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Data Workflow Automation Template

How to create custom export from Shopify

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E-commerce typically involves working with large volumes of data, necessitating the need for data export and import in Shopify on a regular basis. Fortunately, Shopify has built-in capabilities for exporting some data such as orders, customers, and products. This functionality covers most needs.

However, there are cases where the standard export is insufficient:

  • Specific (non-typical) file structure for export is required.
  • Additional data needs to be exported.
  • Data processing or modification is required before export.
  • The volume of exported data needs to be limited (filtered).
  • Automation of the export process (sending via email, automatically adding to Google Sheets or Airtable) is needed.
  • Custom data representation is required (e.g., a PDF file with the company logo, ready for printing).

To address these cases, a data workflow can be used. Mipler Data Workflow allows for complete automation of the export process and minimizes the number of required actions both during the export stage and in later stages related to data preparation or processing.

Let's consider specific examples of data export from Shopify.

Exporting customers from Shopify

Exporting customers is a relatively straightforward task, but if you need additional columns, such as average order value, it becomes a challenging task for built-in export and even for specialized applications.

With Mipler Data Workflow for exporting customers from Shopify, you simply need to add a few steps:

  • Pull from Shopify to select all customers.
  • Select columns to choose only the necessary columns for export.
  • Put to file to export data to a file (at this stage, you can choose the file format).

Additional steps can be added for data filtering (e.g., exporting only customers who placed orders within a month). The mechanism for new columns is similar; you can add several different variations:

  • Create Calculation (Column): This step allows you to create new columns with custom calculations/modifications based on existing data.
  • Combine Tables: Allows you to combine customer data with other tables (e.g., orders).

As a result, you'll have a table with all the necessary data, which can then be easily processed in a convenient format — sent as a CSV file, exported to an HTML document, or exported to Google Sheets or Airtable.

Exporting orders from Shopify

Similar to other Shopify exports, you first need to determine which data related to orders needs to be exported and in what format.

For example, you can export all orders including products (as separate rows), or you can list all products separated by commas in a single column.

Additionally, you can add customer information to the order export, detailed information about ordered items (inventory levels), and apply detailed filters for order selection, filtering by basic fields, tags, meta-fields, or add more complex selection conditions.