Getting started with syncX: Order Export
Private Channel Slack
Exportible can work with private channels but must invite the app to the channel. Please invite the app to the channel. 1. Type /invite @Exportible in the private channel 2. Or add Exportible under Integrations. Lastly, please re-auth with slack with ...
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. You will see the Formatting and merging fields in the settings. The formatting field is only available for certain supported ...
Export single or bulk orders through Shopify admin
To export single or multiple orders, please follows these steps. 1. Navigate to your Orders page on your Shopify admin page. 2. Click on the order(s) that you wish to export. 3. To access the menu options, click on the three dots located on the ...
Add order number and date time format on email subject
When exporting data to email, you can edit the email subject line to suit your preferences. You are also able to add the dynamic order number and date/time to the email subject. Add the order number to the email using the placeholder ...
How to export orders by using WholeCell ?
1. In the syncX: Order Export Shopify App, create a new feed. 2. Choose the "Shopify orders template" and click "Add". 3. Rename the feed "WholeCell Order Export" using the pencil icon. 4. Click "Settings". 5. Review the default filter settings. If ...
Using "Only Export Newer Orders" to prevent duplicate exports
To avoid duplicate exports, use the option only export newer orders. This option helps to export only orders that haven't been sent out before. Benefits 1. Eliminates redundant order exports. 2. Focusing on new data of order processing and improves ...
Export orders via AI Daily Summary (beta)
1. To create a new order export, select the AI Daily Summary (beta) template. 2. All settings are configured upon creation. 3. In the export method section, enter the desired export email address to proceed. 4. Set the schedule to run daily with the ...
Setup your first Source
Once you have installed app, you will see a welcome message. Click on + Create New Order Export to create a data file. The data file created will have some basic fields pre-filled for you. Click on Add Field to add more fields to the data file. You ...
Setting up Order Export Print Direct
Export orders via Printer. Please install QZ Tray here. Both QZ Tray and export app must be opened at all times to use printing functionality. Once both have opened, click on Connect and a pop up will appear. Click on Allow and you can't use the ...
Abandoned Cart Range Settings
The Abandoned Cart Range setting lets you specify which abandoned carts are included in the export. Choose the option that best fits your reporting or marketing requirements. 1. Navigate to Create New Export. 2. Go to the Export section and select ...
Setting up Order Export with Shopify Private App
Export via Shopify Private App allows you to retrieve orders from other Shopify store without the need of installing app on that store. But the other Shopify store has to create an app. Steps: 1. Navigate to Shopify Admin > Apps. 2. Click on Develop ...
Formatting in Order Export
With formatting, you are able to choose how to export the values of the fields formatted. The formatting only available for certain fields. Formatting Result None Do not apply any formatting Remove non-alphabet Remove any character that is not ...
Import Orders from Etsy
This guide explains how to connect your Etsy store and import orders into Shopify using syncX: Order Export. 1. In the syncX: Order Export App, create a new order export. 2. Choose the Import option, select Etsy and click Add. 3. Rename the Etsy ...
PDF Guide
This guide details how to customise Invoice PDFs using prompts, providing a range of customisation options. Prompts can be combined to achieve complex modifications, such as uploading and resizing logos, adding social media links, changing column ...
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 By default, - Order Status is set to Open - Fulfillment Status to Any - Payment Status to Any 2. Order range Select Date Range ...