syncX: Order Export Helpdesk
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Articles on:Getting Started with syncX: Order Export
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  • Getting Started with syncX: Order Export
  • Merging and Formatting
    To access and customize the Merging and Formatting settings, click on the more text next to the fields you want to configure. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043585424821/original/1v9x55qNUZKrJ84g4FFN6V0P2XvZnPvew.png?1734013060 =750x378) You will see the Formatting and merging fields in the settings. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043330373992/original/jm7pZLDfdJOrb2x3346jNV9XObPjFlugdPopular
  • Export single or bulk orders through Shopify admin
    To export single or multiple orders, please follow these steps: Navigate to your Orders page on your Shopify admin page. Click on the order(s) that you wish to export. To access the menu options, click on the three dots located on the header. Look for Exportible to Export order(s). (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043508717282/original/Vk9zny8USqDUScqbNWZLeZ2LCEZkQfoFhQ.png?1706849540 =750x365) You will be navSome readers
  • Filter orders to be exported
    The first section of the filter in the data file settings allows you to specify which orders to export. 1. Status filter (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043584468859/original/3I3bBZTqgCKy7quIcADh7E2WDnaXHr4w.png?1733756591 =750x773) By default, Order Status is set to Open Fulfillment Status to Any Payment Status to Any 2. Order range (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/atSome readers
  • Formatting in Exportible
    With formatting, you are able to choose how to export the values of the fields formatted. The formatting only available for certain fields. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043330401488/original/Uv4RwU-O3mjgZDQMQjYlpainFmSWgM13wA.png?1650467467 =500x462)Some readers
  • Setup your first Source
    Once you have installed Exportible, you will see a welcome message. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043566968849/original/OWSTL5s-zSQnTHYfwAxiR6NcXi2vZIjFKA.png?1727341058 =750x380) Click on + Create New Order Export to create a data file. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043566969160/original/zC7-9RbrfAcsfLGrwWIic1KW8edpManUA.png?1727341122 =750x408) The data file created will haveFew readers
  • Setting up Exportible with Shopify Private App
    (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043340684937/original/S9YzgjxxTWM4z61yXRMCKSkk4L2n0sFvw.png?1653036541 =750x264) Export via Shopify Private App allows you to retrieve orders from other Shopify store without the need of installing Exportible app on that store. But the other Shopify store has to create an app. Steps: Navigate to Shopify Admin Apps. Click on Develop apps for your store. (https://s3.amazonaws.comFew readers
  • How to export orders by using WholeCell ?
    In the syncX: Order Export Shopify App, create a new feed. Choose the "Shopify orders template" and click "Add". Rename the feed "WholeCell Order Export" using the pencil icon. Click "Settings". (https://storage.crisp.chat/usersFew readers
  • Setting up Exportible Print Direct
    Export orders via Printer. Please install QZ Tray here. Both QZ Tray and Exportible must be opened at all times to use printing functionality. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043330234572/original/pn2rMPhrQlMA9lFfa8gOy4cTKh2odl3jw.png?1650446683 =750x456) Once both have opened, click on Connect and a pop up will appear. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/20433Few readers
  • Private Channel Slack
    Exportible can work with private channels but must invite the app to the channel. Please invite the app to the channel. Type /invite @Exportible in the private channel Or add Exportible under Integrations. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043330414810/original/Jfd--daBfAVz3AWzO-Lc71oBF3uE0542wg.png?1650469104 =750x829) Lastly, please re-auth with slack with updated permissions.Few readers
  • Add order number and date time format on email subject
    When exporting data to email, you have the ability to edit the email subject according to your preferences. You are also able to add the dynamic order number and date time to the email subject. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043330409663/original/PnbS5Bxo-emoj0xnxx3CdTaC1qSM8N9osg.png?1650468472 =750x121) Add order number on email with the placeholder source.firstordernumber . The placeholder can be added in between any words.Few readers

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