How to Use Shopify Import Export Presets for Faster Data Management

Import/export presets in StoreRobo make repeated Shopify data tasks much faster and easier. Instead of setting up the same import or export options every time, you can save your preferred configurations as presets and reuse them whenever needed. 

With saved presets, store owners can quickly apply commonly used filters, mappings, and settings without starting from scratch, helping them complete recurring data management tasks with less effort. This is especially helpful when you regularly export product data, update inventory or pricing, import customer, order, or collection details, or move data between Shopify stores.

Before we look at how to create and use these presets, let’s first understand what import/export presets are and how they work in StoreRobo.

Import/export presets in StoreRobo are saved templates that store the settings you use for a specific import or export task. Instead of selecting the same options every time, you can save them as a preset and reuse them whenever you need to perform that task again.

A preset can save different import or export configurations, such as:

• Selected data type
• Import or export template
• Filters
• Formatting options
• Column settings
• Import field mapping
• FTP/SFTP profile and export path, when applicable

This means you do not have to manually configure each step for repeated tasks from the beginning.

Presets are especially useful for tasks that follow the same structure each time. For example, if you export product data every week, update inventory using a CSV file, or import customer details in a fixed format, you can save those settings as presets and apply them with just a few clicks.

By using presets, Shopify store owners can save time, reduce manual errors, and maintain consistent import/export workflows. This makes data management more efficient, especially for stores that handle frequent product updates, order exports, customer imports, or store migrations.

Export presets in StoreRobo let you save your frequently used export settings. Instead of selecting the same template, filters, columns, and export options every time, you can save the setup as a preset and reuse it whenever needed.

This is useful for recurring export tasks where the data structure and export requirements remain the same.

When to Use an Export Preset

You can use an export preset when you regularly export the same type of data from your Shopify store. For example, you may need to export product data every week, generate order reports for your team, or send selected store data to an external system.

Export presets are useful for tasks such as:

• Exporting selected product groups
• Exporting products with specific filters
• Exporting orders for reporting or analysis
• Exporting customer or collection data
• Sending exported files to an FTP/SFTP location
• Reusing the same column and formatting settings for repeated exports

For example, if you often export only active products or products from a specific collection, you can configure the required filters once and save them as an export preset. The next time you need the same data, you can simply choose the preset instead of setting up the export again.

How to Create an Export Preset in StoreRobo

To create an export preset, first configure the export task as you normally would. Once the setup is ready, you can save it as a preset for future use.

Follow these steps:

• Go to Apps > StoreRobo from your Shopify admin panel.

Step 1: Select an Export Template

In the StoreRobo dashboard, head to the Export section. Here, you’ll see a list of available export templates based on the type of data you want to export, such as Products, Orders, Customers, Discounts, or Collections.

• Select the template that best matches your use case, then click Proceed to move to the configuration screen.

Step 2: Configure Data Type, Filters, and FTP Server (If Needed) 

This is the core of your preset. Everything you set up here gets saved for future use. Configure the export to match your exact requirements:

• Data type and columns: Select which fields and attributes you want included in the exported file, such as product titles, SKUs, prices, stock levels, or order statuses
• Filters: Narrow down the data to be exported based on conditions like product type, collection, date range, order status, or any other available criteria
• Separator: Set the appropriate column separator
• FTP/SFTP settings: If you plan to send the exported file directly to a remote server, configure the FTP or SFTP connection details here, including the server address, credentials, and destination path

Step 3: Set Up Export Preset

Once all your configurations are in order,

• Scroll down to find the Save Preset section on the same page. 
• Click the Save button there. This triggers a popup to capture your preset details.

Make sure you do this before clicking the main Export button, so the configuration is captured before the export runs.

A popup will appear prompting you to give your preset a name. Choose something clear and descriptive that reflects the purpose of the export.

For example, “Monthly Fulfilled Orders Export” or “Weekly Product Price and Stock Export”.

A well-named preset makes it easy for you (or your team) to identify and apply the right configuration quickly.

