Export from Shopify
From the app Home page section Export, you can create new export by pressing the “New Export” button.
This will open a new page in the app where you can configure your export.
Export Presets
At the very top of the New Export page you can save your export setup as a preset.
Configure your export by selecting the sheets and the columns you wish to export and save that setup to use later for manually repeating the same export job.
Note that you can also repeat jobs automatically by using export options.
Choose an export format
In the “Format” section you can click on the format to open a drop-down list of all available formats.
If your goal is to bulk update your Shopify store data or migrate to another Shopify store then you will need to select one of “Matrixify: …” formats.
We suggest using the “Matrixify: Excel” format which would export the Excel XLSX file. Excel files are a lot more stable than CSV files, allows using formulas, and are more user friendly.
If your store is very large, and your exported store data might exceed any excel limitations then select “Matrixify: CSV” format to export to the CSV file.
Select what entities to export
Click on the “Select Sheets” button to add sheets to your export file.
You can select multiple entities at the same export!
Select Columns – Select what columns to export
Click on the entity sheet to open it. There you will see groups of fields that you can select to export.
You can find what fields are under each group in Matrixify template sheets documentation.
Open the group to select individual columns/fields you wish to export.
Export only the Shopify store data you need, because that impacts the duration of how long the export will take. Export becomes significantly longer if you include Metafields.
Customize Columns – Customize how columns will be exported
By opening the “Customize Columns” section you can customize your export columns.
In this section, you can also drag column tags to change their exported position, and press on the “X” button to remove the field.
Check out this tutorial for more details on advanced exporting – Export Data from Shopify with custom columns.
Set Filters – specify what data to export
To focus on a specific list of items, use the Filters.
You can find the Shopify export filter icon in the Matrixify app when creating new export, select what you wish to export, and under that entity click on the “Filters” button.
Select the filter of your choice for your items and press “Set” to apply the filter to your next export.
When you apply the filter, the item count and estimates will not change at that point – the estimate will adjust when you actually start the export. For some filters Matrixify still has to run through all your store though, to find those items.
Options
You can specify additional options for the export like schedule export to run at a specific date and time and/or repeat the export which is handly when importing from URL to create automated import from that URL.
Exported Item Count
While the export is running you can see exactly how many items have been exported and how far the app is in the export process from all items.
This comes in handy when you are applying multiple filters to your export to see how many items exactly will be in your file.
Now, let’s decode these numbers:
Total Count – This number will display the total count of the item you have in the store. For example, the job is exporting Products and this store has 547 Products.
Processed Count – Displays how far the app is between all items. Some filters might provide the ability for the app to disregard a lot of items in bulk, so you might see the processed count jump at the start.
Exported Count – Displays how many items are actually exported and will be in your exported file.
Edit Shopify Data
Import only 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.
“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, REPLACE or DELETE.
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.
When updating items with related items – like Product Variants, then the app merges your variant rows with existing variants, by finding an existing variant of the Product by its Variant ID, then by SKU, then by Barcode, then by Option values.
To delete Variants, use the “Variant Command” column with value “DELETE”. Or put “REPLACE” if you want to replace all variants of that product to your new variant rows.
The same principle is used in other sheets and items as well, like Product images. By default, Matrixify merges existing images with your image links, but you can DELETE or REPLACE images too.
You can read detailed documentation about each command in the documentation pages of each sheet.
This stuff is powerful!
- You can update all images of all Products at once.
- You can link images to Product variants all at once.
- You can add new variants without having to list the existing variants – just import the additional variant rows, and the app will merge them automatically.
- Create and update Orders.
- And much much more.
Metafields
Since Metafields are just additional rows in the same import file, all you need to do is – put the Metafield columns and set their values as you need.
Import to Shopify
Sheet name
With the sheet name, you can tell Matrixify what you are importing.
If you wish to import Products, the sheet name needs to contain word “products”.
To import Pages, the sheet name need to contain the word “pages”, and same for other entities that you can import with the Matrixify.
In Excel import files you can also have other sheets in your import file, the app will only import those that have recognized sheet names such as “products”. Unrecognized sheets will be ignored.
