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How-to Tutorial – Export Feature

Step-by-step guide to extract information from your store in standard and custom formats.

The Export feature lets you extract information from your store in different formats, whether for analysis, integrations with other platforms, updates, or generating external feeds. Below is the complete process, step by step.

1) Select the output format

When you open the Exports page, the first thing you must do is choose the output format. There are two major blocks: Standard Formats and Custom Formats.

Block 1: Standard formats

They allow exporting information in generic formats:

  • CSV
  • Excel

What are they for?

  • Internal analysis
  • Working in spreadsheets
  • Later re-imports with data updates
  • Custom integrations

If your goal is to review, adjust, and re-import data without rebuilding mappings each time, this block is usually the best choice. Keeping the original column structure is the key to a stable and predictable re-import process.

Note about “CodOpera” (re-import): In standard tabular exports (CSV/Excel), the file includes a “CodOpera” column generated as “UPDATE” by default. You can change it row-by-row before re-import, depending on your goal.
  • UPDATE: updates an existing record; if it does not exist, behavior can vary by entity type and available columns.
  • INSERT: creates new records when they do not exist (if they already exist, rows are typically skipped).
  • DELETE / ARCHIVE: products, customers, and draft orders use DELETE (real delete). Orders use ARCHIVE (close/archive).

Quick decision guide (plain language)

  • I want to fix existing data → UPDATE
  • I want to create new records → INSERT
  • I want permanent removal (products/customers/drafts) → DELETE
  • I want orders out of daily operations but keep history → ARCHIVE

Real-world examples:

  • Catalog maintenance: export products, adjust prices in Excel, re-import with UPDATE.
  • New SKU rollout: add new rows and set CodOpera = INSERT.
  • Customer cleanup: fix phones/tags with UPDATE, remove wrong records with DELETE.
  • Orders workflow: fix shipping address with UPDATE, recreate migration orders with INSERT, and close solved orders with ARCHIVE.
2) Select the module(s) to export

The system will show all available exports in the module. You can select a single module or a set of them:

  • Products
  • Customers
  • Orders
  • Draft orders
  • Manual collections
  • Smart collections
  • Discounts
  • Payments
  • Pages
  • Blog posts
  • Redirects
  • Activity
  • Files
  • Metaobjects
  • Menus
  • Store
3) Export configuration (fields)

Once the module(s) are selected, the “Fields to Export” section will be enabled.

When expanding a module, you will see available fields organized by blocks. For example, in Products: basic info, publishing, total inventory, categories and collections, images, and variants.

  • ✔ Select the fields you want to export
  • ❌ Unselect the ones you don’t need
  • This lets you generate fully customized exports within the standard format
4) Advanced filtering (optional)

Before running, you can apply advanced filters (module dependent). They are used to export only records that match specific conditions.

5) Schedule execution (optional)

Choose when you want the export to run. The two options are mutually exclusive: only one can be active at a time.

⚡ Now

Runs immediately when you click "Generate Export". This is the default option.

🗓 Schedule

Choose a future date and time. The export will run automatically at that point without you needing to be present. The result will appear in History.

Note on recurrence: Exports do not support automatic recurrence. If you need to repeat an export periodically, you must schedule it again manually each time.
6) Generate the export

Once configured, click “Generate Export”. The system will create the file based on:

  • Selected modules
  • Configured fields
  • Applied filters
  • Scheduling settings
History

From the History section you can:

  • Review completed exports
  • See status (In progress / Completed / Error)
  • Download generated files
  • Review details
Block 2: Custom formats

This block contains specific formats prepared for external integrations. Currently available:

  • Google Shopping
  • eBay: File Exchange Advanced Template
How custom formats work (similar to standard):
  1. Select the custom format type
  2. Configure fields to export
  3. Apply filters (optional)
  4. Schedule execution (optional)
  5. Generate the export
Contents
In a later phase, this guide will include screenshots for each step.
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