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Shopify Data Export App: A Complete Guide to Exportier - Data Export

Published: March 9, 2023
Last Updated: November 21, 2023
Support Team Lead at Alpha Serve
While the native Shopify data export functionality is limited in many ways, such Shopify Data Export App as Exportier - Data Export will help you to extract relevant and actionable insights from your eCommerce activities.

Shopify is an excellent platform for eCommerce businesses and a great source of data that can be used to improve your sales and grow your business as a whole, save the products or customers lists, share information with interested persons, etc.


In this article, we will guide you on how to export data from Shopify easily with Alpha Serve’s Shopify data export app - Exportier.
Shopify Data Export Made Easy: A Complete Guide to Exportier - Data Export App

It is a table of contents. Click on the needed subheading and switch between parts of the article.

Shopify Export Feature: Pros and Cons

Whenever you want to export Shopify data, you can always opt to use the platform's inbuilt features. But as it usually goes with the auxiliary functionality, it has both pros and cons. Let’s see them in detail.

On the positive side, you will have the possibility to export Shopify data from the most popular categories like Orders, Products, and Customers manually and even have some preselection options. You can choose to export all data from the category, data from the current page, or select each item for export manually. Depending on the type of data, additional filters are available, for example, you can export Orders by date.

If you need your data for reporting or analysis, you can extract information from some subcategories foreseen by the Shopify platform. For example, the Products data type contains details about the Gift cards and Inventory items. Each of them can be exported as a CSV file. Read how to export products here.

Similarly, the Orders section includes such subcategories as Abandoned checkouts and Drafts that are also available for export. The detailed how-to instruction can be found here.

And the Customers category offers additional data on Discount codes and Inventory items for manual export in CSV format. Find all information here.
However, there are also some points you should bear in mind when you export your Shopify Store data, as Shopify native export features have some limitations:

  • Manual Shopify CSV export is not as detailed as one may wish. For example, if you want to know how customers find your eCommerce website and why they buy your particular products or cancel their orders, you might need more flexible and advanced data export options. Other valuable data you can easily miss using the built-in Shopify export includes but is not limited to the discounts and taxes applied, the date and time when the order was processed or updated, the customer's use, etc. And, as we said before, you can only export data related to Products, Customers, and Orders. Therefore you can’t export Product Variants, Draft Orders, Bank Accounts, Inventory Items, Disputes, Collections, Tender Transactions, and Payouts.

  • Without the use of filters, the results exported can contain an abundance of superfluous information that can significantly slow down the speed of the export process. Furthermore, the presence of this unnecessary information can necessitate the need for additional manual work to clean the exported report later. It is important to note that filters are not available by default; thus, it is essential to take this into account before beginning the process of exporting.

  • The automation of the data export process is unfortunately not possible; instead, all exports must be completed manually. This is an important factor to consider for those who must regularly export Shopify data, as it will affect the approach they take to ensure the most efficient process. Manual exports require more dedicated attention and can be quite time-consuming, particularly if the Shopify data must be exported on a regular basis.

  • It can take a lot of time to fetch data with the Shopify native features. The platform states that a .csv export of 400,000 orders may take about four hours. However, various technical problems could arise during this time, potentially increasing the export duration significantly. Thus, while you are preparing your report, you might receive new orders, customers, etc., and the information will be already outdated. If you have a big store, you may need to download several reports and then integrate data manually or with other software solutions.

To conclude, you can see that the Shopify native export features are enough for one-time export or for small stores when you do not need to differentiate your data and may fetch it quickly. It’s also a great option when you only need to export basic data related to Products, Orders, and Customers. However, it is not the best solution for the big stores, regular updates, and detailed reports and forecasting, as in that case, you might need to get a specific set of information, larger amounts of data, and more advanced filtering options.

To get over these limitations,s you can export your Shopify data with the REST API. This will allow you to fetch the data to Google Sheets, Excel, or BigQuery. But in this case, you may need some coding skills and technical knowledge. Otherwise, you can select to use the third-party Shopify data export app like Exportier — Data Export.

Exportier — Data Export Overview

Exportier — Data Export app from Alpha Serve allows you to export data to CSV (.csv) and Excel (.xlsx) file format to generate Shopify reports, use this data for analysis directly, or import to a Business intelligence tool of your choice.
Intro to Exportier — Data Export
Unlike Shopify's in-build export functionality, Exportier gives users the ability to export Shopify data from all fields in the key segments, such as Products, Customers, Orders, Inventory Items, Product Variants, Draft Orders, Transactions, Bank Accounts, Disputes, Payouts, Collections, and Gift Cards.

