This post will teach you how to:
Any person with experience in business will tell you that understanding your data is key to your success. And this holds true in eCommerce — knowing who your customers are, what products they purchase, and how often they order will put you in good stead to succeed.
But to understand your data, you first need to have access to it. And while seeing the data in a report format can be convenient and handy, sometimes you need the raw data in a spreadsheet, so that you can comb through it and conduct your own analysis.
Shopify allows you to do some basic export exporting which is a great starting point; we will cover how to do that in this guide. We will also show you a more robust solution which allows you to create exports for a specific order, customer, product, coupon, and cart segments. And then show you how to customize the export and even automate it.
Exporting your Shopify data can be an extremely powerful tool — you know that since your reading this post. But before we jump right into how to actually export your data from Shopify, I’m going to give you some examples of some great uses-cases for exporting:
Shopify’s native exporting feature is basic but useful for simple and smaller exports.
You can export your orders, customers and products from their respective pages found in your admin sidebar:
So for example, to export orders, head to the orders page, then click the export button under the main title:
Choose whether you want all orders, just the ones on the current page, or ones that you have selected:
And then click the export button.
But this is just an export of either all your orders or orders from the current page you are on — it’s not particularly meaningful. You can export a more relevant order set by using Shopify’s filters.
So for example, let’s find all our unpaid orders — a very useful export for chasing up customers that need to pay for their order. To do this, simply select the ‘Unpaid’ payment status:
You could also add a date filter if you wanted to narrow down the segment even further. The same can also be done if you wanted to export your Shopify customers or products.
In the previous section, I showed you how to export your orders from Shopify. This is handy and very good for your more basic exports. But what about if you wanted to get a bit more nuanced with your exports; for example, creating an automatic export, or exporting a very specific segment of customers. Let me show you how.
Our app, Metorik, allows you to export all your Shopify data, including orders, customers, products, carts, and discount codes. The great thing about Metorik is that it runs alongside your Shopify store, but on a different server — this means that running an export is quick and has 0 impact on your store. So you can run an export of 100,000 orders and be sure there will be absolutely no impact on customers who are browsing your site.
So let’s first look at creating a simple export like above. We can see all our orders on the orders segmenting page — just like with Shopify. We can quickly export all orders by clicking the blue export button:
Since we don’t have any filters applied, it’s just going to run an export of every order in our database. Here is how it looks (there are many more columns to the right which you can see in the screenshot:
But let’s create a more meaningful export by segmenting our data. Let’s look at all orders created over a month that are still unfulfilled. To do this we would use the order created filter and the fulfillment status filter. As you can see, there are 495 orders:
Now you can click the export button to export the list. But before Metorik actually pulls the export, you have a few extra options to customize the export even more.
If you check the ‘One row per line item box’, Metorik will include a separate row for each line item, with line item data like SKU and quantity. This can be very handy for easily seeing which items are in each order:
If you click the ‘All Settings’ tab, you will see that you can add any custom meta fields that might have been added to an order by some custom code or a Shopify extension. You will also see that you can also customize the fields that are included in the export. So for example, you if you just want the order ID, line items, shipping name, and the shipping address (as that might be all the warehouse needs), you can do that:
Now click the download button to run the export. The CSV can now be sent to your warehouse so they know which orders that they are behind on:
You could even send out an email to all these customers apologizing for the delay and letting them know that you are aware that the order hasn’t been shipped.
But constantly pulling this list and sending it to the warehouse every month is quite a manual and repetitive process. And you know what they say… don’t replicate, automate!
Metorik allows you to automate any of your Shopify exports. The process is very simple and is a real set and forget strategy. So how do you do it? When you click the export button, you just need to click “Create a Recurring Automatic Export”:
Then you can name the export and choose how you would like it to be sent; email or Slack. That’s right, if your company uses Slack for communication you can send it directly to a Slack channel instead of email. This can be very handy and save time. Finally, choose the frequency — do you want it to be sent daily, weekly or monthly? In our case, we want a monthly export:
You can also easily keep track of all of your exports from the exports page:
So on the first of every month, the warehouse will receive a spreadsheet of all orders that were created over a month ago and still unfulfilled:
As you can see, Metorik allows you to create more intricate exports to allow you to pull relevant and more complicated segments into a CSV file. While I have shown you how to do this for orders, the same logic can be applied to your Shopify customers, products, refunds, carts and discount codes. And if you find yourself running the same exports every day/week/month, Metorik allows you to completely automate that export and use that time for other important business tasks.