If you configured FTP/SFTP settings in Step 3 and want them included in the preset, check the Save FTP profile and export path option in the popup. This is particularly useful if you run automated or scheduled exports to a remote server, as it saves you from re-entering server credentials every time.

Once you’re satisfied with the preset name and options, click Save to store the preset. Your complete export configuration is now saved and ready to use.

The next time you need to run the same export, simply select this preset and all your settings will be applied automatically, no manual reconfiguration needed.

How to Use a Saved Export Preset

Once an export preset is saved, you can use it whenever you need to run the same export task again. StoreRobo will automatically apply the saved settings, including the selected filters and export options.

Here’s how:

In the StoreRobo dashboard, go to the Export section and select the same data type template you used when creating the preset. Click Proceed to move to the configuration screen.

Step 1: Select the Desired Preset 

On the configuration screen, expand the Available Presets option.

You’ll see a dropdown list of all the presets you’ve previously saved for that data type. Browse the list and select the preset that matches the export task you want to perform.

If you’ve followed a clear naming convention when creating presets, finding the right one should be quick and straightforward.

Step 2: Export Preset Data

As soon as you select a preset, all the saved configurations, including your selected columns, filters, file format, and FTP settings (if saved), will be automatically applied to the current export.

Review the pre-filled settings briefly to confirm everything looks correct, then click the Export button to run the export.

There’s no need to manually set anything up; the preset handles it all.

Import presets in StoreRobo helps you save the settings used for an import task and reuse them later. This is especially useful when you regularly import files that follow the same format or require the same field mapping.

Instead of configuring the import options from scratch each time, you can select a saved preset and let StoreRobo apply the saved settings automatically. This makes recurring imports faster, easier, and more consistent.

When to Use an Import Preset

You can use an import preset when you repeatedly import data with the same structure, file format, or mapping. For example, if you often upload a CSV file to update product prices, inventory quantities, or customer details, you can save the import configuration as a preset and use it for future imports.

Import presets are useful for tasks such as:

• Updating product prices using a CSV file
• Updating inventory quantities in bulk
• Importing customer data
• Importing order details from another system
• Migrating product data from another Shopify store
• Reusing the same field mapping for similar import files

How to Create an Import Preset in StoreRobo

Step 1: Choose Import File

• In the StoreRobo dashboard, head to the Import section. 
• Upload the file you want to import. This can be a CSV file on your local system, a Google Sheets URL, or an FTP/SFTP file. 
• Next, select the appropriate import data type, such as Products, Orders, Customers, or Discounts. 
• Once done, click Upload to move to the configuration screen.

Step 2: Set Up Filters and Configure Import Options 

This is the most important step, as this is the configuration that will be saved to your preset.

Configure the import options as needed. This may include choosing how to handle existing data, selecting filters, or setting other import preferences.

Take your time here, since getting this right means you won’t have to repeat it for future imports.

Step 3: Set Up Import Preset

Once all your configurations are in place, scroll down to find the Save Preset section on the same page.

Click the Save button there. This triggers a popup to capture your preset details.

In the popup that appears, enter a clear, descriptive name for your preset, such as “Weekly Product Stock Import” or “Customer Data Import – New Subscribers,” so it’s easy to identify later. Once named, click Save to store the preset.

Once saved, the import preset stores the selected configuration, including the template, import options, filters, and field mapping. The next time you import a file with a similar structure, you can simply choose the saved preset instead of setting up everything again. This helps speed up the import process, reduces repetitive work, and lowers the risk of mapping errors.

How to Use a Saved Import Preset 

Once you have created an import preset, you can use it whenever you need to run a similar import task again. This is helpful when your import file follows the same structure or requires the same mapping and settings as a previous import.

Follow these steps to use an import preset:

Step 1: Select Import File

In the StoreRobo dashboard, go to the Import section. Upload or provide the file you want to import, whether it’s a local CSV file, a Google Sheets URL, or a file on your FTP/SFTP server.

Then select the import template that corresponds to your data type, such as Products, Orders, or Customers.

