Export Customer Personalization

[svcimino]

Hello,

We allow the customer to enter personalized messages that we then engrave onto our products. I am looking for the best way to export that information into either a CSV or some other format so that I can that upload that information into CorelDraw. 

We are currently using a copy and paste system that is not working all too well for us. 

I want to see if it is at all possible to gather this system using the API before I start spending too much time making it work.

Thanks.

[CloudlabSam]

You could gather this data via the API if you want and then add to a CSV that you could use. you would just use the Admin Api and the Order endpoints. the data you are seeking is probably stored in the Note Attributes or Line Item Properties.

As an alternative, we could help you do this in a few minutes using our Report Toaster app. please feel free to take a look and contact support at support@cloudlab.com with your specific requirements and we can help get it setup.

[PaulNewton]

This highly depends on where that data actually lives.

Is that data inside of an app?

If it's in an app you need to consult with that app.

Is it in the shopify admin data such as in orders, in customer metafields, etc

In which case if you know programming check for the data via the graphql api in a tool like postman,insomnia, or shopifys graphiql-app.

If your not familar with programming and purely need this data in CSV look at export apps like matrixify, ez-exporter.

If the data needs some sort of logic to work on it as part of the export then look at scriptable automation tools such as usemechanic so you don't have to build a full app( https://tasks.mechanic.dev/?q=CSV , https://tasks.mechanic.dev/?q=customer%20meta  )   

If you need a script made you can contact me,info in sig please provide context(post url, issue,etc).

Good hunting.

[Jonathan-HA · Accepted solution]

Hey there @svcimino ,

This would normally be stored in the line_items. properties field in the Order API.

A quick way to check if it's there is to simply add .json to the URL in the Order Detail page in the Shopify Admin (after the Order ID).  This will give you the raw JSON data similar to what the API will output (more info here).

If you're open to using a third-party app, our EZ Exporter app can also generate a custom CSV export for you where you can include individual line item properties in separate columns (more info here).

[Report-Pundit]

Hello @svcimino ,

As Sam mentioned, this can be done via API using Order endpoints. Alternatively, Report Pundit can retrieve line item properties such as personalized messages and other factors in CSV, Excel, and PDF formats.

If the total number of orders in the store is less than 1000, our Free plan will support it.

You can reach us at support@reportpundit.com

Thanks!

[EasifyApps-Zoe]

Hi @svcimino,

One effective solution for your needs would be to utilize the Easify Product Options app, free plan available. With this app, you can easily create custom Engraving options tailored to your specific requirements 🤗.

Once you've set up these options, you can seamlessly export them as individual line items using an order export app like Exportier.