is added to Collection, if all Rules are TRUE
  • any condition: Product is added to Collection, if at least one Rule is TRUE

Essentially, it’s the same as in Shopify Admin, when you manually edit the Smart Collection.

all conditions
any condition

any condition

 

Rules

Each Smart Collection has set of rules, that defines what products go into the automated collection.

Those rules are actually the same, as you can enter in Shopify Admin for collection. The best way to understand how to fill those in, is to enter one through Shopify Admin, and then do the Export. Then in the Excel you will see, what is what, and will be able to repeat that same principle when creating many collections to import in bulk.

For example, to include only Products, which are in stock, Rule will be:

Variant Inventory | Greater Than | 0
Column Description / Example Value
Rule: Product Column Here you define, which Product Column should be the rule applied for.

Those are the same options, which are available in Shopify Admin, when you create the Smart Collection Rule.

Title
Type
Vendor
Variant Title
Variant Compare At Price
Variant Weight
Variant Inventory
Variant Price
Tag

Variant Inventory
Rule: Relation Here you define, what relation should be applied for that product column and the condition.

Those are the same options, which are available in Shopify Admin, when you create the Smart Collection Rule.

There are some limitations and interesting combinations as to which Rule relations can be applied to which columns, and what results you can achieve. Read more about Automated collections.

For Rule “Tag” use the “Equals” relation.

Greater Than
Less Than
Equals
Not Equals
Starts With
Ends With
Contains
Not Contains

Greater Than
Rule: Condition Here you write the condition value you want to set.

Text

0

Linked Products

Each Smart Collection can have products that are automatically added to that collection – by the rules (conditions).

You can use this data to see which Products are actually in which collections, and you can import those to change the product position in the Smart Collection.

Column Description / Example Value
Product: ID The Product ID from the Shopify. It is used to identify the Product which exists inside the Smart Collection.

Number

23847628343423
Product: Handle The Handle of the Product. It functions as an alternative way to identify the product if it cannot be found by Product ID. Especially useful when sorting products among different shops where you don’t know the ID of the product.

Text

t-shirt-red
Product: Position The position of the product in that collection. If you have any values with empty value here, then those will keep their order as they appear in the import file.

The position value will be shown only when “Sort Order” is set to “Manual”.

Number

5

Metafields

Read the description on the Metafields page.

SEO Fields

SEO fields are actually Metafields with the following names:

  • SEO Title Metafield name is “Metafield: title_tag”
  • SEO Description Metafield name is “Metafield: description_tag”

 

Good To Know

  • To import several rules for each Smart Collection, just repeat the row with at least the same ID, Handle or Title (whichever comes first), and set the Rule values. You don’t have to delete contents of base rows – that makes copying easier.
  • To not update some columns, remove those columns from the Excel file. Then the Import will not touch them.
  • If you will have the Column with an empty value, then this column will be changed to empty.
  • You can have an unlimited count of Metafields.