How to Backup Shopify Data with CSV Files?

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How to Backup Shopify Data with CSV Files

This blog post will teach you how to back up your Shopify store’s data using CSV files. The most significant benefit of this is that it allows you to backup and restore all of your goods very quickly.

Because CSV files may include any sort of data, they can be used to backup Shopify stores.

We’ll be able to generate the required data in a CSV format that we can save locally and/or externally with a little effort and understanding of how to use Excel (or another spreadsheet program).

Why Backup Shopify Data

There are a few primary reasons to backup Shopify store data: to generate a backup file of your inventory, transfer your items to a different Shopify store, or modify goods and services with a spreadsheet.

However, in every eCommerce firm, there is always room for improvement. And, if you want to optimize inventory, portfolio, pricing, or customer service data, it’s important to be able to export it readily and efficiently.

Here are some examples of how you may utilize Shopify data backup to enhance your business.

  1. Export the email addresses of specific consumers to include them in marketing initiatives.
  2. Sales and marketing experts use segmentation to group consumers based on their traits and prior purchases in order to create tailored offers and boost revenues.
  3. Make a TABC analysis of the product portfolio and optimize stocks.

Step #1- Backup Shopify Data using CSV Files

Manually generating CSV files of critical data from your store is another approach to back up your business.

Unfortunately, Shopify doesn’t allow you to backup the complete store using CSV Files. Only some of the data may be copied using CSV files.

Here is a list of all the information that can be backed up in CSV format:

  • Customers
  • Products
  • Theme
  • Orders
  • Discount codes
  • Gift cards
  • Financial data

To create a backup CSV file, follow these instructions:

  1. Log into your Shopify account.
  2. Go to the page containing the data you wish to download. For products, go to Products > All products. For customer lists, go to Customers.
  3. Click Export.
  4. Choose the data you want to export, whether it’s all of your data or a specific selection.
  5. Select CSV for Excel, Numbers, and other spreadsheet programs
  6. Select the Export option.
Shopify Backup Products
Shopify Backup Export Products

It’s worth noting that CSV files have certain restrictions when it comes to exporting and archiving data.

  • There’s no way to reverse the process once data has been input into a CSV file.
  • When the CSV is sorted in the spreadsheet, some information such as image URLs and product variants may change.
  • If you import a CSV file that has already been sorted, the existing data might be overwritten with incorrect information.

How to Backup Shopify Customers’ data using CSV?

  1. Log into your Shopify account.
  2. Go to the page with the customer’s data that you want to save.
  3. Click Export.
  4. Choose the data set to be exported, whether it’s all of the data or only certain pieces.
  5. Select CSV for Excel, Numbers, and other spreadsheet programs
  6. Select the Export option from the drop-down menu.

How to Backup Shopify Orders Data using CSV?

  1. Log into your Shopify dashboard.
  2. On the left side of the screen, click “ORDERS”.
  3. Click the “EXPORT” button in the top right corner of the screen.
  4. Select “ALL ORDER”.
  5. Export to CSV (it will either download or send you the CSV via email).

How to Backup Shopify Themes Manually

  1. Log in to your Shopify account.
  2. Click “ONLINE STORE” on the left side of the screen.
  3. On the right, click on the Actions drop-down.
  4. To save time, duplicate your Shopify theme (this will create a duplicate copy of your site and settings within Shopify)
  5. Select “DOWNLOAD THEME FILE” from the options menu, then it will guide you through downloading and installing the theme file (this is simply the code and not the data).

How to Backup Shopify Discounts using CSV files?

  1. Open the Shopify dashboard.
  2. On the left side of the screen, click on “DISCOUNTS”.
  3. Click on the “EXPORT” option located in the upper-right portion of the screen.
  4. Select “ALL DISCOUNTS”.
  5. Export to CSV file (it will either download or send you the CSV via email). 

How to Backup Shopify Gift cards Using CSV files?

  1. Go to your Shopify dashboard.
  2. Click the “PRODUCTS” button on the left side of the screen to get started.
  3. To the left of that, click on “GIFT CARDS”.
  4. Click on “EXPORT” in the upper right corner of the screen.
  5. Select “ALL GIFT CARDS.” from the drop-down menu.
  6. Export to CSV file (it will either download or send you the CSV via email).

It is possible to export collections in Shopify, but you are not allowed to do so.

You should be aware of the most frequent problems that may occur when working with manual backups after you’ve gained access to the CSV file.

