Excelifyについて エクスポート項目をプリセットでパターン登録する方法はありますでしょうか?

eyegeless
新規メンバー
2 0 1

EXcelifyの使い方で、ご存じの方がいらっしゃいましたらご教示願えないでしょうか

現在自社ECの準備中で
オペレーションフロー構築中です。

その際、オフライン注文のCSV取り込みや、
後払いの与信・配完連絡など
いくつかのオペレーションでエクセリファイによるエクスポート、インポートを
使ったフローで構築しようとしています

そこで、上記のようなオペレーションに沿って、必要な項目だけをエクスポートできるよう
プリセットでパターン登録しておけるような方法は存在しますでしょうか?

現状、大きな分類ごとカタマリで落とすか、都度個別項目を選択して落とす、
しか方法が見つけ出せておりませんでして
こちらでもざっと検索してみたのですが、見当たらず、、、

ご存じの方いらっしゃいましたら、ご教示願えれば幸いです。
何卒よろしくお願いします

無題2.png

0 件の「いいね!」
Renars
Shopify Partner
104 15 101

Hello @eyegeless 

Renars here from Excelify (Matrixify).

You sure can look into using Filters for your exports to limit what items are exported.
When doing automated exports great filters are by dates. You can apply a filter for example by Created At date and select Relative Time condition and set, for example, Last 1 Days.
That will export Orders that were created in 1 last full day. So each time automated export runs it will export the last full day from the time when the export runs.
That can also be combined with other filters.

I hope that this was what you were looking for.
If not or if you have any more questions, please reach out to us directly so we can go into more details.
You can also reach out to our Japanese support.

Matrixify | Bulk Import Export Update | https://apps.shopify.com/excel-export-import | https://matrixify.app
eyegeless
新規メンバー
2 0 1

Hello,Thank you for your reply.
I apologize for the lack of explanation about filtering.

My intention is not to filter the target record, but to filter the target item in the record.
I want to filter the target items in the record.

Also, instead of specifying filtering items on a case-by-case basis, I would like to register several patterns in advance and use them depending on the situation.

For example, if we want to link payment and delivery information with other systems, we would like to be able to specify the following
 Taxes. Tax 1 only, no need for 2-5.
 Payment information. Payment information: add only "Transaction.Gateway" to "Payment method"

As mentioned above, I would like to download the records by narrowing down or adding only some of the fields, instead of adding all of them in Excelify.
If you could tell me how to add them, I would be very grateful.

Also, thank you very much for letting me know the support contact in Japan!