Get Excelify now
Get Excelify now

How it Works

Read this page carefully and you will have strong foundation knowledge on how to get the most out of the Excelify app.

  • Export
  • Edit Data
  • Import
  • Review Results File
  • Repeat

Export

Excelify App - New Export to select data from Shopify

Mark with checkboxes, what data to export. In the “Include data” you can include additional data of each kind of item.

Export only the data you need, because that impacts the duration of how long the export will take. Export becomes significantly longer if you include Metafields.

Choose the format in which to export.
If your store is very large, choose the “Excelify: CSV” format.

To start the export, press the “Export” button.

Filters

To focus on a specific list of items, use the Filters.

You can filter different items by different criteria.

Export Shopify filters

When you apply the filter, the item count and estimates will not change at that point – the estimate will adjust when you actually start the export. For some filters it still has to run through all your store though, to find those items.

Options

You can specify additional Options for the export, like schedule and/or repeat the export. You can specify a custom file name for the export so that the exported file URL is always the same.

Ideal to use for regular backups or outgoing data feeds.

Shopify data export options with scheduled and repeated export

Exported Item Count

While the export is running you can see exactly how many items have been exported and how far the app is in the export process from all items.

This comes in handy when you are applying multiple filters to your export to see how many items exactly will be in your file.

Now, let’s decode these numbers:

Total Count – This number will display the total count of the item you have in the store. For example, the job is exporting Products and this store has 547 Products.

Processed Count – Displays how far the app is between all items. Some filters might provide the ability for the app to disregard a lot of items in bulk, so you might see the processed count jump at the start.

Exported Count – Displays how many items are actually exported and will be in your exported file.


Import

Supported import formats

At the moment the app can import the following format files:

  • Excelify: Excel
  • Excelify: Google Sheets
  • Excelify: CSV
  • Shopify CSV (must be named as “Products.csv” and zipped to make smaller and upload faster)
  • Other custom file formats for Enterprise Plan customers

When you upload the file, at first the app is analyzing the file. After that, you can choose the options and press “Import” button if everything is showing ok.

Supported import sheets

Import From Locations

Export To Locations

Import only columns you need

When you import, you don’t have to import all columns. You can import only the columns you need to update.

The app will identify the product by “ID”, “Handle” or by “Variant SKU”. It can update or create new Collections, Customers, Orders, Pages, etc. with just a few columns, or all of them.

Import to Shopify only specific fields

“Command” Column

In each sheet, you can use the “Command” column, by which you can tell, what to do with the row that is being imported.

The possible commands are:

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

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

When updating items with related items – like Product Variants, then it merges your variant rows with existing variants, by find an existing variant of the Product by its Variant ID, then by SKU, then by Barcode, then by Option values.

To delete Variants, use “Variant Command” column with value “DELETE”. Or put “REPLACE” if you want to replace all variants of that product to your new variant rows.

The same principle is used in other sheets and items as well, like Product images. By default, it merges existing images with your image links, but you can DELETE or REPLACE images too.

You can read detailed documentation about each command in the documentation pages of each sheet.

This stuff is powerful!

  • You can update all images of all Products at once.
  • You can link images to Product variants all at once.
  • You can add new variants without having to list the existing variants – just import the additional variant rows, and the app will merge them automatically.
  • Much more.

Metafields

Since Metafields are just additional rows in the same import file, all you need to do is – put the Metafield columns and set their values as you need.

Shopify Limitations

To ensure platforms stability Shopify also has many limitations oh much of something you can have or import.

Before starting import with a large dataset, it is important if there are any limitations that applies to you in the Shopify.

We still do suggest contacting us to be sure that there are no other limits that could apply to you.

Options

Shopify data import advanced options

Before starting an import, you can configure the following options:

  • Ignore ID – will ignore the ID values of the imported file items. This makes import run faster if importing an export file from another store. Don’t ignore ID if you import data from the same store – then app will use ID values to identify items very fast.
  • Check if items already exist – will make sure that if an item with the Handle you are importing, exists, then the app will update it. Remove this checkbox if you are 100% sure that the data you are importing, is new to the store and you need to maximize the import speed. If you remove this checkbox then you may result in duplicates if imported items will already exist in your store.
  • Generate Redirects if changing Handles – in case if your import will change Handles for any of the items, we will automatically generate redirect from the old Handle to the new one. Enabling this makes the import run a bit slower, but at least you don’t have to worry about redirects. If you need to improve the import speed, then you can uncheck this box, but then we will not generate any redirects.
  • Transliterate Handles to English alphabet – if you import any Handles that are with non-English characters (e.g. Japanese or any other language) then we will generate Handles with English characters, but such that reading them aloud it sounds like you are speaking that language. Neat trick! 🙂 It’s because Handle is used in URLs, and URLs usually need to have English characters. In special cases, if you really need your Handles to be with non-English characters, then you can remove this checkbox. Read more in tutorial.
  • Continue importing the next day if Shopify daily Variant import limit is reached – if you hit the Shopify daily variant limit, then you can enable this checkbox so that we automatically continue importing the rest of the file the next day. And continue every day until all your Products are imported. Read more about Shopify variant daily limit.
  • Remove images from Body HTML – if you are in the situation that your Shopify Products has Body HTML with images, then here’s how you remove images from product descriptions in bulk. Read more about removing images from Body HTML.
  • Import items in the order as they appear in file – if you have Big or Enterprise Plan, then we import several items in parallel. That changes the order in which they get processed, because some import faster, some slower. If you absolutely need to import items in the same order as they appear in your file, then check this checkbox. Note that this will make your import slower.
  • Dry Run – convert the file and test as far as possible without actually importing anything – for cases when you need to check what Excelify will tell about your items, or you need to convert some other format to Excelify format, and review it before doing actual import.
  • Schedule on – choose date and time when to actually do this import.
  • Repeat every – choose the time interval, when to repeat this same import.