Step 2: Select Import Preset 

At the top of the import section, StoreRobo gives you two paths to proceed. You can either configure the import manually from scratch or select a preset you’ve already saved.

If this is a recurring task you’ve run before, selecting a preset is the faster and more reliable option, as it eliminates the need to re-enter all your settings.

• Expand the preset dropdown, browse the list of saved presets, and select the one that matches your current import task. 

• Once selected, click Upload. StoreRobo will automatically apply all the saved configurations, including column mappings, import behavior, and filters, to the current session. 

You’ll land on the configuration screen with everything already filled in, exactly as you set it up when creating the preset. Review the pre-applied settings briefly to confirm they look correct for this import, then click the Import button to run it.

The preset handles all the heavy lifting, so what would otherwise take several minutes of manual setup is reduced to just a couple of clicks.

StoreRobo import/export presets can speed up Shopify data management, but using them properly is important. A well-created preset helps you save time, avoid repeated setup, and reduce errors. Here are some best practices for creating and using import/export presets in StoreRobo.

1. Use Clear Preset Names

Give each preset a clear and descriptive name so you can easily identify its purpose later. Avoid using vague names like Product Export 1 or Import Preset New, as they can become confusing when you create multiple presets.

A good preset name should clearly indicate what the preset is used for. You can include details such as:

• Data type
• Purpose of the task
• Frequency of use
• Filter condition

For example, instead of naming a preset Product Export, you can name it Weekly Active Products Export. This makes it clear that the preset is used to export active products on a weekly basis.

2. Review Presets Before Running Critical Imports

Before running an important import, always review the selected preset and its saved settings. This is especially important when the import can update existing store data, such as product prices, stock quantities, customer details, order information, or collection data.

Imports can make changes to your Shopify store in bulk. If the wrong preset is selected or if the saved field mapping no longer matches your file, it may update the wrong fields or overwrite important information.

Before running a critical import, check:

• Whether the selected preset matches the current task
• Whether the file structure is correct
• Whether the field mapping is accurate
• Whether the import options are still relevant
• Whether the data type and template are correct

Taking a few moments to review the configuration can help prevent costly mistakes and keep your store data accurate.

3. Create Separate Presets for Different Workflows

Avoid using one generic preset for multiple tasks. While it may seem convenient at first, a single preset used for different workflows can lead to confusion and errors.

For better organization, create separate presets for each specific workflow. For example, you can have different presets for:

• Product exports
• Product price imports
• Inventory updates
• Customer imports
• Order exports
• Collection exports
• Discount imports
• Store migration tasks

This helps keep each workflow clean and easy to manage. For example, a preset created for updating product prices should not be reused for inventory updates unless the file structure and field mapping are exactly the same.

Separate presets make it easier to choose the right configuration and ensure that each task runs with the correct settings.

4. Keep CSV Structures Consistent

For import presets, it is best to keep your CSV file structure consistent whenever possible. Since import presets often save field mappings and import settings, changing the column names or column order in your CSV file may affect how the data is mapped during import.

For example, if your saved preset maps a column named Price to the Shopify price field, but your new file uses a different column name, such as Product Cost, the mapping may not work as expected.

To avoid mapping issues:

• Use the same column names for recurring imports
• Keep the column order consistent where possible
• Avoid removing required columns from the file
• Use the same file format for repeated imports
• Check mappings when using a file from a new source

A consistent CSV structure helps StoreRobo apply saved mappings more accurately. This makes recurring imports smoother and reduces the chances of import errors.

StoreRobo import/export presets make repetitive Shopify data management tasks easier by letting you save and reuse frequently used configurations. Instead of setting up templates, filters, column settings, field mappings, or FTP/SFTP details every time, you can simply apply a saved preset and complete the task faster.

This helps ensure faster imports and exports, consistent configurations, fewer manual errors, and better workflow efficiency. Whether you are updating inventory, importing product prices, exporting order reports, or moving data between stores, presets can simplify the process.

Create presets for the import and export tasks you perform most often in StoreRobo. It is a practical way to manage Shopify store data more efficiently and keep recurring workflows organized.