Features

Unlike Shopify's in-build export functionality, Exportier gives users the ability to export Shopify data from all fields in the key segments, such as Products, Customers, Orders, Inventory Items, Product Variants, Draft Orders, Transactions, Bank Accounts, Disputes, Payouts, Collections, and Gift Cards.

There are also some other useful features we will focus on in this section. Exportier — Data Export allows you to do the following:

1) Manage unlimited Shopify data. Unlimited data export capabilities mean that users are not constrained by the size of their Shopify store or the volume of their data, enabling them to easily manage their data, regardless of the scale of their operations. As such, Exportier represents an essential tool for any e-commerce operation seeking to manage and optimize their Shopify data exports.

2) Use Advanced filtering options. The app has various filters that enable users to export only data relevant to their needs. This is an incredibly useful feature, as it provides increased accuracy and saves a significant amount of time and effort for data processing. In other words, the filters help to ensure that the user obtains only the information they need without having to sift through an array of irrelevant data manually. Furthermore, the presence of such filters minimizes the data exporting process's duration and reduces the amount of manual labor required.

3) Create Shopify reports from templates. For those who may not have the necessary expertise to create their own Shopify reports or those who need standardized reports, the app provides report templates with pre-selected fields and filters. By utilizing pre-built templates, users will be able to quickly set up their data exports in a fraction of the time that would be needed to create their own. Furthermore, these templates will provide users with reliable and accurate data for their eCommerce analysis. Shopify reports templates are an excellent option for users looking to maximize their data export experience.

4) Schedule automated data export. With our data export app, Shopify information can be extracted to CSV or EXCEL files on a daily, weekly, or monthly basis without additional effort. Users only need to select the fields for their reports and set the schedule. The relevant data will be automatically exported for the user to have at the pre-selected time.

5) Choose data storage options. Users can keep their exported data inside the Exportier app or send it to Google Drive or FTP. Additionally, the data can be accessed and retrieved from any of these locations at any point in time, providing a great deal of accessibility and flexibility for users.

6) Enable Email notifications. The user can set up email notifications to receive the confirmation letter once the Shopify data export is ready. This ensures that the user does not have to continually check the report's status, as they will be quickly and reliably notified as soon as the data export is complete. This provides the user with a much more pleasant and efficient experience while allowing them to spend their time more productively.

7) Create a Custom-calculated column. The Exportier application allows users to add a custom column based on calculations derived from existing columns. By specifying the desired mathematical operation and the data to perform this action on, users can calculate and export anything they need that is not available by default, such as Shopify Sales, Profit, and Margin, among others.

Interface

The Exportier - Data Export app interface provides a user-friendly platform that is simple and intuitive to navigate.

The Main screen will appear when you open the app.
Intro to Exportier — Data Export
Here you will see all the reports created for export. Near to each report, you will see a status (whether it is ready or not yet) and some actions you can do with the reports.

Possible options include the following:
  • Generate report;
  • Delete;
  • Clone;
  • Download;
  • Export history.

The Exportier app features a Menu at the top right corner of the Main page, enabling users to access various sections, including Subscription, Settings, Documentation, and Support request.
Intro to Exportier — Data Export
The Subscription page displays the current pricing plan. Here you can easily compare the features of each plan and switch to a different subscription if needed.
Intro to Exportier — Data Export
The Settings page is designed to help you set up default report settings and data storage location, define the file name format and connect to Google Drive or FTP server to fetch reports.
Intro to Exportier — Data Export
Intro to Exportier — Data Export
The Documentation page contains all supporting papers with all necessary information about the app and is accessible from any screen. Finally, the Support request page lets users contact the support team.


From the Main page, you are able to create a new report. You can find the New Report button in the upper right corner of the screen. Click it directly if you want to configure the report on your own, or hit the triangle on the right of the button to choose a template with preselected options.
Intro to Exportier — Data Export
When you click the New Report button, the Report Settings page will open. Let’s study it in more detail before proceeding with other screens.

The Report Settings screen contains all the settings users need or may apply to their reports.
Intro to Exportier — Data Export
The first block, Export options, enables users to select the data type for export, thereby ensuring the accurate exportation of data. Users may choose from such categories as Products, Customers, Orders, Inventory items, Product variants, Draft orders, Tender Transactions, Bank Accounts, Disputes, Payouts, and Collections.

The second block, Filters, provides users with various options to apply filters that refine and optimize Shopify data exportation. The set of filters available in this field will depend on the data type you have chosen during the previous step.

