Export several entities in one run
You don't have to export one thing at a time. In the Export Wizard you can tick several entities and export them together as a bundle — either as separate files or as a single Excel workbook with one sheet per entity. It's the export counterpart of importing a whole workbook: one action, many entities, in one run.
Building a bundle
- Open Exports → New export (
/exports/new). - In Step 1, tick every entity you want — for example Orders, Customers, and Products. Each becomes its own tab in the next step.
- In Step 2, configure each entity independently: its columns (Simple or template), an optional filter, and a template. The tab badge shows how many columns each has selected.
- In Step 3, choose the output mode (below) and the destination.
- In Step 4, name the bundle and either Run now or Save as scheduled bundle.
Output modes
When more than one entity is selected, Step 3 offers two shapes:
| Output mode | What you get |
|---|---|
| Separate files | One file per entity (CSV or Excel), delivered together — a single email with the attachments, or a ZIP if the set is large. |
| Combined workbook | One Excel (.xlsx) file with one sheet per entity. Sheet names and order are yours to set. Combined mode is always Excel. |
For a combined workbook, a reorder panel lets you set the sheet order and names so the file opens exactly how you want it.
A single-entity export skips this step — there's only ever one file.
Running and delivery
- Run now builds the bundle and delivers it to your destination (email, FTP, or Google Drive). Small bundles build immediately; larger ones (a few thousand rows across all entities) are queued and processed in the background, with an in-app notification when the file is ready.
- The bundle appears on your Exports dashboard as a single Bundle row — open it to see each entity's row count and download the pieces.
Scheduling a bundle
A bundle can be a recurring schedule just like a single export: choose Save as
scheduled bundle in Step 4 and set a daily, weekly, or monthly
cadence. Every run rebuilds all the entities from live data and delivers one
bundle. Manage it alongside your other schedules at Exports → Schedules
(/exports/schedules), where a bundle shows as Bundle · N · XLSX with its
entity count.
Exporting across stores
A bundle spans all your connected stores by default. To scope it, add a store filter to each entity in Step 2 — for example, a combined workbook of one store's Orders, Customers, and Products. The Stores entity is itself exportable if you want a sheet listing the stores too.
Tutorial: a weekly all-in-one store workbook
- Go to Exports → New export.
- In Step 1, tick Orders, Customers, and Products.
- In Step 2, apply the Shopify Standard template to each (or pick columns), and add the same store filter to each tab if you want a single store.
- In Step 3, choose Combined workbook — one Excel file, three sheets — and set the destination to Email.
- In Step 3's reorder panel, order the sheets Orders → Customers → Products.
- In Step 4, name it "Weekly store workbook", choose Save as scheduled bundle, set Weekly, and save.
FAQ
Can I put several entities in one spreadsheet file? Yes — choose the Combined workbook output and you get one Excel file with a sheet per entity.
Can each entity have its own columns and filter? Yes — every entity in the bundle is configured independently in Step 2, with its own columns, template, and filter.
Can a bundle be scheduled? Yes — save it as a scheduled bundle with a daily, weekly, or monthly cadence; each run rebuilds every entity and delivers one bundle.
What happens with a very large bundle? It's queued and built in the background; you get a notification when it's ready, and you can leave the page while it runs.
Is the combined workbook always Excel? Yes — a single combined file is
always .xlsx. Choose Separate files if you'd rather have CSVs.