Step #2: Copy and Paste Item Properties

However, Shopify does not export all store data that it considers relevant. The unfortunate news is that this data does not include captured photos, custom product categories, or distinct index and archived goods.

This is an item’s essential attribute, which must be copied and pasted into a document or spreadsheet. You will need to recreate all of your product properties if you do not complete this stage and import a CSV file. That is unless you want to restore a product catalog.

Step #3: Copy and Paste Remaining Shopify Data

Shopify may not be able to export all of your data. As a result, you’ll need to copy and paste the rest of your information into a document or spreadsheet manually. For example, you’d have to copy and paste the text, pictures, and even blog entries themselves.

Step #4: Organize Your Shopify Data

After you’ve backed up all of your data, arrange it in an easy-to-find format.

Step #5: Secure Your Backup

Server backups can be jeopardized by dissatisfied workers, malware, or hackers. Here are some steps you can take to secure your data.

Step #6: Rinse and Repeat Steps 1-5

Backups are a little more time-consuming than automated backups, but they’re much less work to maintain.

Because this is a manual operation, you should repeat steps 1-5 every so often to keep your store data up to date.

For more thorough backup procedures, create a schedule for many days of backup.

Step #7: Prepare for Small Mistakes

Let’s assume you’re working with product CSV files for this step. If you wish to import all of your product information and files to the Shopify dashboard, go ahead and do it.

If you simply want to restore a certain number of items or a single one if you make an error, you’ll need to go through all of your CSV files to import specific data.

This is a time-consuming process, which is why using an app like AdNabu Backup and Restore for Shopify is so helpful.

Step #8: Paste the Remaining Shopify Store Data

You’ll have to rebuild your online store from the ground up if you want it to function again, which will take time and money.

Manual data input is required for product images and blog entries in order for your store to function properly again.

If any information isn’t included in your CSV files or documents, you’ll need to recreate any lost data before

Absolutely not.

Things to Consider while Backup Shopify Data using CSV

Many businesses believe that exporting their data using a CSV file is comparable to creating a backup for their business.

It makes sense why you’d believe that because Shopify even encourages the usage of a CSV export as a backup.

However, this is just poor advice, and here’s why:

1. You cannot export your entire business — only certain aspects of it.

Only the following data may be transferred from your shop as CSV files: goods, consumers, inventory, orders (export only), and discounts (export only). You can’t export your sites, blog entries, menus, or any other part of your site.)

It’s difficult to anticipate how a change in code will affect your entire store when an import goes wrong or when a change is made.

That’s why you can’t rely on “backups” that aren’t complete.

2. You have to remember to update your CSV files

CSV files must be manually updated, just like any other file. Every aspect of CSV files must be handled manually, including updating them.

If you intend to rely on CSV files as your backup, you’ll have to remember to modify them on a regular basis.

Even a week-old export might be old enough to cause problems in some situations.

3. CSV files can’t distinguish custom categories

If you have a Shopify Product CSV file that you exported from your Shopify store, it won’t help you rebuild the items if they’re removed.

They typically don’t contain information about lots of goods or distinguish between the various items and collections they belong to.

4. CSV files don’t get images transferred over

CSV files cannot be used to import product photos. As a result, if you lose all of your products, you’ll have to add each picture individually to your products, which can take hours or days.

Importing and exporting a CSV file to your online store is not always straightforward. Here are some of the possible problems Shopify identifies:

Shopify CSV Errors 1
Shopify CSV Errors 2

Conclusion

You need the correct data to develop an ecommerce business on a regular basis. That’s why Shopify store owners, marketing managers, and analytics use a variety of reports to sell more products on the platform.

Shopify shops may include a wealth of information, but Shopify’s native exporting capabilities aren’t always enough for obtaining the correct data, organizing it in an appropriate way, and using different tools to analyze it.

This is when AdNabu Backup and Restore App comes in handy. The program lets you not only replicate data from all Shopify sections with a wide range of filtering choices, but it also provides additional features, such as automated backups.

About the author

Ra Karthik

Ramachandiran Karthik is the Digital Marketing Manager at Adnabu. He loves to help Shopify stores grow their business with Google Shopping & Google Ads, using advanced features like multi-currencies, multi-languages, Metafields. Karthik has a lot of experience in digital marketing and enjoys exploring new ways to make advertising more effective for both advertisers and customers.

By Ra Karthik