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How Matrixify Works

Read this page carefully and you will have strong foundation knowledge on how to get the most out of the Matrixify (formerly Excelify) app.

Matrixify Template for Shopify Data Import

Export from Shopify

New Shopify Data export set up details columns filters options format

Create a new export

Whether you’re looking to back up your store, migrate data, or simply need a spreadsheet of your store’s information for analysis, the Matrixfiy app will cover your Shopify data export needs.

Create an export in the Matrixify app, select an export format such as “Matrixify: Excel” – XLSX file for more user-friendly data management, select “Martixify: CSV” for large datasets, or export to various other Data Feed formats.
Choose the exact sheets you wish to export, such as Products, Orders, Customers and others. Export the sheet cards by clicking on them and customize your export with selected columns, filters, and more.

With the Matrixify app, you can even save your export setup as a preset for later use, or even schedule repeated and automated exports!

Export progress

Once started, the export does not go into a “black hole”- follow the export progress in the app – see estimated remaining duration, export job details, and exported item counts.
Close the browser and come back to it later – the export is running on our servers and, by default, you will be notified in an email when it finishes!

Exported spreadsheet file

After your export has finished you can download the exported spreadsheet file.
If exporting multiple data entity sheets – the exported Excel XLSX file will have multiple sheets and tabs in the same spreadsheet or multiple zipped CSV files when exporting to CSV format.


Edit Shopify Data

Import only the columns you need

When you import, you don’t have to import all columns. You can import only the columns you need to update.

The app will identify the product by “ID”, “Handle” or by “Variant SKU”. Matrixify can update or create new Collections, Customers, Orders, Pages, etc. with just a few columns, or all of them.Import to Shopify only specific fields

“Command” Column

In each sheet, you can use the “Command” column, by which you can tell, what to do with the row that is being imported.

The possible entity commands are NEW, MERGE, UPDATE, REPLACEDELETE or IGNORE.
If no Command is specified, then the app will assume the MERGE command (for Orders and Draft Orders – NEW command).

  • NEW Command would create a new item and fail if it already exists.
  • MERGE Command would update an item if it exists and create a new one if it does not exist.
  • UPDATE Command only updates an item if it exists and fails if not found.
  • REPLACE Command would delete items from the store and create a new one only from data in the file.
  • DELETE Command would delete items if found.
  • IGNORE Command will instruct the app to not import that specific item and skip it.

You can read detailed documentation about each command in the documentation pages of each sheet.

This stuff is powerful!

  • You can update Shopify Product attributes, including Variants, Images, Variant Images, Tags, Pricing, Metafields and more.
  • Bulk create, update, and delete your Shopify store data.
  • Manage all your store Metafields and Metaobjects.
  • Create and update Shopify Orders and Draft Orders.
  • And much much more.

See Tutorials for more inspiring ideas.


Import to Shopify

Matrixify app - Shopify data import, bulk update create delete replace migrate

Import template

The process of importing data into the Shopify store with Matrixify involves creating or preparing a file that matches the Matrixify template. It is done by either creating the file manually or using an exported file in the Matrixify format. Matrixify supports importing also from other system formats like when migrating to Shopify.

Matrixify Tutorials

The Matrixify website offers a wealth of tutorials and guides that cover various import scenarios. Whether you’re migrating from another platform, updating existing items, or adding new ones, there’s likely a guide that fits your needs. These resources are invaluable for understanding how to structure your import file.

Import process

Once your file is ready, upload it to the Matrixify app within your Shopify store. The app will analyze your file and may provide feedback or identify issues that need correction before proceeding. This step is crucial for catching any potential problems that could affect the import process and ensuring that the data in the files have been set up correctly.

Before starting the import, in the Options section, you can adjust and set import options such as scheduling and automation, how data is processed, and others.

You can monitor the import progress within the app, and once complete, you’ll see a summary of the import – including error and warning messages.
The data in the store will be imported in real time, so while the import is still running you can already see data being imported in the store.

With Matrixify, you can significantly improve your bulk data imports, whether you’re setting up a new store, migrating from another platform, or updating your existing Shopify store’s data.


All Jobs

When pressing the “All Jobs” button in the side-menu Navigation, you can see all the past import and export jobs. You can download all the files for each job. And you can see what happened to each of the past jobs.

