StoreRobo Import Export Suite for Shopify – Setup Guide

The StoreRobo Import Export Suite offers a comprehensive solution for managing data imports and exports for your Shopify store. This app enables store owners to efficiently handle bulk imports, exports, migrations, or updates of products, collections, customers, and more data via CSV files. This guide walks you through the StoreRobo Import Export Suite setup process and provides detailed instructions on importing or exporting data in Shopify using StoreRobo.

• Import, export & migrate products, collections, customers & discounts in Shopify
• Import custom CSV with column mapping option
• Scheduled import-export actions
• Advanced filters for import/export
• Import data using public URL, FTP/SFTP, and WooCommerce API

To install the StoreRobo recommendations on your store:

• In the Shopify app store, search for StoreRobo Import Export Suite.
• From the product page, click on Install.

• Confirm your installation from the newly opened window by clicking on the Install app button at the top right corner.

StoreRobo will now be installed on your Shopify store.

Once the application is successfully installed,

• From the Shopify admin panel, navigate to Apps.
• Under Installed apps, select StoreRobo.

You will be taken to the Home page. The StoreRobo app options are visible on the sidebar menu.

The available options under the StoreRobo menu are as follows:

• Home – This option will take you to the Home page of the Import/Export plugin, where you initiate product import/export actions on your Shopify store.
• Log History – This option will take you to the Import/Export History page, where you can view the details of the import/export actions on your store. You can also download the export file from the previously exported logs.
• Scheduled Jobs – You can view the planned import and export operations here.
• Plans—This section displays the product plans and the features they provide for free, basic, pro, and enterprise versions.
• Settings – Manage the general settings related to your import and export operations and manage the import/export history.

You can access the import/export options from the Home page.

• You will see the Export option at the top, where you can export different data types from your Shopify store.
• At the bottom, you have the Import option, where you can upload CSV files for different data types and import them to your Shopify store. 

Export 

With the export option, you can export the below data type:

There are a total of three steps in the export process.

Click the Choose export template option in the Choose template section to open a drop-down list of all available formats.

Currently, the app supports:

• Google Shopping Feed
• Shopify CSV

Select the required and click on Proceed.

This section outlines multiple options for configuring your data export and is divided into four parts for ease of use.

Select data

Options to select the data types to export and filtering options on the selected data to let you select and export only the needed data.

Once a data type is selected, you can expand it to access options for choosing specific columns to export and filtering the data for export.

• Columns – List all the attributes associated with the chosen data type. The selected attributes will be exported.
• Filters – List of available filters to sort down the exporting data. (ex: export data added in the last 30 days). Click on Add new filter to set up filters.

Export file to FTP/SFTP

This section allows you to set up an FTP profile. Once connected to the FTP/SFTP server, the exported data will be saved in your chosen path. You can configure multiple profiles. To create an FTP profile, check the box and click Add Profile.

• Profile – Descriptive names to the profiles, making it easier to identify the specific server you want to connect to. (Only used inside the application)
• Server/Domain name – The web address you’ll use to connect to the FTP server. If the FTP server has a registered domain name, you can enter that directly in the field. This is often the case for publicly accessible FTP servers. If you don’t have the domain name or you’re connecting to a private FTP server within your network, you’ll need to enter the server’s IP address in this field.
• Connection type – determines how the data transfer channel is established between your FTP client and the server.
  • FTP—This refers to a standard FTP connection. It doesn’t encrypt the data being transferred. It’s faster but not secure for sensitive information.
  • SFTP – This stands for Secure File Transfer Protocol. It uses SSH (Secure Shell) for secure communication, encrypting all data transfers between the client and server.
• Port no – Port on which the server listens for incoming FTP connections.
• Username – Username that grants you access to the specific FTP server.
• Password – Password for the selected username.
• Default export location – Refers to where these exported files are saved on the server.

Choose separator

The selected separator will be used as a delimiter inside the exported CSV file.

Save preset

Once all the page settings have been configured, this section allows you to save all the set configurations as a preset. This enables future data exports to use the same format without reconfiguring the data each time.

Schedule

The section allows you to schedule exports for future dates or configure repeated exports at fixed intervals. Click on the Schedule now button to access the configuration page.

• Schedule on – The date and time for the export to start.
• Repeat every -This option allows you to set up repeated exports at fixed intervals. In the dedicated field, specify the frequency of export.

Clicking on the Export button in the previous step will initiate the export process in the store. The export duration will depend on the data size of the export you opted for. After finishing the export, the Status will be set to Completed. Click on the Download File button to download the CSV file exported from your Shopify store.

