Start Free Trial
Start Free Trial

Matrixify Import and Export Job Options

Matrixify provides various settings and options you can apply and change to your import/export job before starting it.

On this page we will look into what each option means and when you should or should not apply them.

Import Options

Matrixfy Import Job Options - Shopify app schedule customize import CSV Excel XLSX

Scheduling

Scheduling Options allow you to set up the import to run automatically by specifying when it should start and how often it should repeat.

Option Description
Schedule on Choose the date and time when to actually do this import.
Date and time is listed in the stores time-zone, and will follow daylight savings time.Check out Matrixify tutorials about scheduling imports.

Default value – disabled.

Repeat every Choose the time interval, when to repeat this same import.
If used together with Schedule on option then will repeat after it runs first time based on Schedule on date and time.
For example, if you set Schedule on to be exactly at midnight and this setting to repeat every 1 day, then job will repeat every day at midnight.Check out Matrixify tutorials about scheduling imports.

Default value – disabled.

Processing

Option Description
Dry Run – convert the file and test as far as possible without actually importing anything For cases when you need to check what Matrixify will tell about your items, or you need to convert some other format to Matrixify format, and review your file before doing the actual import.

A dry run primarily checks the basic structure and format of the data, and simulates the import process without actually importing anything. It helps to catch basic errors and issues in the file.
However, during the actual import without the dry-run enabled, the app interacts with Shopify API, and most errors might be returned by the API that were not caught during the dry run. These errors could be related to specific data validation, limitations, or other issues that only surface when the data is actually being imported into Shopify.

Default value – disabled.

Import items in the order as they appear in file If you have Big or Enterprise subscription plan then the app uses its resources to import multiple items at the same time to best leverage import speed in Shopify because of this the app does not guarantee the order in which the items are imported.

You can select this option to force your items to be created in the same order as they are in the file you are importing, but since this will force to create Products one by one then the app will not use its full offered Enterprise or Big plan speed.

The most common use case for this would be when you are importing Products that will be added to the Collection which is sorted by the creation date.

Default value – disabled.

Remove ‘ apostrophe prefixes from values Helpful if you exported a file with apostrophe prefixes, and now need to import it back. Or maybe your Excel or Google Sheets data simply has apostrophe prefixes for values to force them to be interpreted as text.

Default value – disabled.

Ignore ID Will ignore the ID values of the imported file items. This makes import run faster if importing an export file from another store. Don’t ignore ID if you import data from the same store – then the app will use ID values to identify items very fast.

Default value – disabled.

Check if items already exist in Shopify

On by default
Disabled by defa
ult

Usually, you should leave this on, as the default – that is the safest way to import. So remove that checkbox, only if you are absolutely sure, what you are doing.

This import option can only be enabled by contacting Matrixify support.

If you are absolutely sure that your import is just creating new items, and they don’t exist in Shopify, you can force the app not to load any of the existing items by any of method. Just be aware that if items do exist, then there might be failed imports, errors, duplicates, or any other unexpected updates or errors if those items exist.

Default value – enabled.

Results File

Option Description
Custom Name Each import will return the Import Result file and here you can set a custom file name for the returned Import Result file. You can also include dynamic placeholders in the custom file name.

Default value – Import_Result_%Y-%m-%d_%H%M%S.

File name time source Time source used in the Results file name.

  • Started At (Default) – when the job actually started
  • Scheduled At – when job was scheduled to start
  • Saved At – when the results file finishes processing and was being saved. Essentially when the import job finishes, but as the app needs to assign file name before uploading then this date is just before finishing the job.

Default value – Started At.

File type
You are able to specify the files typer for the results file. This could be useful if you are processing the results file programmatically so that you can force the results file to always be a specific file type.

  • Decide from uploaded (Default) – results file will be the same file type that was uploaded. If uploading a CSV file then the results file will also be a CSV file.
  • CSV – no matter what file type was uploaded, the results file will be returned as a CSV file.
  • Excel – the app will try to return the results file as an Excel XLSX file. But if the results file will be over 500 000 rows, then the app will still return a CSV file.

Default value – Decide from uploaded.

Upload file to You can set the app to upload the Import Result file to your set up server or custom specified FTP/SFTP Full URL. The Import Result file will always anyway be available in the app and stored on our servers.

Default value – disabled.

 

Sheet-Specific

Option Description
Generate Redirects if changing Handles

On by default

In case if your import will change Handles for any of the items, we will automatically generate redirect from the old Handle to the new one. Enabling this makes the import run a bit slower, but at least you don’t have to worry about redirects. If you need to improve the import speed, then you can uncheck this box, but then we will not generate any redirects.

Default value – enabled.