More than that, you can see the future scheduled jobs as well. And you can cancel any scheduled or running jobs from here, too.

Matrixify app - Shopify data import export migrate All historic current jobs


Settings

Matrixify app - bulk import export Shopify data migrate App Settings

Security

You can change this setting if you wish for your files not to be public. Then you and others will only be able to download the files while being in the Matrixify app.
If the setting is enabled then anyone with a link to your uploaded, exported or results file can download the file giving you the maximum freedom working with your files.

Notifications

The app will send you an email about import or export jobs.
You can adjust what jobs you wish to receive an email about.

Shop Sponsoring

If you have multiple Shopify stores or just wish to transfer Shopify store data from one Shopify store to another then you can take advantage of your additional free store.
Linking the free store will automatically upgrade Matrixify to the same plan as the store where you have a paid subscription.

Servers

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

If you have set up the server in Matrixify settings, when creating import or export, you do not need to enter Username and Password again.
Only specify the path to file/folder.

Job Files Erasure

This section allows you to manage settings for deleting import and export job files from Matrixify data storage.
By default, the app will store all import/export files on Matrixify data storage without limitations. When the app has been uninstalled the files will be deleted after 30 days.

Here you can set up “Rolling erasure of job files” to automatically delete files that are older than 30, 60 or 90 days.
You can also manually trigger “Erase files for all jobs” which will remove all files from Matrixify storage up to the time when all file erasure was approved.
When applying both actions, they will require to enter the validation code sent to the store’s listed contact email address.

Once either of the settings is approved, the erasure process will start within an hour.
Automated rolling erasure will repeat once a day.

Note that if you delete your files, Matrixify Support will not be able to access those to help you with file contents, and those files are not recoverable.

Shopify API Access Scopes

From time to time we need to request to add additional Shopify API permissions for the app in your store to support new app functionality or might request to remove some permission scopes that are no longer needed.
Such changes will be shown in this Settings section if they are required.

Approved Documents

When first opening the app you approved documents such as Terms & Conditions, Privacy Notice, and Cookies Policy.

In this Settings section, you can see the direct timestamp of when you approved these documents.


Overall

Browser

When you run the export or import, you don’t need to keep the browser open – you can close Matrixify and come back later to check the progress.
Head over to the apps “All Jobs” section to find all your future, current, and past jobs including the ones that are currently running.

Each job and page in the app has a unique browser URL.
This allows you to bookmark individual pages and jobs to use as templates.
For example, you can bookmark the “Export Again” page of any previous job – to use it as a template for your typical exports, or you can bookmark a page with specific All Jobs filters applied.

Estimates

Initial import and export estimates are very approximate average because it really depends on your real data and any API limitations set by the Shopify to your store.

Once the export or import actually starts, the estimates become very precise, because then those are showing about your current export or import, with your real data.

Queued jobs

The app does not allow running multiple imports or exports at the same time as it would make each job a lot slower due to Shopify API limitations.
However,  you can queue your jobs so you do not need to wait for the previous one to finish.

When you have started your import or export you can go to the Matrixify Home page and start a new job.
Instead of running the job, the app will automatically queue it so the job will start itself when the already running job finishes.


Getting help

Tutorials

Matrixify app - tutorials bulk import export Shopify data migrate

In our website under Knowledge -> Tutorials you can find tutorials for a lot of use cases where you might use the Matrixify to bulk edit Shopify data and more.

In the “Tutorials” page, select item that you wish to import or export, for example, “Products” or “Customers“.

You can also apply Filters to your opened “Tutorials” page. That way you will be able to easier find tutorials about what you wish to achieve.

Documentation

Matrixify app - Shopify data import export migrate documentation

For each sheet in that Matrixify allows to import or export you can find documentation that explains each column from our template.

Head over to Knowledge -> Documentation on our website to find an explanation for the fields that are not clear for you.

Here you can also find a page that explains our template in general and allows you to download our Demo template file.

Contact Us

Matrixify app - Contact us support help Shopify data import export migrate bulk

If you cannot find a tutorial that you are looking for, have any issues or questions about the app, or just an amazing feature to suggest – we are here for you!