Set Order Fulfillment Shipment Status

Shopify Order Fulfillment Shipment Status

Earlier you couldn’t set the specific “Fulfillment: Shipment Status” column for Orders – you could just export it.

Now you can create and update Order Fulfillments so that you can set a specific shipment status for your Orders in the import table, too.

The allowed values for this column are:

  • confirmed
  • in_transit
  • out_for_delivery
  • delivered
  • failure

Read the full Orders columns documentation.

Product Tags are imported from all the Product rows

Import Product Tags from all the Product rows

When you import Products – the “Tags” column value was taken just from the first row.

Now the app will import all the tags that are in all the product rows.

That way you can have even one tag per row if you like.

For example, if you need to put the Option Values as product tags, you can just copy-paste those option column values into Tags column, and use the “MERGE” as the “Tags Command” – that will add those tags to your product existing tags.

Imported Shopify Tags

Update Tracking Numbers for existing Orders in Bulk

Update Shopify Order Fulfillment Tracking Numbers in Bulk

To bulk update the Tracking Numbers of existing Shopify Order Fulfillments:

  1. Export the existing Orders with Fulfillments using the Excelify app – to Excel or CSV file.
  2. Edit the file so that you just keep the columns and rows that you want to update:
    • Keep in that file just the Orders you want to update tracking numbers for.
    • Keep just the following columns:
      • ID
      • Name
      • Command
      • Line: Type
      • Fulfillment: … columns
    • Change the column values:
      • Change “Command” column value to “UPDATE”
      • Change the “Fulfillment: Tracking Number” column – fill with your tracking numbers.
      • Optionally, if you want, you can fill in the other Fulfillment columns.
    • Keep just the rows where “Line; Type” is “Fulfillment Line”.
  3. Import that file with the Excelify app back – it will update your existing orders, and update the Fulfillments of those Orders to set the numbers that you need.

Where to go from here?

Fulfill existing Orders in Bulk

Fulfill existing Shopify Orders

To fulfill existing Shopify Orders, do the following steps:

Note that this will not replace the orders – this will truly update the existing ones.

  1. Export the Orders you want to fulfill – with Line Items and Fulfillments included in the export.
  2. Delete all the columns and rows, leave only the following columns in your Excel file:
    • ID
    • Name
    • Command
    • Line: Type
    • Fulfillment: ID
    • Fulfillment: Status
    • Fulfillment: Tracking Company
    • Fulfillment: Tracking Number
    • Fulfillment: Tracking URL
  3. If you see many rows per Order (with the same ID and Name values) then use the Excel function to remove duplicates – you only need one row per order.
  4. Update the Excel file columns with data:
    1. Set the “Command” column values to “UPDATE“.
    2. Set the “Line: Type” column values to “Fulfillment Line“.
    3. Leave the “Fulfillment: ID” empty – because you will be creating new fulfillments.
    4. Set the “Fulfillment: Status” to “success“.
    5. Set the “Fulfillment: Tracking Company” to whatever tracking company you are using. The list of tracking companies can be found here in the Orders documentation.
    6. Set the “Fulfillment: Tracking Number” to your tracking number for this Order.
    7. If you have the specific tracking URL, you can set it in the column “Fulfillment: Tracking URL“.
  5. Import the file with the orders you want to fulfill.

Good to know

  • If you don’t have tracking numbers or any other tracking data, you can leave the columns blank, or even not include them in the import.
  • If you have some of the line items already fulfilled then this import will fulfill whatever is remaining unfulfilled items.

Where to go from here?

Bulk Update Orders

Update Shopify Orders

To update a few fields for Shopify Orders which are allowed to be updated, you can import tables like this.

ID Name Command Note Tags Tags Command Additional Details
448427851836 #1199 UPDATE Updated notes New Tag MERGE key: value
key2: value2

If you import the table like this, the app will do the following:

  1. It will find the existing Order by ID.
  2. If it will not be able to find an existing Order by that ID, it will try to find it by the Name.
  3. It will set the “Note” field to “Updated notes”.
  4. It will add the additional Tag “New Tag” to whatever Tags this Order has (because the “Tags Command” is MERGE).
  5. It will change the “Additional Details” value of that Order to two key:value pairs that you are importing.

It will not change any other data of that Order, only those fields.

Update only Order Tags

ID Name Command Tags Tags Command
448427851836 #1199 UPDATE New Tag MERGE

If you import table like this, it will just add (merge) “New Tag” to existing order tags, and will not change anything else.

Update only Additional Details

ID Name Command Additional Details
448427851836 #1199 UPDATE key: value
key2: value2

If you import a table like this, it will update only the “Additional Details” field of those orders you import.