If the import file has a single sheet, then the app will assume its Products unless the sheet name specifies a different entity.
Column headers
In the import file column headers would need to match our template column headers so that app can read data from them.
Column order in the file does not matter for the import and you can have additional columns in your file, if the column header will not be recognized then app will ignore such column.
In the sheet which is not ignored the maximum column header length is 361 characters for any column header – imported or ignored.
If you must have longer column headers in your import file, reach out to our support.
File size
The maximum file size for an import job is 10 GB, but if using multiple CSV files in a ZIP file then sum of all CSV files inside ZIP cannot be larger than 30GB.
Manual uploads in the app from your computer are currently limited to 5GB, if you need to import larger files, try uploading them to a file hosting service and import from a URL.
When importing CSV files make sure to ZIP them. Ideally, import from the URL so that the app can download files directly from the link not upload files from your computer.
Excel format itself can hold up to 1 million rows. But it is advised that if your data might be larger than some 600’000 rows, then use the “Matrixify: CSV” format.
Supported import formats
At the moment the app can import the following format files:
- Matrixify: Excel
- Matrixify: CSV (zipped or not zipped)
- Shopify: CSV (zipped or not zipped)
- Matrixify: Google Sheets (from Google Sheets shared public link)
- Other custom file formats developed as additional service for merchants
The app will auto-detect CSV file encoding, like UTF-8, ISO-8859-1 (Latin 1), ISO-2022-JP, etc., and automatically convert to UTF-8 as needed for Shopify.
When you upload the file, at first the app is analyzing the file. After that, you can choose the options and press the “Import” button if everything is showing ok.
Import From Locations
- Upload the file directly into the app
- URL to a file that is hosted on the web
- FTP URL to a file that is stored on FTP server
- SFTP URL to a file that is stored on SFTP server
- URL to a Dropbox file
- URL to a Google Drive file
- URL to a Google Sheet on Google Docs cloud
- URL to a Microsoft SharePoint file
Shopify Limitations
To ensure platform stability, Shopify also has many limitations of much of something you can have or import.
Before starting to import with a large dataset, it is important if there are any limitations that apply to you in Shopify.
We still do suggest contacting us to be sure that there are no other limits that could apply to you.
Know what you are doing
Test and analyze the impact of the data you are importing.
We have prepared a special checklist to make your Shopify store data imports safe – please, read that.
Options
Matrixify import provides various settings and options you can apply before starting your import.
For most imports, you do not need to adjust any options and can import files with the default options.
If selecting an option, make sure that you understand what it means.
Import Progress
As your file imports, Matrixify will show how many items are New, Updated, Replaced, Deleted or Failed.
If your import has any failed items then for each entity the app will display 5 most common errors from your file.
You can let the import run or you can cancel the import any time. When you cancel the import or the job finishes, you will be able to download the Results file.
Import Results
Afer your import finishes the app will generate an Import Results file that you can download for that specific import job.
In this results file you will see multiple columns added to the end of the file that will tell you more about the imported data and its status.
Columns with (Ref) in it are ti reference the item which was actually created or updated in Shopify.
The Import Result column will tell you the status of how each item was imported such as OK or Failed.
In the Import Comment column you can see comments about how import went for that specific item, such as error for failed items, or by what field app found the existing item to update it, warnings if there are any and other details.
Matrixify file will contain only those rows, which were imported. That way you can review, what was imported, and what were the errors.
And that way you know, which items it actually imported, so that if you need to continue, you can exclude those already imported items from the next import.
If your import speed is a concern, read more about improving import speed in the tutorial: How to maximize Shopify bulk import speed?
Maybe strange, but really useful is that each Product (or any other item) will have the same “Import Comment” value for all its rows, so when you read them, consider them about the product as a whole, not about each line.
The convenience here is that in case you need to filter rows by the import comment, you can easily filter them in Excel, and know that your filtered results will contain all the rows of that product, because the “Import Comment” column value is the same.
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.
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 our servers.
By default, the app will store all import/export files on our servers until 30 after the app has been uninstalled.
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 our servers 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
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
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
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!
