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Schedule import to Shopify from SFTP server

SFTP to Shopify

This is how to Import data from an SFTP server to Shopify

You can import to Shopify from SFTP by pointing the address exactly to the file which you need to import.

To schedule the import automatically at regular time intervals, do the following:

1. In Excelify app Import section, paste the link to your SFTP server file

The URL should contain user credentials and the full path to the file in the following format:

sftp://user:[email protected]:port/path/to/directory/file-name.xlsx

For example:

sftp://foo:[email protected]:22/test/my-file.xlsx

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2. Press “Upload from URL” button

This will open a new page with your import.

Wait for the app to download the file for the first time, and let it analyze it (or fix any issues if it says that the URL was not correct).

Once the app will have analyzed the file you will be able to set up options and see more details about your file.
Make sure that the app correctly recognizes data that you are importing and count of items in your file.

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4. Set up your SFTP import options

4.1 What to do with the file?

First, in the Options, we need to set up the option “What to do with remote SFTP file when importing?

Here you can choose one of three settings:

  • Do nothing – nothing will happen to your file in your server it will just get import and stay there.
  • Delete that file on SFTP server – the app will delete each file it imports.
    This is useful if you do not need the file after import, but have repeated import set up for this file and do not wish for next import to import again the same file.
  • Move file to directory by Import status – moves the file to a different directory based on its current status within this batch job.
    If you have automation set up in your server that should pick up what happened with the file or just wish to be in control of your files then this is an option to select.
    In this option you can set up to move file by the following conditions:

    • In Progress – the app will move the file to a specific directory once the app starts to import it.
    • Finished – the file will get moved to the specific folder once it finishes importing (the file will be moved here even if there are some failed items inside the import, because in principle that import was finished).
    • Failed – move the file if the whole job file fails to import (in most cases, when the template format is not recognized at all).
    • Cancelled – move the file if that import job was cancelled.All 4 fields will be filled by default directories, but you can edit these values to move your file to different folders.
      You do not need to fill full URL with credentials just path to the directory.

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4.2 Upload Import Results file to your server

This section is optional if you need/wish to upload Results file to your server.

Now further below you see a lot of checkboxes, you can leave all these as they are, for default importing it should be fine.
Check here for more information about all the Options.

Each job will save and return the Import Results file in the app, but you can also upload it automatically to your server.
If you want Results file to be uploaded to your server, find and fill the option “Upload Results file to:“.

Click on the dropdown and select SFTP.

Once selected, fill the URL with username and password that leads to the server and directory path where you wish for this file to get saved.

In my example, this would be:

sftp://foo:[email protected]:22/test/results/

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4.3 Set up Scheduled and Repeated import

At the very end of the Options section, you can set up scheduled and repeated import.

  • Schedule on: – this option allows you to specify at what time to import your file. It works well together with the repeat option as the app will created repeated imported starting from this time.
    For example, if you schedule your import to start tomorrow at 4 am and repeat every 1 day, then the app will import file under your initial URL every day at 4 am.
    If do not select this option then the import will start as soon as you click the “Import” button.
  • Repeat every: – here you can set up how often you wish to import file from your initial URL. Each time new import starts from the URL the app will download new file from the URL so if you have changed your file under the URL then the new file will get downloaded.
    Minimum repeat interval is every 1 minute.

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5. Start your import by pressing the “Import” button

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If you have set up “Schedule On:” option then this button will be called “Schedule“.
In that case, the app will schedule the job to start at your set date and time automatically, you will see that the job is set to “Scheduled” status.

If you did not set the schedule option then the job will start immediately after pressing the “Import” button.

When the job is running you can see the progress of the job, how many items have imported new, updated, replaced, deleted or failed.

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6. Enjoy!

Once your import is finished you will see that the job also has “Finished” status.

If there are any failed items then you can download the Import Results file, and in last two columns for each imported sheet you will see what items failed and error message for each item.
You can fix these issues and import only the failed items again.

If you have “Repeat every:” option set up, then you can also go into the “All Jobs” page to see your next import already scheduled!

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Good to know