Exporting from EcomSolo

Exports get your Shopify data out — as a CSV or Excel file you can open in a spreadsheet, hand to your accountant, or feed into another system. You can export one entity or many at once, from a single store or all your connected stores together, and either download it now or put it on a recurring schedule.

Every export is built the same way: pick what you want, choose your columns, choose a format and destination, and run. If you've exported from Shopify admin before, the Shopify Standard template gives you familiar column names out of the box.

Two ways to export

  • The Export Wizard (Exports → New export, or /exports/new) — the full builder. Pick one or several entities, configure each one's columns and filter, and run or schedule. This is the place for multi-entity exports and scheduled bundles.
  • A dashboard's Export Builder — every data dashboard (Orders, Products, Customers, …) has an Export button that opens a quick single-entity export of exactly what you're looking at. See scopes below.

Both share the same column picker, templates, formats, destinations, and scheduling — so anything below applies to both.

How the Export Wizard works

The wizard has four steps, shown on the left rail. You can click back to any completed step to change something before you run.

Step 1 — Choose what to export

Tick one or more entities from the list. Orders, Customers, and Products are at the top; everything else follows alphabetically. You can export just one, or several at once as a bundle.

You can export any of these: Orders, Customers, Products, Abandoned Checkouts, Blog Posts, Blogs, Collections, Companies, Discounts, Draft Orders, Events, Files, Fulfillments, Gift Cards, Inventory, Locations, Menus, Metafield Definitions, Metafields, Metaobjects, Order Transactions, Pages, Payouts, Refunds, Returns, Stores, and URL Redirects. Each has its own guide in this section.

Step 2 — Configure each entity

Each entity you picked gets its own tab (the badge shows how many columns are selected). For each one you choose:

  • Columns — in Simple mode you pick from a curated list of the fields merchants export most; in Template (Advanced) mode you open the full column tree and drill into nested fields. Simple is the default and covers the common cases. See Simple vs template columns.
  • A filter — narrow the export to a slice of the entity (a store, a status, a date range). This filter is part of the export and is independent of whatever filter you last used on the dashboard.
  • A template — apply a saved export template to set the columns in one click.

Step 3 — Output and destination

Choose the file type — CSV or Excel (.xlsx) — and where the export goes:

  • Email — the file arrives as an attachment (defaults to your account email). Large exports are zipped or split automatically.
  • FTP — uploaded to an FTP server you configure.
  • Google Drive — saved to a Drive folder you connect.

When you export more than one entity, you also choose an output mode: separate files, or one combined Excel workbook with a sheet per entity.

Step 4 — Schedule and review

Name the export, review the summary, and either:

  • Run now — the export builds and is delivered to your destination, or
  • Save as scheduled bundle — attach a recurring schedule instead (see Scheduled exports).

Large exports (a few thousand rows or more) are queued and processed in the background, and you'll get an in-app notification when the file is ready. You can leave the page — the export keeps running.

Exporting from a dashboard

Every data dashboard has an Export button (the Export Builder). It exports the same columns and formats as the wizard, but scoped to what you're viewing. You choose the scope:

  • Current page — just the rows on screen.
  • Filtered — everything matching your current dashboard filters.
  • Selected — only the rows you've ticked.
  • All — the full entity across your stores.

Every dashboard also has a Multi-entity export shortcut that jumps to the wizard with that entity pre-selected, so you can add more entities to the same export.

Simple vs template columns

  • Simple columns are a curated, flat list — Order name, Customer email, Total, and so on — mapped to the right underlying field for you. This is the default and the fastest way to a clean spreadsheet.
  • Template (Advanced) columns expose the full nested structure of the entity, so you can export deep fields (line items, addresses, tax lines, metafields) and rename column headers. Custom columns cover common derived values like split address lines, per-line tax names, and paid/fulfilled dates.

You can switch modes per entity while building; your selection is kept for each.

Saved export templates

A template is a saved set of columns for one entity type. Manage them under Export Templates (/exporttemplates):

  • Global templates are provided by EcomSolo (including Shopify Standard, which matches Shopify's own export columns).
  • My templates are ones you save; they carry tags and a usage count.
  • One template can be your default, applied automatically when you pick that entity in the wizard.

Apply a template in one click, tweak the columns, and the builder shows a Modified state so you can reset back to the template.

Multi-entity bundles

Pick several entities in Step 1 and you've got a bundle — exported together as separate files or one combined Excel workbook (one sheet per entity). This is the export analog of importing a whole workbook. See Export several entities in one run.

Scheduled exports

Any export — single entity or bundle — can be saved as a recurring schedule instead of a one-time run. Choose a frequency (daily, weekly, or monthly), the hours of day, and a time zone; each run rebuilds the export from live data and delivers it to your destination.

All your schedules (single and bundle) live in one place at Exports → Schedules (/exports/schedules), where you can see each one's frequency, last run, and status, and Run now, Pause, Resume, or Delete it.

Formats

Exports are delivered as CSV or Excel (.xlsx). A combined multi-entity workbook is always Excel (one sheet per entity). There's no JSON or Google Sheets output — those are import sources, not export formats — but you can export to a Google Drive folder.

One row per line item

Some entities have child records, so their export expands to multiple rows — for example an order becomes one row per line item, with the order-level fields repeated on each row (the same shape the Orders import expects). Fulfillments, Refunds, Returns, Draft Orders, Menus, and Metaobjects expand the same way. Order Transactions do not — each transaction is a single row. Each entity's guide notes how it expands.

Permissions

Exporting is controlled by two permissions:

  • View Exports (viewExports) — access the Exports area and build exports.
  • Download Exports (downloadExports) — download the finished files.

Account owners always have both. Grant them to team members from their permissions.

Tutorial: schedule a weekly orders export to your inbox

  1. Go to Exports → New export (/exports/new).
  2. In Step 1, tick Orders and click Next.
  3. In Step 2, keep Simple columns and apply the Shopify Standard template, or pick the columns you want. Add a filter if you only want certain stores or statuses.
  4. In Step 3, choose Excel and set the destination to Email.
  5. In Step 4, name it "Weekly orders", choose Save as scheduled bundle, set the frequency to Weekly, pick a day and hour, and save.
  6. Check Exports → Schedules — your new schedule is listed as Active; use Run now there to test it immediately.

FAQ

Which entities can I export? All 27: Orders, Customers, Products, Abandoned Checkouts, Blog Posts, Blogs, Collections, Companies, Discounts, Draft Orders, Events, Files, Fulfillments, Gift Cards, Inventory, Locations, Menus, Metafield Definitions, Metafields, Metaobjects, Order Transactions, Pages, Payouts, Refunds, Returns, Stores, and URL Redirects — each has its own guide here.

What formats can I export to? CSV or Excel (.xlsx). A combined multi-entity workbook is always Excel.

Can I export from all my stores at once? Yes — an export spans every connected store by default. Add a store filter in Step 2 to narrow it to one.

Can I export several entities in one file? Yes — pick them all in Step 1 and choose the combined Excel workbook output; you get one file with a sheet per entity. See bundles.

Can exports run automatically? Yes — save any export as a daily, weekly, or monthly schedule; each run rebuilds from live data and is delivered to your destination.

Why does my export have several rows for one order? Orders (and a few other entities) expand to one row per line item, repeating the order fields on each row. That's the standard shape for spreadsheets and re-imports.

Do I need a permission to download? Yes — the Download Exports permission gates the actual download; View Exports gates building them. Owners have both.