How do I Use the Scheduled CSV Exports Function?

With Shift4Shop, you can schedule individual exports for most of the CSV files used by your store. This can be useful for situations where you might need to store an export of your customer records directly to your site's FTP folder. Or perhaps your fulfillment service requires that you send your orders to them via email. Yet another situation can be for situations where you need to upload your product inventory tables to a distributor's FTP site.

The CSV scheduled Exports feature can help you configure these situations as needed.

Scheduling an Export

To schedule a CSV export, simply go to any of the various Shift4Shop CSV export screens and you'll see a button labeled "Schedule."

There are three main CSV export screens to choose from. These are:

• Orders
  Using the left navigation menu in your Online Store Manager, go to Orders > Manage Orders and click on the Export/Import button located along the top right of the page. Find the export that you would like to use and click on its +Icon to reveal the Schedule link. You will have the ability to schedule exports for:

  • Orders

  • Checkout Questions and Answers

• Products
  Using the left navigation menu in your Online Store Manager, go to Products > Product List and click on the Export/Import button located along the top right of the page. Find the export that you would like to use and click on its +Icon to reveal the Schedule link. You will have the ability to schedule exports for:

  • Products

  • Categories

  • Product Options

  • Advanced Options

  • Bulk Pricing

  • Products Pricing

  • Product and Advanced Option Inventory

  • Export Image Gallery image paths

  • Amazon Product Ads (if applicable)

• Customers
  Using the left navigation menu in your Online Store Manager, go to Customer > Product List and click on the Export/Import button located along the top right of the page. Find the export that you would like to use and click on its +Icon to reveal the Schedule link. You will have the ability to schedule exports for:

  • Export Newsletter Subscribers

  • Export Customer Records

  • Export "Blacklist" emails

  • Reward Points

When you click on the Schedule button for either of these, you'll be greeted with settings that allow you to configure how the scheduling takes place. Your settings are as follows:

• Enable Checkbox
  Use this to enable scheduling for the individual CSV export

• File Name
  This will determine what the file's name will be upon exporting. (*.csv)

• Schedule
  Use this area to set the frequency of exports. 1 to 24 hours, starting at a specific time of day.)

• Action
  Use this area to determine where the export file is sent. You options for this are:

• Save File
  Will save the export to your site's regular exports directory (domain/assets/exports/) *see note

• Email File
  Will send the export to a specific email address of your choosing

• FTP File
  Will upload the file to an external FTP server outside your Shift4Shop FTP account.