The Export Categories Tool provides store owners with the capability to export their store’s categories seamlessly. By generating either a CSV or a Microsoft Excel file, users can conveniently make edits offline. This feature not only ensures flexibility in how they manage their categories but also offers an efficient way to perform bulk edits without the need for an online interface.
Step 1: Launch the Tool and Select Categories to Export
To begin, launch the Export Categories Tool from the tile on the Your Store Tools dashboard.
Then, select which categories you want to export. You can choose to filter categories based on these options:
- Category Keyword: If you’d like to only export categories that contain a specific keyword, enter the keyword here, otherwise leave it blank.
- Select Categories: If you’d like to only export select categories, rather than all, use the drop-down to select which categories to export. Leave blank to export all.
- Select Parent Categories: If you’d like to export select parent categories, rather than all, use the drop-down to select which parent categories to export. Leave blank to export all.
- Category Visibility: You can choose whether to export:
- All Categories
- Visible
- Hidden
By leaving all conditions in the default state, all categories in your store will be queued for downloading. Once selections are made, click Next.
Step 2: Select Export Options
Select a name for your export file as well as the file type. Available file types are Excel, or CSV.
Now select which fields you would like to include as part of the export. By default, we select the most popular fields, but you can check or uncheck the ones you want to include/exclude. Simply unselect the ones you do not want to include, then click Next.
Available fields include:
- Default Product Sort
- Description
- Image URL
- Is Visible
- Layout File
- Meta Description
- Meta Keywords
- Name
- Page Title
- Parent Id
- Product Count
- Product Id
- Search Keywords
- Sort Order
- URL
- Views
Step 3: Select Your Notification Type and Submit
By default, Your Store Tools will provide a notification on the dashboard as well as a notification via email when the job is complete. If you choose not to receive a notification via email, you can turn this option off on this screen, or change the email address it will be sent to.
Once your selection is made, click Submit to finish.
Additional Tool Features
By accessing the stacked menu in the upper right corner of the tool's tile from the dashboard, you can access the following:
- History - a list of the last 7 days of processing history for this tool.
- Help - a link to this support document.
You can also access the file by clicking on the stacked menu on the job itself.
Additional Options for Premium Plan Subscribers
Scheduling a Tool to Run at a Later Day and Time
Premium subscribers have access to schedule tools to run in advance. This option will be displayed after you set your notification type.
By default, the scheduling option is set to No. If you do not want to schedule the tool, click Submit.
If you want to schedule the tool to run at a later time, click Yes.
From here you can select to schedule the tool to run at a specific date and time:
The scheduled start time is the time the tool will run, not complete.
Once you set the day and time for the tool to run, click Submit.
Scheduling a Tool to Run on a Recurring Schedule
Premium subscribers have access to schedule tools to run in advance. This option will be displayed after you set your notification type.
By default, the scheduling option is set to No. If you do not want to schedule the tool, click Submit.
If you want to schedule the tool to run at a later time, click Yes.
From here you can select to run the tool on a recurring basis:
Options for recurring jobs include:
- Schedule Start Date and Time: The day and time the first instance will run.
- Repeat: The recurring schedule for this tool, which can be:
- Daily
- Weekly
- Monthly
- Specify Hour: The hour of the day the tool will run.
- Times are based on the time zone set up in your Company Profile.
- Recurring runs can only be schedule at the top of the hour.
- Ends: When the recurring job should stop. Options include:
- Never
- After a set number of runs have completed
- On a specific date and time
The scheduled start time is the time the tool will run, not complete.
Once your recurring options are set, click Submit.
Scheduling the Update Guest Order Tool to Automatically Check Historical Orders
In addition to the regular scheduling option available on all tools with the premium plan, the Update Guest Order tool allows store owners an additional scheduling option for checking historical orders on a regular, recurring basis.
This additional schedule, allows you to do the following:
- Schedule a daily run to check and associate orders from the previous day.
- Schedule a weekly run to check and associate orders from the previous day, week, two weeks, or three weeks.
- Schedule a monthly run to check and associate orders from the previous day, week, two weeks, three weeks, month, two months, or three months.
In order to use this method for scheduling, you must set the schedule by going to the tool's tile in the Your Store Tools dashboard and select Create Schedule from the stacked menu:
From there you can schedule the tool to run on a daily, weekly, or monthly basis.
Did you find an error or need additional support? Contact us at support@yourstorewizards.com to let us know!