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.

Automatically synchronize your Shopify store with your other store daily/weekly/monthly

Sync Shopify

You have more than one stores on Shopify, and now you need to synchronize their contents regularly.

Here’s how you do that using Excelify.io app.

Steps to automatically synchronize data from one Shopify store to another

  1. Store A: Setup the scheduled regular export of the data you want to synchronize.
  2. Store A: Wait for the first export to finish and copy the exported file URL.
  3. Store B: Setup the scheduled regular import from the URL of the regular export.

Let’s get to it!

Store A: Setup the scheduled regular export of the data you want to synchronize

Sync Shopify store - Setup the regular exportMark the items you want to export.

You can even set the filters, for example, to export only Products that have a certain Tags, or products that exist only in certain Collection. Use any of the available filters in the app.

Then, under the Options button, you need to set up the:

  • Schedule export on: choose the starting date of the first export and time. In this example, it will start the first export today at midnight of the store time zone.
  • Repeat every: set the interval when to repeat that same export, and how many times to repeat it. In this case, it will export every day and will repeat it forever.
  • Custom file name: and this is the most important part. You need to set the custom file name for your export because this will ensure that your exported data will always be available at the same URL. We will use that URL in the scheduled import.

Then press “Schedule Export” to schedule it.

2. Store A: Wait for the first export to finish and copy the exported file URL

If you have set the repeated export to start today at the time that has already passed, the app will start the export shortly after you schedule it – to complete the today’s export.

Open the “History & Schedule” page and see that the export is done. If it is not yet finished, you will need to refresh this page manually to update the status.

When your first export is finished, the page should look like this:

Sync Shopify - copy the exported file URLThere you will see the next scheduled export for tomorrow, and the export that finished today.

You will see that the completed export has the file there – your custom defined file name.

Right-click on it, and “Copy Link Address“.

This link will be the same for all the future exports of this scheduled export. So now you will use it for the scheduled import.

Store B: Setup the scheduled regular import from the URL of the regular export

Now, open the app on your other store – that where you want the data to get imported from the store A.

And scroll to the Import section of the app.

There you will see the box where you can paste the URL of the file to upload.

Paste your copied URL there, like that:

Sync Shopify - paste the export URL in the Store B

Then press the “Upload from URL” button.

It will upload the file, and the app will analyze it. And just hold the horses, don’t press the Import button here.

Instead of that, press the Options button.

And then set up your schedule so that it always starts at the time that is after your export would finish. In this example, we have set the export to be on midnight, so we will set the import to happen at 1am every day, starting from today.

Notice that the checkbox is removed for the option “Stop if images cannot be downloaded for updated items.” – that is useful when updating your existing items, the app will not stop if some images will not get imported. It’s what you most likely want, right?

Also, notice how it has the “Take import file from URL:” filled with your URL – it means that every time the app will run this repeated import, it will use the fresh file from that URL you pasted earlier.

Sync Shopify - import from scheduled export fileWhen everything looks nice, press the “Schedule Import” button.

Again, if the time for today’s import is already passed, the app will shortly start the import to complete the first import for today. And that is a good way to check that it did work as you expected.

You can find that import status in the “History & Schedule” page.

Sync Shopify - see scheduled import statusThat’s it!

Now it will sync your stores just the way you want it!

Good to know

  • You can synchronize any kinds of items – Products, Collections, Discounts, Customers, Pages, even Orders.
  • You can synchronize items partially by using Filters when setting up your repeated export. For example, you can synchronize just products with certain Tags, or that are in just the certain Collection.
  • You can have several syncing processes happen at the same stores. No limitations, but just bear in mind that running two processes at the same time will make their speed two times slower.
  • You can set up the same synchronization both directions – just set up the same logic from store B to store A.
  • The scheduled time uses the time zone from your Shopify store.

Schedule import to Shopify from FTP server

Schedule Import to Shopify from FTP

You are in this situation that you have your Master Data auto-refreshed regularly and is available on your FTP server.

So you need to import it every day to Shopify from that FTP server.

This is how you do it with the Excelify.io app.

Steps to schedule import from FTP

  1. Prepare your FTP URL to the import file.
  2. Paste the URL into the Excelify.io app.
  3. Verify that the app has found the file and sees its contents.
  4. Schedule to import it at regular intervals.

1. Prepare your FTP URL to the import file

We will do that with our Demo import file.