• Job ID: The ID for the export action.
• Identified: Total number of data entries identified in your store for the selected data type.
• Skipped: Number of data entries skipped from being exported.
• Started At: The start date and time information.
• Status: The status of the export process. 
• Exported: Number of data entries exported.
• Failed: Number of failed data entries to export.
• Ended At: The end date and time information.

With the import option, you can import the below data type:

There are three steps in the import process, similar to export.

The section allows you to select the import file location and import data type.

Import file from

Enable the selection of an import path for the data. The data can be imported from:

• Local storage – Upload the file directly to the app from the local device.
• URL – Enter the URL to a file that is hosted on the web
• FTP/SFTP server – Connect to an FTP profile with the data.
• WooCommerce API – Connect to WooCommerce site with data using API.

Select data type

When selecting the import path, this section allows you to choose which data to import.

When selecting the import path and data type, click on Proceed or Upload to move to the next tab.

This section overviews the imported data and offers various configuration options to ensure a smooth import. The options available will vary based on the selected data type.

Import Template

The application automatically selects an import template based on the imported file. Ensure that the chosen template is correct. If not, make the selection manually. The supported templates are:

• Shopify CSV
• WooCommerce CSV
• Custom CSV

Here, on the top, you can see the number of rows identified and the number of columns ignored in the CSV file. 

Map import columns (Only for Custom CSV template for product data)

The following mapping screen will be displayed if the Custom CSV template is selected. This section facilitates the column mapping in the import files with the data fields accessible in the Shopify store. This ensures that all data is imported to the correct path, even if the column names differ between the import file and the Shopify store.

The section will list all available columns in the store and provide an option to map them with the columns found in the CSV file by the app.

Filters (Only for products)

Filter data from being imported based on the status. Under the Product Status dropdown, choose the product status on which the products will be imported.

The three available options are:

• Active: Import active products only.
• Draft: Import drafted products only.
• Archived: Import archived products only.

Options

Options for importing data to your Shopify stores. The options will vary based on the data type selected.

Save preset

Once all the settings have been configured, this section allows you to save all the set configurations as a preset. This enables future data exports to use the same format without reconfiguring the data each time.

Schedule

The section allows you to schedule exports for future dates or configure repeated exports at fixed intervals. Click on the Schedule now button to access the configuration page.

• Schedule on – The date and time for the export to start.
• Repeat every – This option allows you to set up repeated exports in fixed intervals. In the dedicated field, specify the frequency of export.

Clicking the Import button initiates the import process in the store. The import duration depends on the number of data entries and the size of the file being imported.

After the import is finished, the Status will change to completed. Click on the Log button to download the import log. 

The fields in the import screen are similar to the export screen.

• Job ID: The ID for the import action.
• Identified: Total number of data entries identified in the CSV file for the selected data type.
• Skipped: Number of data entries skipped from being imported.
• Started At: The start date and time information.
• Status: The status of the import process. 
• Exported: Number of data entries imported.
• Failed: Number of failed data entries to import.
• Ended At: The end date and time information.

Under the StoreRobo sidebar menu, select the Log History option to access the import/export log history page. After downloading the log file, you can view detailed log information on the import/export actions. 

You can see several fields here:

• ID: Job ID for import/export actions on your store.
• Imported/Exported: Number of selected data types imported/exported.
• Started At: The start time and date information of the import/export process. 
• Duration: Import/export duration of the data. 
• Status: The status of the import/export actions. 

You will find a button to download the import log file for import and a button to download the data CSV file for export.

The Scheduled Jobs tab lists all the scheduled processes for import and export. If necessary, you can view the run log.

Access general settings that apply to all import and export processes and manage your import history, FTP profiles, and presets.

Manage import and export-related emails. By default, you will be notified of failed jobs and finished jobs.

You can use this section to clean up your import export history and the imported files that are saved in the server. You have options to:

• Delete the import file from the server after the import is completed.
• Schedule deletion process to clear import/export files older than selected days.
• Clear all history – Clear the entire import/export history with a click.

Set a global field separator/delimiter for imports and exports. This sets a default delimiter for your import/export jobs, but it can be customized for individual jobs during the process.

Lists all FTP profiles created for imports and exports with details like Profile name, FTP username, FTP Server Host/IP, FTP port. You can Edit, Delete, or Add a new FTP profile from here.

List all presets configured within the app making it easy to identify and delete unnecessary presets.