Import Progress

Import progress

As it imports, it will show how many items are New, Updated, Replaced, Deleted or Failed.

It will also calculate more precise time estimate as it moves on – from the real speed of your items.

If you notice that you get too many Failed, or just that you forgot to add something, you can cancel the import any time. When you cancel the import, you will have a chance to download the Results file.

Import Results

After you import the file, the app generates Import Results file with additional two columns that show status for each imported item, and detailed error message, if the import has Failed.

Excelify Shopify import resultsIt will contain only those rows, which were imported. That way you can review, what was imported, what were the errors. And that way you know, which items it actually imported, so that if you need to continue, you can exclude those already imported items from the next import.

If your import speed is a concern, read more about improving import speed in the tutorial: How to maximize Shopify bulk import speed?

Maybe strange, but really useful is that each Product (or any other item) will have the same “Import Comment” value for all its rows, so when you read them, consider them about the product as a whole, not about each line. The convenience here is that in case you need to filter rows by the import comment, you can easily filter them in Excel, and know that your filtered results will contain all the rows of that product, because the “Import Comment” column value is the same.

Know what you are doing

Test and analyze the impact of the data you are importing.

We have prepared a special checklist to make your Shopify data imports safe – please, read that.


All Jobs

When pressing the “All Jobs” button, you can see all the past import and export jobs. You can download all the files for each job. And you can see what happened to each of the past jobs.

More than that, you can see the future scheduled jobs as well. And you can cancel any scheduled or running jobs from here, too.

All Jobs


Settings

Excelify app settings Shopify Excel CSV import export migrate update bulk

Security

By default, anyone with a link to your uploaded, exported or results file can download the file giving you the maximum freedom working with your files.
You can change this setting if you wish for your files not to be public. Then you and others will only be able to download the files while being in the Excelify app.

Notifications

The app will send you an email about import or export jobs.
You can adjust what jobs you wish to receive email about.

My Other Shop

If you have multiple Shopify stores or just wish to trasnfer data from one Shopify store to another then you can take adantage of your additional free store.
Linking the free store will automatically upgrade it to the same plan as the store where you have paid subscription.

Private App

You can set-up Excelify to run as Private app, for example, if Shopify has increased your API Call Limit for Private Apps.

Here you can fill in the Private App credentials and enable the Excelify to run as Private app, by pressing “Test and Save” button after making changes to the fields.


Overall

Browser

When you run the export or import, you don’t need to keep the browser open – you can close it and come back later to check the progress.

Head over to the apps “All Jobs” section to find all your future, current and past jobs including the ones that are currently running.

Estimates

Initial import and export estimates are very approximate average because it really depends on your real data and any API limitations set by the Shopify to your store.

Once the export or import actually starts, the estimates become very precise, because then those are showing about your current export or import, with your real data.


Getting help

Tutorials

Tutorials page Excelify import export migrate update edit bulk excel csv shopify 2

In our website under Knowledge -> Tutorials you can find tutorials for a lot of use cases where you might use the Excelify.

In the “Tutorials” page, select item that you wish to import or export, for example, “Products” or “Customers“.

You can also apply Filters to your opened “Tutorials” page. That way you will be able to easier find tutorials about what you wish to achieve.

Documentation

Documentation how it works page Excelify import export migrate update edit bulk excel csv shopify

For each sheet in that Excelify allows to import or export you can find documentation which explains each column from our template.

Head over to Knowledge -> Documentation in our website to find explanation for the fields that are not clear for you.

Here you can also find page which explains our template in general and allows to download our Demo template file.

Contact Us

contact us how it works page Excelify import export migrate update edit bulk excel csv shopify 2

If you cannot find tutorial that you are looking for, have any issues or questions about the app or just an amazing feature to suggest – we are here for you!