Automating a personalized export

RobinSaunier
Tourist
6 0 1

Hello,

 

I'm interested in automating a report that was internally created by a colleague in our company. This export is crucial for updating our sales dashboard database.

 

I would like to automate this export to run daily, fetching data from the 1st of January until yesterday. Additionally, I'd prefer the exported file to be saved directly to a Dropbox folder.

 

I've heard about EZ Exporter; can someone confirm if it can meet these requirements?

Are there any other suitable options available?

 

Also, Matrixify can't do the job because it concerns a personalized report.

 

Thanks in advance for your help.

 

Replies 6 (6)

CloudlabSam
Shopify Partner
540 43 88

Hi There,

 

You can do this using our Report Toaster app. Just customize the report as you'd like and schedule it to be sent to a Dropbox folder via email. You can see how to do that with Dropbox here - https://help.dropbox.com/share/create-file-request

 

You can always reach out to our support team with questions about customizing or scheduling reports.

 

Thanks,

Sam

Ieva
Shopify Partner
8 1 9

Hi @RobinSaunier ! 

What type of report are you looking for? Maybe you could reach out to our Matrixify support so that we can look into this case in a little more detail and see if we can find a solution for you? 

Jonathan-HA
Shopify Partner
317 24 99

Hey there Robin,

 

Jonathan here, developer of the EZ Exporter app.

 

We do have a direct Dropbox integration, so you can schedule an automated export to run daily and have the file uploaded to a Dropbox folder.  You can timestamp filenames so you can have a new file created everyday or overwrite an existing file.

 

You can set Filters > Created to "Year to Date" and schedule the export to run at 12:01am daily.  You can also include an additional Custom Filter with the condition "Created At is less than {{ current_date }}" if you want to make sure no order from the current date is included (i.e. in case an order arrives between 12:00am and 12:01am or while the export is running, this filter will exclude that order).

 

If you have any additional questions about the app, please feel free to contact us

Co-Founder / Developer at Highview Apps
Our Shopify Apps: EZ Exporter | EZ Inventory | EZ Importer | EZ Notify | EZ Fulfill
RobinSaunier
Tourist
6 0 1

Hello! 

 

Thank you for your input. 

 

Could you confirm that in EZ Exporter I could find the following data in my automatic exports: 

 

sale_line_type
sale_kind
product_title
variant_sku
shipping_country
day
api_client_title
orders
gross_sales
discounts
returns
net_sales
shipping
taxes
total_sales
ordered_item_quantity
returned_item_quantity
net_quantity

 

Thanks a lot for your feedback. 

 

Best regards,

Robin

RobinSaunier
Tourist
6 0 1

Hello @Jonathan-HA 

 

Update: I might be able to use a Shopify report, named "Sales over time". 

Can you confirm that EZ Exporter can extract the same data as Shopify?

 

Thanks a lot in advance.
Best regards,

Robin

Jonathan-HA
Shopify Partner
317 24 99

Hey there Robin,

 

Unfortunately, the returned_quantity field is currently not possible to export with our app (the returns data comes from a separate API endpoint outside of the Order API, which we don't support yet).  We can only export the refunded_quantity at the moment.

 

We also won't be able to match the sales reports from the Shopify Admin > Analytics exactly (detailed explanation here as to why).

Co-Founder / Developer at Highview Apps
Our Shopify Apps: EZ Exporter | EZ Inventory | EZ Importer | EZ Notify | EZ Fulfill