Cancel an Existing Order

ID Name Command Cancelled At Cancel Reason
448427851836 #1199 UPDATE 2018-06-01 other

This import will make that order Cancelled. Although you are importing a date in the “Cancelled At” column, Shopify doesn’t allow to set the specific date when the order shows canceled (you can only export that date). So whatever date you have here, it will get canceled at the moment when you do the import.

Valid Cancel Reasons are: customer, inventory, fraud, declined, other. The default is “other“.

You can cancel only orders that are not started to be fulfilled – if an order has a fulfillment then you will not able to cancel it.

Archive an Existing Order

ID Name Command Closed At
448427851836 #1199 UPDATE 2018-06-01

This import will make that order Archived. Although you are importing a date in the “Closed At” column, Shopify doesn’t allow to set the specific date when the order shows archived (you can only export that date). So whatever date you have here, it will get archived at the moment when you do the import.

UnArchive an Existing Order

ID Name Command Closed At
448427851836 #1199 UPDATE

When you import a “Closed At” column as an empty value – if your Shopify Order is archived, the app will unarchive it.

Change Customer Contacts

ID Name Command Customer: Email Customer: Phone
448427851836 #1199 UPDATE [email protected] ‘+1 1234567890

This will set the customer E-mail and Phone contact information to those you are importing.

Note that if your Order has a Customer attached to it, it will not update the Customer data in the Admin – just the Order data, and specifically the “Contact Information” block in the Order Admin.

Remove the Customer from the Order

You cannot reassign another Customer to an existing Order. But you can remove that customer from the Order at least.

You can do it by importing this empty column of the “Customer: ID”.

ID Name Command Customer: ID
448427851836 #1199 UPDATE

Update Shipping Address

ID Name Command Shipping: First Name Shipping: Last Name Shipping: Company Shipping: …
448427851836 #1199 UPDATE New First Name New Last Name New Company Any other Shipping fields that you need to update

You cannot update the Billing Address of an existing Order. But you can update the Shipping address – all its columns to whatever you like.

Update Order – Add Fulfillments

To create new Fulfillment for an existing Order, you would need to import the lines of “Line: Type” with “Fulfillment Line”, and fill in the Fulfillment columns.

if you will not provide any “Line: …” columns, the app will create a fulfillment of all the items you have in the Order.

ID Name Command Line: Type Line: … Fulfillment: ID Fulfillment: Status Fulfillment: …
448427851836 #1199 UPDATE Fulfillment Line All the Line: columns with the line item data that are being fulfilled. This is needed so that the app can find – which lines are being fulfilled. success All the other Fulfillment columns with their values.
448427851836 #1199 UPDATE Fulfillment Line And repeat for as many lines as needed to include all the needed Line Items in the Fulfillment. success

Update Existing Fulfillment Tracking Number and Tracking URL

To update an existing fulfillment, you just need to specify additionally the “Fulfillment: ID” values – for those Fulfillments you need to update. You can update all the fulfillment fields, but for the sake of example, here is how you update the Tracking Number and the Tracking URL of the Fulfillment.

Notice that there is no need for “Line: …” columns – just the “Line: Type”.

ID Name Command Line: Type Fulfillment: ID Fulfillment: Tracking Number Fulfillment: Tracking URL
448427851836 #1199 UPDATE Fulfillment Line 1234567890 1234567 http://www.dhl-usa.com/content/us/en/express/tracking.shtml?brand=DHL&AWB=1234567

If the “Fulfillment: ID” will not be found, the app will create a new fulfillment and will include the rest of the unfulfilled products in it.

Here is the most simple file with minimal columns that you need to import to fulfill one Shopify Order: Fulfill-one-Shopify-Order.

Update Order Metafields

ID Name Command Metafield: namespace.name Metafield: …
448427851836 #1199 UPDATE Metafield Value 1 Any other Metafield <namespace> and <name> columns that you need to update.

You just need to identify the existing Orders, set the Command columns to “UPDATE”, and then include as Metafield columns whatever metafields you need to update.

Read more about Metafields here.

Good to know

  • The full list of fields that can be updated for Orders, is here in the documentation.
  • You can update in the same import file many orders and any combination of those columns.
  • When preparing the import file, remember that you need to call the sheet (tab) of the Excel file “Orders” (or the CSV file as Orders.csv – which can be zipped).

How to update Shopify Products by SKU?

Update Shopify Variants by SKU

Quite often, when getting Product data for updating from suppliers or other data sources, you have just the product SKU, but not the Product ID or Handle to identify it.

That’s ok – now the Excelify.io app can identify your Product by only the SKU number, and do all the same advanced updates and with it.

You can:

  • Update existing Product base fields (like Tags, Published, and so on) by having just the Variant SKU;
  • Update existing Product Variant fields (like Variant Inventory Qty, Variant Price, and so on) by having just the Variant SKU;
  • Update existing Product Metafields by just the Variant SKU;
  • Import Product Images by identifying products by Variant SKU;
  • Delete Variant from the Product by having just the Variant SKU;
  • Delete the Product itself by having just the Variant SKU.

