How to update Shopify from Excel

The CData Excel Add-In for Shopify enables you to edit and save Shopify data directly from Excel. This article explains how to transfer data from Excel to Shopify. This technique is useful if you want to work on Shopify data in Excel and update changes, or if you have a whole spreadsheet you want to import into Shopify. In this example, you will use the Customers table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Shopify connection by clicking From Shopify on the ribbon.

To make use of all the features of the data provider, provide the AppId, Password, and ShopUrl connection properties.

To obtain these values, see the Getting Started section in the help documentation to register the data provider as an application with Shopify.

Retrieve Data from Shopify

To insert data into Shopify, you will first need to retrieve data from the Shopify table you want to add to. This links the Excel spreadsheet to the Shopify table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Shopify button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Customers table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Shopify

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Shopify, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Customers sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.