EZ Exporter by Highview Apps

Overview

EZ Exporter allows you to easily export your Shopify data such as orders, customers, and products (including variants and inventory quantity) to CSV. Customize your report the way you want, including as many or as little data as you need. It's easy to use, yet very flexible!

Save time from manually editing your CSV files to fit your desired format. You can even schedule to have them delivered via email, FTP/FTPS, SFTP (SSH), or send them to a Dropbox or Google Drive folder every 15 minutes, every 30 minutes, hourly, daily, weekly, or monthly at a specified time!

Oh, and you can also create multiple different export profiles and scheduled tasks! This means you can have a specific configuration for your accounting software, your supplier, your dropshipper, your colleague, or whoever else needs a copy of your order data and have them run on different schedules.

Frequenty Asked Questions

What data can I export?

Orders (including additional product fields such as the barcode, product handle, variant options, image URLs, and inventory quantity)

Order Risks (joined with the Order data, allows you to select fields such as the risk score and Shopify's recommended action)

Fulfillment Events (joined with the Order data, allows you to select fields such as the delivery date and status)

Transactions (joined with the Order data, allows you to select fields such as the authorization code, refunds, and payment details)

Refunds

Discounts

Customers

Products

Product Variants

Inventory

Smart Collections (joined with the Product and Order data)

Custom Collections (joined with the Product and Order data)

Order Metafields

Customer Metafields

Product Metafields

Product Variant Metafields

Can I put individual line item properties and cart attributes into their own separate columns in the CSV file?

Yes, you can! We support advanced functions where you can use a formula to pull a specific property and assign it to a column/field of your choice.

Can I include data such as tracking numbers, barcode, authorization code, risk score, etc. as part of my order data export?

Yes! We support many fields in the Order export that's not available in Shopify's default export.

How frequent can I schedule my CSV exports?

You can schedule your CSV exports to run automatically as frequent as every 15 minutes.

Features

• New! Built-in report templates. Quickly get started using one of our many templates, which you can customize further to suit your needs.
  


• New! Grouping and aggregation. Generate all kinds of summary reports by grouping and aggregating your Shopify data (Professional and Premium plans only).
  


• New! Re-download exported files. We'll keep temporary backups of your exported files so you can re-download them within the app at any time (Professional and Premium plans only).
  


• New! More custom filter conditions. You can now use the filters "is equal to any" and "is not equal to any". This essentially provides a way to combine AND and OR filters.
  


• New! Collections export. You can now include collections fields (both smart and custom collections) as part of you product or order export. Very useful for generating reports by collection (you can filter your data based on specific collections)!
  


• New! Functions for handling special characters. We've added new functions for different ways of handling special characters (like Greek or accented characters) in case your suppliers' systems don't support them.
  


• New! Backup and Restore option. Are you managing multiple Shopify stores? You can now easily migrate your Export Profiles and Data Settings from one store to another.
  


• New! Additional CSV file options. You can now select what type of "Quoting" and "Line Terminator" to use when generating the CSV file.
  


• New! Fulfillment Events export. You can now retrieve additional data such as the delivery dates and messages as part of your order export.
  


• New! Export selected orders, products, or customers from the Shopify Admin. In the action drop down of Orders, Products, or Customers admin pages, you will now see a new option: "Export selected with EZ Exporter". You will then be able to select an Export Profile/Template to use for exporting these selected items.
  


• New! Advanced date and time filters. You can now filter by multiple date fields and specific time range.


• New! Additional product data in the Order export. You can now select additional product fields such as the variant barcode, product handle, image URLs, inventory quantity, etc. to be included in your Order report.
  


• New! Customer export. You can now create custom exports of your customer data and automate them.
  


• New! Google Drive integration. You can now send your CSV files directly to Google Drive. Supports connecting multiple Google Drive accounts.
  


• New! Order Risk export.. You can now include risk assessments in your order exports. This allows you to see additional risk analysis data such as the risk score and Shopify's recommended action to take to help you flag orders that may be fraudulent.
  


• New! Transaction export. You can now include transactions data in your order exports. Retrieve useful transaction information such as the authorization key and payment details.
  


• New! Product export. Export your product, variants, and inventory data.
  


• New! Dropbox integration. Connect multiple Dropbox accounts to EZ Exporter and choose a folder to upload your reports to. You can then share this folder with your team, vendors, fulfillment partners, etc. and specify whether to give them read-only or write permission.
  


• Export Orders, Order Risks, Transactions,
  Customers, and Products (including variants and inventory data).


• Include data in your report which are not available with Shopify's default exporter, such as tracking numbers, line item properties, HS tariff code, and metafields.
  


• Create your own custom filters based on values of one or more fields.
  


• Create your own custom fields based on static values you specify or combine them with values from other fields.
  


• Create dynamic calculated fields based on a formula you specify. You can use arithmetic operations, text operations, and even conditional expressions. Very flexible!
  


