Export Shopify Orders to CSV or XLSX
Table of Contents
- Introduction
- Connecting Easy CSV App to Shopify
- Creating a New Import Flow
- Configuring the CSV File
- Customizing Column Names
- Adding Virtual Fields
- Filtering Orders by Vendor
- Selecting Delivery Method
- Testing the Flow
- Conclusion
Introduction
In this article, we will discuss how to export Shopify orders to a CSV file and send them to your fulfillments, vendors, or warehouse. Managing multiple vendors or fulfillment centers can be challenging, especially when you need to send specific order details to each one. With the Easy CSV app, you can automate the process and create custom CSV files with ease.
Connecting Easy CSV App to Shopify
Before we begin, make sure you have connected the Easy CSV app in your Shopify store. Head over to the Shopify add-ons/plugins area and search for Easy CSV. Enable the app for your store. The app offers a free version that is recommended for most users.
Creating a New Import Flow
Once the Easy CSV app is installed and enabled, you can start creating a new import flow. Go to the app and click on "Create a New Import Page" or "Import Flow." You will be redirected to the import flow page where you can configure the settings for your CSV file.
Configuring the CSV File
On the import flow page, you will set up the CSV file that you intend to send. Each line of the file represents an item from the order. Begin by clicking on "Type in Columns" and enter a name for your import flow, such as "Shopify Order Export." This name will help you identify the flow later.
Next, choose the delivery method for your CSV file. By default, the app allows you to email the file. However, if your vendors prefer FTP or other storage options, you can customize the delivery method accordingly. For now, let's focus on emailing the file.
Customizing Column Names
When creating the import flow, you have the option to customize the column names in the CSV file. By default, the app uses standard names that are derived from Shopify data. However, you can modify these names to match your vendors' requirements.
To customize the column names, go to the import flow page and scroll down. You will see a preview of the file that will be created. If you want to change any column names, you can do so by adding virtual fields.
Adding Virtual Fields
Virtual fields are fields that don't exist in the original data but are created for the CSV file. You can add virtual fields to match your vendors' needs. For example, if a vendor requires the "UPC" column instead of "Barcode_UPC," you can create a virtual field and map it to the original field.
To add a virtual field, go to the import flow page and scroll down to the virtual fields section. Enter the desired name for the field, such as "UPC," and select the value from the corresponding field in the Shopify data. This will create a new column in the CSV file with the specified value.
Filtering Orders by Vendor
If you want to send CSV files only for orders from a specific vendor, you can set up a filter in the import flow. This way, the flow will only process orders that match the specified vendor. It's especially useful when you work with multiple vendors and want to separate their orders efficiently.
To filter orders by vendor, go to the import flow page and locate the filter section. Choose the desired vendor from the options provided. The flow will then only process orders from the selected vendor.
Selecting Delivery Method
In addition to customizing column names and filtering orders, you can also choose the delivery method for your CSV file. By default, the file is emailed as an attachment. However, if your vendors prefer a different delivery method, such as FTP or Google Drive, you can specify that in the import flow settings.
To select the delivery method, go to the import flow page and locate the delivery section. Choose the preferred method from the dropdown menu. If you choose to email the file, you can enter the recipient email address, subject line, and body of the email.
Testing the Flow
Once you have configured the import flow according to your requirements, it's important to test it before relying on it for regular use. You can turn off the scheduled fetcher and perform a force fetch to see how the CSV file looks and verify that all the settings are working correctly.
To test the flow, go to the import flow page and click on "Edit." Disable the scheduled fetcher for now. Then, perform a force fetch to generate a CSV file. Make sure to use your own email address for testing purposes. Review the file to ensure that it includes the desired columns and data.
Conclusion
Managing Shopify orders and sending them to different fulfillments, vendors, or warehouses can be streamlined with the Easy CSV app. By setting up an import flow, customizing column names, and filtering orders, you can automate the process and ensure accurate and timely delivery of order details. Take advantage of the app's flexibility and features to simplify your order management workflow.
Highlights
- Exporting Shopify orders to a CSV file
- Sending CSV files to fulfillments, vendors, or warehouses
- Automating the process with the Easy CSV app
- Customizing column names and adding virtual fields
- Filtering orders by vendor
- Choosing the delivery method for CSV files
- Testing and validating the import flow
- Simplifying order management with Easy CSV
FAQ
Q: Can I use the Easy CSV app with any Shopify plan?
A: Yes, the Easy CSV app is compatible with all Shopify plans, including the free plan.
Q: Can I customize the column names in the CSV file?
A: Yes, you can easily customize the column names to match your vendors' requirements.
Q: Can I send the CSV file via FTP instead of email?
A: Yes, the Easy CSV app allows you to choose the delivery method for the CSV file, including FTP.
Q: Can I create virtual fields in the CSV file?
A: Yes, you can add virtual fields to the CSV file and map them to the original data.
Q: Can I filter orders by vendor?
A: Yes, you can set up filters to process orders only from specific vendors.