Transliterate Handles to English alphabet

On by default

If you import any Handles that are with non-English characters (e.g. Japanese or any other language) then we will generate Handles with English characters, but such that reading them aloud it sounds like you are speaking that language. Neat trick, called transliteration! ? It’s because Handle is used in URLs, and URLs usually need to have English characters. In special cases, if you really need your Handles to be with non-English characters, then you can remove this checkbox. Read more in the tutorial.

Default value – enabled.

Continue importing the next day if Shopify daily Variant import limit is reached If you hit the Shopify daily variant limit, then you can enable this checkbox so that we automatically continue importing the rest of the file the next day. And continue every day until all your Products are imported. Read more in the tutorial.

Default value – disabled.

Remove images from Body HTML If you are in the situation that your Shopify Products have Body HTML with images, then here’s how you remove images from product descriptions in bulk. Read more in the tutorial more about removing images from Body HTML.

Default value – disabled.

Export Options

Matrixfy Export Job Options - Shopify app schedule customize export CSV Excel XLSX

Scheduling

Scheduling Options allow you to set up the export to run automatically by specifying when it should start and how often it should repeat.

Option Description
Schedule on Choose the date and time when to actually do this export (in your shop time zone). Check out Matrixify tutorials about scheduling exports.

Default value – disabled.

Repeat every Choose the time interval, how often to repeat this same export.

Default value – disabled.

Results File

Option Description
Custom Name Each export will return the exported file and here you can set a custom file name for the returned file.
You can also include dynamic placeholders in the custom file name.Default format – Export_%Y-%m-%d_%H%M%S.
File name time source Time source used in the file name.

  • Started At (Default) – when the job actually started
  • Scheduled At – when job was scheduled to start
  • Saved At – when the export finishes processing and file is being saved. Essentially when the export job finishes, but as the app needs to assign file name before saving file then this date is just before finishing the job.

Default value – Started At.

Upload file to You can set the app to upload the exported file to your set up server or custom specified FTP/SFTP Full URL. The Exported file will always anyway be available in the app and stored on our servers.

Default value – disabled.

Sorting

Option Description
Export items sorted in the order as they come from Shopify If you have Big or Enterprise Plan, then we export several items in parallel. That changes the order in which they get processed because of some export faster, some slower.
If you absolutely need to export items in the same order as Shopify API returns them, then check this checkbox.
Note that this will make your export slower than you would normally have with Big or Enterprise plans.Default value – disabled.

Formatting

Option Description
Time format Change the time format used for date fields in the exported file. Such as in Created At or Updated At columns.

Default format – 2024-03-15 12:30:13 +0200 (Default ISO)

Prefix values with ‘ (apostrophe) Specify if you wish to add apostrophes to specific column types such as Number or Phone columns.
This is useful if using Excel or Google Sheets when managing data to force them to handle the cell values as text.For example, in Excel exported phone number +61-123456 might show as -123395 because Excel does not see it as a phone number but as a mathematical formula, but with an apostrophe, it will just show the exported value as it sees it as text not a mathematical equation.Default value – Phone numbers.

CSV

These options only show up when you have selected export to a CSV file format.

Option Description
Zip CSV files

On by default

When exporting to CSV file, by default it will be compressed into a ZIP file. If you do not need to compress the CSV files, you can un-check this option.

Default value – enabled.

CSV column delimiter You can select other standard delimiters or any custom delimiter you wish.

Default value – , (comma).

CSV quote symbol CSV file cells are enclosed in quotes for programs such as Excel to be able to understand where the new cell starts and not to take the new line in e.g. description as a new row in the file.

Default value – " (double-quote).

CSV quotes forced

On by default

Makes the exported file more Excel-friendly by enclosing all cells with the quote symbol. If not selected, only cells that need to be enclosed will be.

Default value – enabled.

CSV with included BOM

On by default

When opening a CSV file in Excel – if that CSV file contains special non-English language characters encoded in UTF-8, then those characters are shown as corrupted. To tell Excel that the file is in UTF-8 encoding, and thus have those non-English characters show correctly, the CSV file needs to start with the BOM characters (Byte order mark).
However, if processing the CSV files with automation scripts, then the BOM characters might not be interpreted correctly, so it’s better to not include them if you process CSV files with scripts or other automation services. Unselecting this option will not include the BOM characters in your export.Default value – enabled.
CSV newline symbol Specify CSV files newline symbol.

Default value – LF [\n]).

CSV file encoding Select file encoding format.

Default value – UTF-8.

Good to know

  • Options marked with the “On by default” tag are switched on by default.
  • For most imports and export, you do not need to adjust any options.
  • If selecting an option, make sure that you understand what the option means.
  • If you have any questions or issues, contact us by any means listed in Matrixify “Contact Us” page.