• Use custom field names in your report and re-order them the way you want from our app.
  


• 
  Create multiple export profiles/presets, each with their own settings (such as different fields and filters, filenames, data separator/delimiter, email/FTP/SFTP/Dropbox/Google Drive, schedule, etc).
  


• 
  Schedule your reports to be sent via email, FTP/FTPS (with TLS support), SFTP (SSH), Google Drive, or Dropbox every 15 minutes, every 30 minutes, hourly, daily (you pick the time), weekly (you pick the day of week and time), or monthly (you pick the day of the month and time) basis.
  


• Supports multiple data separators/delimiters: comma, tab, semicolon, and pipe/vertical bar.
  


• Custom filenames with timestamp option.


• Custom date and time formats.


• Run on demand.


• Download from web on demand.


• Option to repeat a row for each ordered quantity. Very useful if you need to ship each item separately.
  

Built-In Templates

Get started very quickly by using one of our many built-in export templates, which you can modify for further customization.

Some examples of the templates we provide:

• Unfulfilled or Partially Fulfilled Orders


• Customer Lifetime Value


• Inventory Report


• Sales by Day/Week


• Sales by Line Item Discount Code


• Sales by Product Variant


• Out of Stock Items


• Refunded Items


• Orders by Source


• Orders by Referring Site


• Orders by Shipping Country or Province/State


• Gift Card Orders


• Customers by Country


• Product Summary by Type

We also have templates for some 3PL (Third party Logistics) providers and we plan to add more in the future. If you're a 3PL company, please feel free to contact us if you'd like your CSV template included in our app. :)

Advanced Custom Filters

Filter your data further based on the values of one or more fields.

For example, to create a report of orders placed by VIP customers that are shipping outside of Canada where the total amount is over 1000, you can set something like the below in the app.

Data matching all of the following conditions:

• Shipping Country is not Canada


• Customer Tags contains vip


• Total is greater than 1000

This allows you to create very customized reports to fit your reporting needs.

Grouping and Aggregation

Create summary reports and get more insights by grouping and aggregating your Shopify data.

Some examples of reports you can create with this feature:

• Sales by Hour, Day, Week, Month


• Sales by Product/Variant


• Customers by Country


• Average Order Value


• Number of Orders by Product/Variant

Please note that this feature is only available in the Professional and Premium Plans.

Custom Fields

Create your own custom fields by specifying your own static data or combining it with data from other fields.

For example, say you want a Custom Field called "Product Admin URL", you can set something like this from our app:

https://mystore.myshopify.com/admin/products/{{ line_items.product_id }}

Other use cases could involve leaving comments in your report such as "Please ship before 11/31/2017" or creating a field for an alternate product title containing more information like "{{ line_items.title }} / SKU: {{ line_items.sku }} - Shipping to {{ shipping_address.country }}"

Calculated Fields

Do you find yourself having to manually edit your order report in Excel after exporting it?

With Calculated Fields, we give you even more flexibility that could potentially save you hours of manual editing.

We support arithmetic operations, text operations, functions, and conditional expressions.

Some examples:

I want an extra field called "Total Weight (lbs)".

{{ total_weight }} * 0.0022046

I want an extra field called "Shipping Phone Number Without Dashes".

{{ shipping_address.phone }}.replace("-", "")

I want an extra field called "Order Amount Category" where I can categorize the orders based on the total price.

"High" if {{ total_price }} >= 1000 else "Medium" if {{ total_price }} >= 100 else "Low"

I want an extra field called "Engraving", in which the value will come from one of my Line Item Properties that has the key/name of "engraving". If that property doesn't exist, just use the value "N/A".

search_attributes({{ line_items.properties }}, "engraving", default="N/A")

These are just a few simple examples, you can do much more!

Metafields

EZ Exporter allows you to include your custom Order Metafields, Customer Metafields, Product Metafields, and Product Variant Metafields in the exported CSV report. Very useful when working with third-parties who need that additional data!

Multiple Presets

EZ Exporter allows you to create multiple 'export profiles' which you can run at any time.

Each export profile can be configured to use a different data delimiter, email address, schedule, FTP or SFTP server, Dropbox account, Google Drive account, filename, and data set.

Create one for yourself, your fulfillment center, your vendors, your accountant, your dropshipper, your marketing team, and whoever else may need a custom CSV report generated!

Automate Your Reporting

Create multiple export profiles/presets and schedule them to be delivered via email, FTP, SFTP (SSH), Dropbox, or Google Drive.

You can choose from Every 15 Minutes, Every 30 Minutes, Hourly, Daily, Weekly, or Monthly schedule at your specified time.

Other Apps by Highview Apps

• Slacky (Free!) - Integrate Shopify with Slack


• EZ Importer - Easily import your orders from CSV to Shopify


• EZ Inventory - Automated inventory updates