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
- Prepare your FTP URL to the import file.
- Paste the URL into the Excelify.io app.
- Verify that the app has found the file and sees its contents.
- Select what to do with the imported file in your server
- 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:
- 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:
Universally, you construct your FTP URL in the following form:
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:
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 similar to this:
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 or move/delete uploaded file from your server once its imported, then…
4. Select what to do with the imported file in your server
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.
5. Schedule to import it at regular intervals
In the Options section, you can set up various options for your import.
Then set up 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 the day of import:
The app will re-download the fresh file each time it will do the new auto-repeated import.
Now, press the “Schedule” button, and you are all set.
Good to know
- If the user is e-mail address then replace the “@” symbol with “%40”.
- If the password contains # or @ symbol then please create such password which doesn’t contain those symbols as those are special characters for the URL and will cause confusions.
- You are free to close the app as the import is happening on our servers, you can always come back to the job by clicking on this job in the app Home page (if it’s within last 5 jobs) or in All Jobs page.
- You can import from any kinds of URLs that directly access the file.
- If you need to see the historical results of those scheduled and repeated imports, press the “All Jobs” button in the app Home page to see all your Imports and Exports.
You can also cancel your repeated imports from there.
- You can point to any of file types that are supported by Excelify.io.
- Use the same process to import files from Dropbox and from Google Drive.
- Read how you can set up the app to monitor the whole FTP folder and automatically batch import any files that you upload to it.