Removal of Customer Data

Shopify Remove Customer Personal Data

When you request from Shopify Admin to remove the Customer data, then the app will receive this request from Shopify and will remove all the exported, uploaded and imported files which were related to Customers or Orders.

When you delete the app, then all your files are deleted from the app history.

The data is kept only in your Shopify store.

Export from Shopify to SFTP server

Shopify to SFTP

This is how to Export from Shopify to an SFTP server

In the Excelify app, in the Export section:

  1. Choose what data you want to export with checkboxes.
  2. Press the “Options” button
  3. Select the scheduling and repeating options if you want to repeat the export automatically.
  4. On the “Upload to:” line, choose the SFTP.
  5. Enter the SFTP link in the following format:
sftp://user:[email protected]:port/path/to/directory/

For example:

sftp://foo:[email protected]:22/test/

Don’t put the file name or file extension in that path – as this is generated automatically.

If you want your file name to be custom, then fill the field “Custom file name:” in the Options section.

Export from Shopify to SFTP - Options

Good to know

Upload the Export to FTP directory

Shopify Export to FTP

You can make your Shopify export to send the exported file to an FTP directory.

That export can be scheduled and repeated at any needed time intervals.

The FTP address needs to be written in the following format:

ftp://user:[email protected]/path/to/directory/

If you need to have the specific file name for the exported file, you can set it in the Options field “Custom file name”.

 

Auto-repeat import or export by minutes

Schedule Shopify import export by minutes interval

Previously you could schedule the repeated import or export to Shopify only by hours, days, weeks, months, years.

Now you can also make them repeat by minutes (with 5-minute steps)

And if the previous job will not be finished when the new one is being started, the app will Cancel that new job, and retry on its next time interval.

You will receive an e-mail if the job will get dropped because the previous one is not finished.

Settings for Notifications

Excelify notifications for Shopify data import-export events

You can press the “Settings” button and configure when to receive e-mail notifications, and to which e-mails.

By default, the e-mail is sent to Shopify store owner on every event except when starting new manual import (as this is probably something you already know you are doing so you might not need an e-mail about that – but in case you still need it, you can switch it on).

Import to Shopify from any file

Import to Shopify from any file (with video)

To see how it’s done, watch the video.

Short summary how to import to Shopify from any file

  1. Open your file, save it to Excel and give the sheet name “Products”.
  2. Take the Excelify.io template file – to take needed column names from it.
  3. Look into your source file columns one by one, and copy the appropriate column names from the template.
  4. Import the file.

You can do that with any other Excel sheets to import not just Products but any Shopify data.

 

Schedule import to Shopify from Google Sheets

Google Sheets to Shopify

Importing from Google Sheets is a bit different than importing from a file that is saved on Google Drive, that’s why we will look at it as a separate tutorial.

If you want to import Excel or CSV files that are stored on Google Drive, read this tutorial: Schedule import to Shopify from Google Drive.

Steps to import file from Google Sheets to Shopify

  1. Prepare your Google Sheet on your Google Docs account.
  2. Make that Google Sheet viewable from a public link.
  3. Paste your Google Sheet link in the app.
  4. Schedule the regular import from that Google Sheet URL.

1. Prepare your Google Sheet on your Google Docs account

Your Google Sheets document needs to be prepared in the same manner as the “Excelify: Excel” file – with the sheet names, and columns that are understandable by “Bulk Import Export Update with Excel” app.

Basically, it will look like this:

Google Sheet to Shopify import - prepare Google Sheet

2. Make that Google Sheet viewable from a public link

Press the “SHARE” button and make the publicly shareable link to this Sheet.

You just need to give it permission “Anyone with the link can view” – no need for a write permission.

Copy that link.

Google Sheet to Shopify import - share the sheet as view only

3. Paste your Google Sheet link in the app

Open the “Bulk Import Export Update with Excel” app in your Shopify store, install it if you haven’t already.

Scroll down to the “Import” section, and paste the URL there.

Google Sheet to Shopify import - paste the URL in the app

Then press the blue “Upload from URL” button – so that the app can upload the file and analyze it.

Don’t worry – it will not import that just yet, you will need to set additional options first.

4. Schedule the regular import from that Google Sheet URL

After the app has finished uploading and analyzing the file, you will see the “Options” button there.

Press that button and set up the import options – the scheduled time for your next import in your Shopify store time zone.

And repeating time interval.

Your eventual options will look like this:

Google Sheet to Shopify import - setup options to schedule and repeat import

Notice the “Take import file from URL” – that is pointing to your Google Sheet. The app will download the fresh file each time it repeats the import.

Now, press the “Schedule Import” button.

It will schedule the import and if the date and time for the first import have already passed, then the app will start the first import shortly after you schedule it.

Good to know

  • You can see the progress of all your scheduled imports and exports in the “History & Schedule”. You can also cancel any of those jobs from there. You can download the import results file from there, too.
  • The scheduled time is in your Shopify store time zone.
  • You can also schedule import files to Shopify store from FTPDropbox or Google Drive the same way.
  • You can also import files from Google Sheet manually – by just pasting that Google Sheet link.
  • Import, not just Products data – import and update any of supported by Excelify.io formats.