In the third block, Columns, users can rearrange the order of columns and add a custom column, complete with their own calculation, enabling more flexibility for adding new columns than the ones provided out of the box in Exportier.


The Fields & Rows tabs allow users to select specific checkboxes that indicate what data to include in the exported report file. Fields for each data type are divided into sub-categories for easy navigation. For the full list of fields available for export, visit the Exportier documentation.

Users can also switch to the Rows tab to choose whether they want to include the Header row with the column names in the final report and set up the Footer row if needed.

In the right sidebar, the Settings section requires users to provide a name for the report and configure the file format, email notifications, storage location, etc.

Finally, the last block is the Export scheduler, which enables users to set up the periodicity of data export to ensure that the latest data is exported regularly. The reports may be prepared every day, on a definite day of the week, or monthly (at the beginning or at the end of each month). Data preparation start time is also able to be configured.

So as you can see, the Exportier app boasts an excellent and straightforward user interface, making it easy for users to manage their Shopify data export without the need for complex calculations or technical knowledge.

Pricing Plans & Billing

The app provides three main plans: Basic, Professional, and Unlimited.

The basic one is totally free. With this option, you can create and export as many reports as you wish. However, they are limited to 50 rows per export. The plan also includes up to 3 export files stored in Exportier and a monthly export scheduler.

The professional plan will cost you $8.99/month. It allows downloading of unlimited reports with up to 500 rows per export. With this plan, you can store up to 10 export files in Exportier and get your data exported automatically monthly or weekly with the built-in scheduler. This plan also provides users with a Custom Column feature, which allows you to add a column with calculations based on data from other columns to your report.

Finally, the unlimited plan will give you an unlimited number of reports with unlimited rows per export and the possibility to schedule daily data export. With this plan, costing $24.99/month, you will also be able to store up to 500 export files in Exportier and will be able to use the Custom Column feature.

For more information about app charges, read the Subscriptions section at the Shopify Help Center or check Exportier documentation.

Getting Started with Exportier — Data Export

Now, if you feel the Exportier — Data Export app is the right tool for you and your Shopify data export, we will guide you on how to install, configure and use it to the greatest benefit.

Install Exportier Data Export

First, ensure you have proper Shopify account rights to install the app, then follow the instructions below:

Step 1. Navigate to the Exportier — Data Export page on the Shopify App Store and click Add app.
Getting Started with Exportier — Data Export
Step 2. A Confirmation pop-up window will appear. Read all details and click Install app.
Getting Started with Exportier — Data Export
Step 3. Once the installation is launched, the application will be automatically added to your Shopify apps and you will be able to work with it immediately.

Set up Google Drive or FTP Integration (Optional)

Our users find it exceptionally convenient to store the data in Exportier itself. This option is available by default. But you can also fetch your data directly to Google Drive or FTP. And in these cases, you will need to set up the appropriate integrations in advance.

Google Drive integration

Open the main Menu and navigate the path: Settings → Storage → Connect to Google Drive.
Getting Started with Exportier — Data Export
In the corresponding field, enter your Google credentials, and click the Allow button.
Getting Started with Exportier — Data Export

FTP Server integration

In almost the same way, you can configure all your data exported with Exportier — Data Export to be fed to the FTP server.

From the main Menu, go to Settings → Storage → Configure FTP connection.
Select configure FTP settings and click Apply button.
Getting Started with Exportier — Data Export
The test connection button allows checking the corresponding FTP connection.

Configure Shopify Data Export Report

To start exporting your eCommerce data and benefit from it to the maximum, you need to configure your exporting options. In this section, we will guide you through all the preparation stages.

The first step will be to create a report, which is to define the main parameters for your data export.

As mentioned in the previous sections, you can do it from the Main page. Simply click on the New Report button.
Getting Started with Exportier — Data Export
A new pop-up window will appear where you will be able to set up report parameters in accordance with your preferences and criteria.

1. Select the data type for the default tab. Available options include:
  • Products
  • Customers
  • Orders
  • Inventory Items
  • Product Variants
  • Draft Orders
  • Tender Transactions
  • Bank Accounts
  • Disputes
  • Payouts
  • Collections.
To see the complete list of fields, visit the documentation.
Getting Started with Exportier — Data Export
2. In the Filters section, you can add filters that will help to sort out the data you will not need to use in your report.
Getting Started with Exportier — Data Export
3. In the next section, it is possible to arrange columns in the preferable order by dragging them to the preferred positions.

4. Under the title Fields, you will see fields available for export. You should check the boxes in front of those you want to add to your export file.
Getting Started with Exportier — Data Export
5. The Rows section allows you to configure the header and footer rows in accordance with your future use or data processing requirements.

