Simplify Data Management with Shopify Import/Export Presets

Managing your Shopify store often involves importing and exporting data, whether adding new products, updating product information, or exporting customer details. However, these repetitive tasks can consume valuable time. Fortunately, StoreRobo Import Export Suite by WebToffee offers a powerful solution called Presets to streamline this process. This article will discuss how to simplify data management with Shopify Import/Export presets

Presets act as saved templates for your import and export tasks. They capture the specific configuration you used for a particular data transfer, including the data types you selected, the formatting options, filters, and even the file mapping location (for imports).

This means you can:

• Save Time: No need to reconfigure import/export settings every time you perform a similar task. Simply select the relevant preset and get started!
• Reduce Errors: Presets ensure consistency by using the same configuration every time, minimizing the risk of errors caused by manual setup.
• Improve Efficiency: Streamline your workflow by quickly accessing and applying pre-defined configurations for your data transfers.

Follow these steps to create and use an export preset:

Once StoreRobo Import/Export Suite is installed,

1. Head to Apps > StoreRobo from the admin panel.
2. Under Export, select an export template and click on Proceed.
3. Select the data type to export, set up filters, and configure the FTP server if needed.
4. After all the configurations are set, Simply click on Save under the Save preset section.

5. In the popup, provide a name for your preset.
6. If you want to save the FTP configuration within the preset, select Save FTP profile and export path.
7. Finally, click on Save to save the preset.

Now, the entire selection you just made is saved as a preset. When you want to do another export with the same configuration, simply select this preset instead of configuring all these options again.

Once StoreRobo Import/Export Suite is installed,

1. Head to Apps > StoreRobo from the admin panel.
2. Under Export, select an export template and click on Proceed.
3. Expand the Available preset option and select the desired preset.
4. The preset’s configurations will be applied automatically.

All the options will be automatically selected based on the preset when selecting the filter.

Now, you can export the data with a simple click. The presets handle all the time-consuming configurations and heavy lifting.

Here’s a step-by-step guide to creating and using a preset for your import tasks:

Once StoreRobo Import/Export Suite is installed,

1. Head to Apps > StoreRobo from the admin panel.
2. Under Import, select the file to import, select an export template, and click on Proceed.
3. Select the import template, set up filters, and configure the import options.
4. After all the configurations are set, Click Save under the Save preset section.

5. In the popup, provide a name for your preset.
6. Finally, click on Save to save the preset.

Now, the entire selection you just made is saved as a preset. When you want to do another import with the same configuration, select this preset instead of configuring all these options again.

Once StoreRobo Import/Export Suite is installed,

1. Head to Apps > StoreRobo Import/Export Suite from the admin panel.
2. Under Import, select the file to import and select an export template.
3. Now, on top of the import section, you can move on with a manual import process or choose a preset you have already saved.
4. Expand the option, select the preset, and click on Proceed.

Now, on the page where you have to set up the filters and options, all the configurations will be automatically selected based on the preset you selected.

Now, you can import the data with a simple click. The presets take care of all the time-consuming configurations.