SKU number column is called “Variant SKU” (even if your product doesn’t have variants).

Here are examples of all the mentioned scenarios.

Update existing Product base fields by SKU

For example, to update product Tags for each SKU, import columns like this:

Variant SKU Tags
SKU-1001 Tag1, Tag2, Tag3
SKU-1002 Another Tag1, Tag2, Tag3
SKU-1003 And Another Tag1, Tag2, Tag3

Update existing Product Variant fields by SKU

For example, to update product price and inventory quantity for each SKU, import columns like this:

Variant SKU Variant Inventory Qty Variant Price
SKU-1001 1000 9.99
SKU-1002 2000 19.99
SKU-1003 3000 99.99
4000 109.99

You can add additional columns to this import, to update them all at once.

Notice the empty Variant SKU value – that will update all Variants that don’t have a SKU number.

Update existing Product Metafields by SKU

For example, to update product Tags, inventory quantity, and Metafields, you would import columns like this:

Variant SKU Tags Variant Inventory Qty Metafield: your.metafield_name
SKU-1001 Tag1, Tag2 1000 value1
SKU-1002 Tag1, Tag2 2000 value2
SKU-1003 Tag1, Tag2 3000 value3

If the several SKU will belong to the same product, then the Tags and Metafields for that product will be set only from the first SKU that belongs to that product.

Import Product Images by identifying products by Variant SKU

If you need to add images to Products, but you only have the Variant SKU, you can do import like this:

Variant SKU Image Src Image Position Image Alt Text
SKU-1001 https://images.com/image1.png 1 Image about first thing
SKU-1001 https://images.com/image2.png 2 Image about second thing
SKU-1001 https://images.com/image3.png 3 Image about third thing

All the products that will have this SKU, will get those images imported.

Delete Variant from the Product by SKU

If products have several variants, and you just need to delete specific variants and keep the other variants of those products unchanged, import table like this:

Variant SKU Variant Command
SKU-1001 DELETE
SKU-1002 DELETE
SKU-1003 DELETE
DELETE

Also notice here the empty Variant SKU value. That will delete all variants that don’t have the SKU number.

Delete Product by SKU

Notice the difference from the previous example where you deleted just one variant from that product – here you will delete the whole product. In this case, even if the Product will have 100 variants, if just one of its SKU will be found, the whole product with all its variants will get deleted:

Variant SKU Command
SKU-1001 DELETE
SKU-1002 DELETE
SKU-1003 DELETE

Typically. you would want to use this method to delete products which have just one variant. But you can see how you can go beyond that, too.

How the import by SKU works?

In Shopify, the SKU is the attribute of the Variant. That means that each Product can have one or many variants, each having its own SKU number.

First, the app will index all SKUs in your import file – grouping rows by SKU value. Then the app will go through your whole store and update all the products/variants which will match the SKUs from your import file. It will not change any other variants or products.

On your store, SKUs don’t have to be unique. The app will update all SKUs that will match SKUs from your import file.

Logically, if you import table of many SKU numbers, then some of SKUs might belong to the same Product. Before making any changes to that product, the app is taking all that into account and is grouping together SKUs that belong to the same product. That will ensure the consistency of data in all product variants and will improve import speed because each product will be updated just once.

Import Results

After the import, in your Import Results file, you will see the additional columns “ID”, “Handle” and “Variant ID” added from your store, so that you see, which products and variants actually were updated.

Good to know

  • If you need to make your SKU numbers unique across your whole store, you can do the full export of Products with their Variants, and create the Pivot Table in Excel, where you put “Variant SKU” as Rows, and count Variant SKU values. Then you can see, which Variant SKUs count is more than 1 – then you can fix those in your store manually, or using the Excelify.io app to do that in bulk.
  • If you need to get the list of Products which have certain SKUs, you can just import the file with one column “Variant SKU”. In the Import Results file you will see all the products, their ID, Handle and Variant ID – which has which of your SKUs from your table. Then you can update their Titles or even Handles.
  • You can add additional columns to this import, to update them all at once. You can combine base columns, Variant columns, and even image columns in the same import.
  • Column order doesn’t matter.
  • You can update Product by knowing the Barcode or Options of Variants, but then you need to have Product ID or Handle too. This is how to do it.

Read more about all the Products columns.

 

Update Variants by SKU, Barcode, or Options

Update your products by Variant SKU, Variant Barcode or even by Option values, if you don’t have SKUs or Barcodes. It will MERGE Variants in such a smart way that you almost never ever need to use Variant ID to update your variants.

When importing, remember that still you will have to identify the Product as well, by specifying “ID” or “Handle” values.

The import file to update specific variant fields now can look like this:

Update Shopify Variants by SKU, Barcode or Options

You have waited so long, but it’s finally here!!! I hope it was worth the waiting…