Usage Guide
Step-by-step guide to basic operations.
Getting Started
Installing the App
- 1Search for the app in Shopify App Store
- 2Click 'Install'
- 3Review permissions and approve installation
- 4Dashboard appears when complete
Importing Products
Step 1: Prepare CSV File
Create a CSV file with the following columns:
Title,SKU,Price,Inventory Product A,SKU-001,1000,50 Product B,SKU-002,2000,30
Step 2: Upload File
- 1. Click 'Import' on the dashboard
- 2. Drag & drop the CSV file
- 3. Verify resource type is set to 'Product'
Step 3: Execute Import
- 1. Click 'Start Import'
- 2. Processing begins and progress is displayed
- 3. Check results in history after completion
Importing Customers
Step 1: Prepare CSV File
Email,First Name,Last Name,Phone [email protected],John,Doe,555-1234
* Email address is required and must be unique
Step 2: Upload File
- 1. Open 'Import' screen
- 2. Include 'customer' in filename for auto-detection
- 3. Or manually change resource type to 'Customer'
Step 3: Execute Import
Click 'Start Import' to begin processing.
Exporting Products
Step 1: Open Export Screen
Click 'Export' on the dashboard.
Step 2: Select Columns
- 1. Confirm 'Product' tab is selected
- 2. Check the columns you want to export
- 3. Or select a template
Step 3: Set Filters (Optional)
To export specific products only:
- Filter by product type
- Filter by vendor
- Filter by collection
Step 4: Execute Export
- 1. Click 'Start Export'
- 2. Download link appears after processing
- 3. Click to download CSV file
Setting Up Recurring Export
Step 1: Configure Export
Select columns as you would for a regular export.
Step 2: Set Schedule
- 1. Expand 'Schedule Settings' section
- 2. Select 'Recurring'
- 3. Set interval (e.g., daily, weekly)
Step 3: Save and Activate
After saving, exports will run automatically at the specified interval.
Adding Tracking to Orders
Step 1: Prepare CSV File
Name,Tracking Number,Tracking Company,Notify Customer #1001,1234567890,FedEx,true #1002,0987654321,UPS,true
Step 2: Upload File
- 1. Include 'fulfillment' or 'tracking' in filename
- 2. Or change resource type to 'Fulfillment'
Step 3: Execute Import
After processing, tracking info is added to each order.
When Errors Occur
Checking Error Logs
- 1. Open History screen
- 2. Click on the relevant job
- 3. Error details are displayed
- 4. Download error log as CSV via 'Download Error Log'
Common Errors
| Error | Cause | Solution |
|---|---|---|
| Duplicate email | Customer with same email exists | Check/fix email address |
| SKU not found | Non-existent SKU specified | Check/fix SKU |
| Required field empty | Required column has no value | Check/add data |
Tips
Customize Column Names
Change column names to match your existing CSV templates to save file processing time.
Use Templates
Save frequently used settings as templates to skip configuration each time.
Run Large Data at Night
For 10,000+ records, use scheduling to run at night and minimize business impact.