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StoreRobo Import Export Suite for Shopify – Setup Guide

Last updated on March 22, 2024

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 types via CSV files. This guide walks you through the setup process of the StoreRobo Import Export Suite and provides detailed instructions on importing or exporting products in Shopify using StoreRobo.

Major features include

  • 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

Available data types for Import/Export

Installation

To install the StoreFrog recommendations on your store:

  • In the Shopify app store, search for StoreRobo Import Export Suite.
  • From the product page, click on Install.
  • From the newly opened window confirm your installation by clicking on the Install app button at the top right corner.

StoreRobo will now be installed on your Shopify store.

Getting Started

Once the application is successfully installed,

  • From the Shopify admin panel, navigate to Apps.
  • Under the Installed apps section, select the option StoreRobo Import Export Suite.

You will be taken to the Home page. On the sidebar menu, the StoreRobo app options will be visible.

storerobo 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 – Here, you can view the scheduled import and export operations.
  • Plans – Displays the product plans and the features it provide for the free, basic, pro, and enterprise versions.
  • Help – This will direct you to the help guide of the StoreRobo Import Export app.
Please note that all the features available in your application may vary based on the plan you are using. The setup guide includes all available features and options.

Home

From the Home page, you can access the product import/export options.

  • On the top, you will see the Export option, where you have the option to 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.

Choose Template

In the Choose template section, you can click on the Choose export template option 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.

Select the Options

This section outlines multiple options for configuring your data export. For ease of use, the section is divided into three parts.

Select the Options
Select the Options

Select data

This section provides 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 chosen, you can expand the selected data to access options for choosing specific columns to export and filtering the desired data for export.

Export columns
Export columns
  • 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.
Available export columns
Available filters

Export file to FTP/SFTP

The section allows you to configure an FTP profile. After connecting to the FTP/SFTP server, the exported data will be stored in the selected path. Multiple products can be configured. Enable the checkbox and click on Add Profile to set up an FTP 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 – 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. 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 is listening 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.

Save preset

Once all the settings on the page have been configured, this section allows for saving all the set configurations as a preset. This enables future data exports to use the same format without needing to reconfigure 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.

scheduling
Scheduling
  • Schedule on – The date and time for the export to start.
  • Repeat every – Enable to set up repeated export in fixed intervals. Specify the frequency of export in the dedicated field.

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 number of products in the store. After finishing the export, the Status will be set as completed. Click on the Download File button to download the product CSV file exported from your Shopify store.

Completed export
Completed export
  • Job ID: The ID for the product export action.
  • Identified: Total number of products identified in your store.
  • Skipped: Number of products skipped from being exported. (Only visible if any product filters are selected)
  • Started At: The start date and time information.
  • Status: The status of the export process. 
  • Exported: Number of products exported.
  • Failed: Number of failed products from exporting. (if any)
  • Ended At: The end date and time information.

Import

Import data to shopify
Import data to shopify

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

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

Choose Template

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

Import file from

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

Select data type

On selecting the import path, this section allows you to choose which data you are importing.

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

Select the options

This section provides an overview of the imported data and offers various options to manipulate the data.

overview of the imported data

Import Template

The application automatically selects an import template based on the imported file. Ensure that the selected 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 from the CSV file. 

Number of fields identified and ignored

You can click on the dropdown arrow to view what fields are ignored.

Map import columns (Only for Custom CSV template)

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

The mapping files are categorized into:

  • General – Basic columns related to the data type.
  • Image – Image-specific columns will be listed here.
  • Variant – Product variant-specific columns will be listed here.
  • Inventory – Inventory-specific columns will be listed here.
Map import columns
Map import columns

Filters (Only for products)

You have the option to filter the data from being imported based on the status. Under the Product Status dropdown, choose the product status on which the products are to be imported.

The three available options are:

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

Options

Here, you have different options to import products to your Shopify stores.

  • Ignore ID – Ignore the existing product ID column and generate a new ID for each imported product.
  • Update If products exist in the store – If the imported product is already available in the store, rather than adding it as a new product, update the existing product with the imported data. The existing product is identified based on the Product handle, ID, and SKU.
  • Skip import of new products – If the product being imported is new, skip the import of that specific product. This feature comes in handy when your sole intention is only to update the current products.
  • Publish New product –If new products are included in the import file, they will be automatically published on the store. Conversely, if this feature is disabled, the product will remain in draft status and you’ll need to manually publish it.

Save preset

Once all the settings on the page have been configured, this section allows for saving all the set configurations as a preset. This enables future data exports to use the same format without needing to reconfigure 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.

scheduling
Scheduling
  • Schedule on – The date and time for the export to start.
  • Repeat every – Enable to set up repeated export in fixed intervals. Specify the frequency of export in the dedicated field.

Import

Clicking on the Import button in the previous step will initiate the import process in the store. The duration of the import will depend on the number of products getting imported.

After finishing the import, the Status will be changed to completed. Click on the Log button to download the product import log. 

Completed import
Completed import

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

  • Job ID: The ID for the product import action.
  • Identified: Total number of products identified in your store.
  • Skipped: Number of products skipped from being imported. (Only visible if you selected any product filters or choose to skip products from being imported)
  • Started At: The start date and time information.
  • Status: The status of the import process. 
  • Imported: Number of products imported.
  • Failed: Number of failed products from importing. (if any)
  • Ended At: The end date and time information.

Log History

Under the SR Product Import Export sidebar menu, select the Log History option to access the import/export log history page. You can view detailed log information on the import/export actions by downloading the log file. 

Log history
Log history

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: Time duration for importing or exporting the product data. 
  • Status: The status of the import/export actions. 

You will find a button to download the import log file for Import. As for Export, there will be a button available to download the data CSV file.

Scheduled Jobs

The Scheduled Jobs tab lists all the scheduled processes for import and export. You can view the run log if needed.

Scheduled jobs
Scheduled jobs