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Set up Servers for importing files to Shopify

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With Excelify you can securely save your FTP/SFTP servers and their users so you do not need to fill in all details for each import.

To save your servers head into Excelify app -> Settings in your store.
Scroll down to the “Servers” section of the page.

save save servers import export Shopify excelify app

Servers – In this first drop-down you can select and edit existing servers or select “Add New Server” to create and save a new server.

Name – Give a name for each server so that you can recognize it when creating an import. For example, if you have one server but with multiple users, then set up multiple servers with a different Name so that each user can select a server that has correct user credentials stored.

Server Type – Select what type of server this is, for example, FTP or SFTP. Each server type might have different fields needed to save the server.

FTP

When creating an FTP server connection, you would need to fill in the following details:

  • Host – your servers address, for example, “ftp.my-data-server.com
  • Port – If using default port “21” then can be left empty, or you can specify a port number if needed
  • User – username
  • Password – password of that user

SFTP

When setting up an SFTP server connection, you would need to fill in the following details:

  • Host – your servers address, for example, “ftp.my-data-server.com
  • Port – If using default port “22” then can be left empty, or you can specify a port number if needed
  • Authentication Method – You can select if the user will connect via “Password” or “Private Key

Password

If using the password authentication method, then you need to specify the username in the “User” field and users password in “Password

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Private Key

You can also set up an SFTP server where the user uses a Private Key authentication.

In this authentication method, you need to specify the username in the “User” field.
Copy your user’s private key in the “Private Key” field so that the app can read and write files to the SFTP server.

Your Private Key is saved with us in an encrypted format.

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Good to know!

  • Check out the Excelify tutorials on how to import/export from your servers.
  • Excelify will always connect to your server from this IP address, which you can add to your firewall whitelist: 54.218.250.7
  • You can always edit saved server details by going into Excelify Settings -> Server section and selecting the server to edit.