In the Header row section, you can either opt to include the header in your report or omit it.

The Footer row contains predefined columns (selected on the Fields tab) for which you can set specific text values such as =AVERAGE =COUNT =COUNTA =MIN =MAX =SUM. They will be converted to math functions. You can also click on the “calc” icon to paste the predefined functions.
Getting Started with Exportier — Data Export
On the right sidebar, there is a Settings section where you can configure the file name and description (optional), file type, set up email notifications, choose the storage destination, and schedule your reports.
Getting Started with Exportier — Data Export
6. Click the Edit button under the File settings section. Here you will be asked to
a) Choose a file format: Excel or CSV;
b) Configure the filename format;
с) Set up file type-related preferences.
See here how you can further modify the data format for your export file and data type.

7. Set up Email notifications if you wish to get notices each time your data is prepared for export.
Click the Edit button in the Email notification section and switch the notification checkmark to the desired position. Add the preferred email address or several addresses separated by a comma, and click Apply to save changes.

8. Select where to store your report. Click Edit in the Storage section. Check the box in front of the store option of your choice. You can store your report in Exportier, Google Drive or FTP Server. Click Apply to save changes.

9. Schedule your data export if you want to have data prepared automatically on a regular basis.
Getting Started with Exportier — Data Export
Getting Started with Exportier — Data Export
In the Export scheduler section, select the required data update period and report preparation start time. Click Save to apply changes and save your report.

Run Shopify Data Export

When you have your report created, you can run the data export. To do this, you need to go to the Main page.

Here you will see all your reports. The newly created one(s) will have a “Not ready” status.
Getting Started with Exportier — Data Export
To start data preparation, click on the Run button. The status will be changed to “Pending” and then to “In progress”, and finally to “Ready”. The data set will be generated automatically.

The time of the report preparation depends on the amount of data you have. It may take from several minutes to several hours. In case you have vast amounts of data, it is strongly recommended to take this into account and schedule report preparation in advance.

Download Shopify Report

When your data set is ready, you can download the report file.

Simply hit the Download action. You can also delete and clone your report by clicking on the relevant icon.
Getting Started with Exportier — Data Export

Use Templates for Quik Shopify Data Export

Whether you have no experience in Shopify data export and do not know where to start, or you need standardized reports and don’t want to create your data set from scratch, it would be a good idea to use Templates.

Exportier — Data Export contains a number of prebuilt reports that were designed based on the best practice for Shopify reporting and data analytics and the most widely used export requests.

You can access templates from the Main page. Just on the right side of the New Report button, select the Create from template option.
Getting Started with Exportier — Data Export
Here you will see a page with all the available report templates.
Getting Started with Exportier — Data Export
Here is the list of the reports you can create using our templates:

Customers templates:
  • Customers and orders in the last 30 days
  • Customers that spend less than $100
  • Customers that accept marketing
  • New customers this month
  • Customer orders
  • All customers

Orders templates:
  • Customers and orders in the last 30 days
  • Customer orders
  • Orders from yesterday
  • Orders in the last 7 days
  • Orders of the current month
  • Unfulfilled orders
  • Unpaid orders
  • Unshipped orders
  • Orders fulfillments
  • All orders

Products templates:
  • Active products
  • Out-of-stock products
  • All products

Inventory templates:
  • Inventory items at location

Draft Orders templates:
  • Draft orders

Tender Transactions templates:
  • Transactions of the current month

Bank Accounts templates:
  • Bank accounts

Disputes templates:
  • Disputes

Payouts templates:
  • Payouts

Collections templates:
  • Collections
  • Custom collections
  • Smart collections

The Exportier’s selection of report templates is being expanded and regularly updated, so the above list is not exhaustive.

After choosing the template, you want to use, click on Create report button.
Getting Started with Exportier — Data Export
You will be redirected to the Report Settings page with a predefined configuration, which you can customize according to your needs or just use as it is.
Getting Started with Exportier — Data Export
Click on the Save button, run the report preparation, and download it when the status is Ready.

Conclusion

In conclusion, Exportier - Data Export is an excellent app for Shopify merchants who need to export their data quickly and easily. With its intuitive interface, powerful filtering options, report templates, and support for a wide range of data formats, it's an essential tool for managing your Shopify store's data. We hope this Shopify Data Export App guide has helped demonstrate the plugin's capabilities and features.

Resources

If you want to learn more about Exportier - Data Export or have any questions about the app, you can visit Exportier product page and documentation or contact our support team. Happy exporting!
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