Here I have uploaded our demo file to the FTP server /data directory:

Uploaded Shopify import file to FTP serverFor the sake of example, let’s assume that your:

  • FTP server address is: ftp.my-data-server.com
  • FTP user name is: master
  • FTP server password is: secure123
  • File is in the directory: /data
  • File name is: Shopify-Import-Demo.xlsx

Then the URL to access the file on that server is the following:

ftp://master:[email protected]/data/Shopify-Import-Demo.xlsx

Universally, you construct your FTP URL in the following form:

ftp://user:[email protected]/path/to/file.xlsx

2. Paste the URL into the Excelify.io app

Open the Excelify.io app, and paste the URL into the upload from URL box, like that:

Import to Shopify from FTP server URL - paste the URL

Then press the blue “Upload from URL” button to start the upload.

3. Verify that the app has found the file and sees its contents

If everything will connect as expected, you should see that the file got uploaded and the app will analyze its contents.

The successful result should look like this:

Successfully analyzed Shopify import file from FTP

If you just want to import it right away, you can press the Import button and it will start the import. Maybe it’s even the right thing to do for the first time – to test if your file is prepared well so that it imports without any issues.

But if you want to schedule repeated import from that file, then…

4. Schedule to import it at regular intervals

Press the Options button.

Then setup the checkboxes for regular import and set the time when to import, and when to repeat, at what intervals.

For example, this will import every day at 02:15 starting from today:

Shopify FTP schedule import optionsNotice that “Take import file from URL” has your file FTP URL.

The app will re-download the fresh file each time it will do the new auto-repeated import.

Now, press the “Schedule Import” button, and you are all set.

If you need to see the historical results of those scheduled and repeated imports, press the “History & Schedule” button.

You can also cancel your repeated imports from there.

Good to know

 

Export to custom file name with dynamic placeholders

Shopify export custom file name with placeholders

When exporting, under Options you can specify the “Custom file name” for the export.

This is especially useful for scheduled exports so that you can specify what the file name should be for your exports.

You can include the dynamic fields of the Export starting date and time in the file name, using the placeholders like this:

Placeholder Meaning Example
%Y Year with 4 digits 2018
%y Year with 2 digits 18
%m Month with padded zero (01 – 12) 04
%-m Month, not padded (1 – 12) 4
%B Month full name April
%^B Month full name uppercase APRIL
%b Month abbreviated Apr
%^b Month abbreviated uppercase APR
%d Day of the month with padded zero (01 – 31) 05
%-d Day of the month, not padded 5
%j Day of the year (001 – 365) 124
%H Hour in 24-hour format, with padded zero 01
%I Hour in 12-hour format, with padded zero 01
%P Meridian indicator, lower case am
%p Meridian indicator, upper case AM
%M Minute 45
%S Second 23
%z Time zone as hour and minute offset from UTC +0900
%Z Time zone abbreviation name UTC
%A Full weekday name Thursday
%^A Full weekday name, uppercase THURSDAY
%a Weekday abbreviation Thu
%^a Weekday abbreviation, uppercase THU
%u Day number of the week where Monday is 1 (1 – 7) 4
%w Day number of the week where Sunday is 0 (0 – 6) 4
%U Week number of the year where the week starts with Sunday (00 – 53) 14
%W Week number of the year where the week starts with Monday (00 – 53) 13

You can use those placeholders in any combination inside your filename.

Some examples:

Example Resulting file name
%Y-%m-%d at %H-%M-%S 2018-04-05 at 01-45-23
%m%d_%H%M 0405_0145
Products_%Y-%^b-%-d Products_2018-APR-5

“Stopped to prevent damage of losing images, because images don’t exist.”

Product images loss prevention

When importing images to Shopify for Products or Collections, the app has a safeguard mechanism that prevents you from accidentally deleting images, if new image URLs don’t exist.

If you update an existing item, and it turns out that the image URL is not valid or image doesn’t exist there, then the import will stop with an error:

Stopped to prevent damage of losing images, because images don’t exist. If you still want to proceed, you can switch this safeguard off in Options before pressing Import button.

What to do when this happens?

That means that there is at least one image that Shopify was not able to download for some reason – either it’s not existing, or the URL is not valid, or it’s too big for Shopify to import.

Ideally, you would need to open the Import Results file and check the Import Comment column of the last lines to see, which images have problems. That will give you a clue of where the problem is, and you can solve that in the original import file, and repeat the import.

How to disable this safeguard?

If you are updating existing items, and you are sure that some images might not exist (e.g. when importing images by guessing their URLs), then you might want the import not to stop when an image is not imported. You can switch that off in the Options button, which appears after you upload the file, but before you press the Import button.

Shopify - Stop if images cannot be downloaded for updated itemsRemove the checkbox for “Stop if images cannot be downloaded for updated items” – then the import will not stop and will just continue even if images don’t exist.

When doesn’t it stop?

When importing new items, then the app will not stop in this case, because there is no potential harm you can do if no images exist. But still, if images will not be found, it will either have Failed status, or it will be OK, with a Warning in the Import Comment column that tells, which images was not possible to import.