Schedule import to Shopify from Google Drive

Google_Drive

You can sync your files with Google Drive, and in this tutorial, you will see how to seamlessly upload and import that file into your Shopify store – every day, automatically.

It basically means that the app will use the file that is on your computer and import it daily to Shopify. Thanks to the Google Drive file syncing.

To sync files on your computer with Google Drive, you need to install the “Backup and Sync” app, provided by Google.

It will import any of the supported Excelify.io formats.

To import the Google Sheet directly, read this tutorial: Schedule import to Shopify from Google Sheets.

Steps to import file from Google Drive to Shopify

  1. Sync your file to Google Drive.
  2. Copy Google Drive public shared link.
  3. Paste your Google Drive link in the app.
  4. Schedule the regular import from that Google Drive URL.

1. Sync your file to Google Drive

When you have successfully set your synchronization of files from your computer to Google Drive, you should see your file on your https://drive.google.com.

Locate it in your Google Drive folder and see that it’s really there.

Make sure that any changes you make to it on your computer, is really synced to the cloud.Sync Shopify from Google Drive - make sure Excel file gets synced

2. Copy Google Drive public shared link

Right-click mouse on that file, and choose the “Get shareable link“.

That will generate a unique public link that points to this file.

Copy that link.Sync Shopify from Google Drive - get shareable link

3. Paste your Google Drive link in the app

Open the “Bulk Import Export Update with Excel” app in your Shopify store, install it if you haven’t already.

Scroll down to the “Import” section, and paste the URL there.

Sync Shopify from Google Drive - paste the URL into the import appThen press the blue “Upload from URL” button – so that the app can upload the file and analyze it.

Don’t worry – it will not import that just yet, you will need to set additional options first.

4. Schedule the regular import from that Google Drive URL

After the app has finished uploading and analyzing the file, you will see the “Options” button there.

Press that button and set up the import options – the scheduled time for your next import in your Shopify store time zone.

And repeating time interval.

Your eventual options will look like this:Sync Shopify from Google Drive - setup the schedule and repeating

Notice the “Take import file from URL” – that is pointing to your file in the Google Drive. The app will download the fresh file each time it repeats the import.

Now, press the “Schedule Import” button.

It will schedule the import and if the date and time for the first import have already passed, then the app will start the first import shortly after you schedule it.

Good to know

  • You can see the progress of all your scheduled imports and exports in the “History & Schedule”. You can also cancel any of those jobs from there. You can download the import results file from there, too.
  • The scheduled time is in your Shopify store time zone.
  • You can also schedule import files to Shopify store from FTP and Dropbox the same way.
  • You can also import files from Google Drive manually – by just pasting that Google Drive link. That will make your file upload much faster because you will not need to upload the file from your own computer.
  • Import, not just Products data – import and update any of supported by Excelify.io formats.

 

Schedule import to Shopify from Dropbox

Dropbox to Shopify

So you have the file in your Dropbox folder that you edit on your computer. You update it regularly, and you want to import that file to Shopify every day.

This is how you set up that regular daily import automatically.

Steps to import file from Dropbox to Shopify

  1. Save your file to Dropbox.
  2. Copy Dropbox link.
  3. Paste your Dropbox link in the app.
  4. Schedule the regular import from that Dropbox URL.

Now, let’s dig into details of each step.

1. Save your file to Dropbox

Shopify import file saved to DropboxYou know that green checkbox icon which means that the file is synced to Dropbox.

That’s it – just make sure you have enough space on your Dropbox cloud storage, and that the file is really syncing.

2. Copy Dropbox link

Shopify import from Dropbox - copy dropbox link3. Paste your Dropbox link in the app

Open the “Bulk Import Export Update with Excel” app in your Shopify store.

Scroll to the “Import” section and paste that URL there.

Shopify schedule import from Dropbox - paste the Dropbox linkThen press the “Upload from URL” button.

It will upload the file and analyze it for the first time.

Don’t press the import here just yet.

4. Schedule the regular import from that Dropbox URL

Press the “Options” button.

And set up the scheduled time in your Shopify store time zone and repeating intervals.

Also, you might want to remove the checkbox from the “Stop if images cannot be downloaded for updated items.” so that the import doesn’t stop in case it will not be able to update images.

The configured options should look like this:

Shopify schedule import from Dropbox - setup the daily repeated importNotice the “Take import file from URL” – it points to your Dropbox file link.

That means the app will download the fresh file from this Dropbox link each time when doing the next scheduled import.

Now, press the “Schedule Import” button.

If the scheduled time will be today and time will be already passed, then the today’s import will start shortly after you will schedule it.

Good to know

  • You can see the progress of all your scheduled imports and exports in the “History & Schedule”. You can also cancel any of those jobs from there. You can download the import results file from there, too.
  • The scheduled time is in your Shopify store time zone.
  • You can also schedule import files to Shopify store from FTP and Google Drive the same way.
  • You can also import files from Dropbox manually – by just pasting that Dropbox link. That will make your file upload much faster because you will not need to upload the file from your own computer.
  • Import not only Products data – import and update any of supported by Excelify.io formats.