How to Schedule Shopify Product CSV Export to FTP

Time needed: 15 minutes

Export product CSV Shopify files to an FTP server with this guide to simplify the process and automate inventory updates.

1. Add the built-in tool Schedule

   Set a repeating schedule for your export workflow (daily, weekly, etc.).

2. Next, add a new step, select the Shopify app, and select the Get List of Products action

   Select criteria to define which products are included in the export.

3. Add a Loop step

   Set the “Values to loop over” to iterate through the products from the previous step.

4. Inside the Loop, add another Loop step for variants

   Save your workflow to make the Loop variables accessible. Then, add a second Loop to filter out ‘default’ variants automatically added by Shopify.

5. Now add a Shopify step and select the Retrieve Inventory Item action

   Because inventory data is managed separately from the product object, you need to extract the Inventory Item ID from the Variant data to access it.

6. Add another Shopify step and select the Get List of Inventory Levels action

   We’ll use the ID from the prior step to collect the inventory values for each Variant.

7. Use the built-in Code step

   We need to use a Custom Code step to generate the Location ID to capture where inventory is stored.
   

8. Add a Shopify step and select Retrieve Location

   The value from the previous code step will be used to gather the location’s name for the file.
   

9. Next, add a Transform Mapping step

   Organize product data fields (SKU, inventory count, cost of goods, etc.) into key/value pairs for the CSV file.
   

10. Configure the Variant Loop End 

    Now, we need to map the value returned as the {{transform}} variable.

11. Configure the Product Loop End 

    Lastly, we need to map the value returned as the {{loop_3}} variable. 

12. Add the FTP step and select Save FTP file

    Make sure to set the file name to something specific like product-export_{{ “now” | date: “_%m_%d_%Y_%r” }}.csv

13. Finally, select “Edit code” 

    Copy and paste the following code snippet, then click ‘Save Changes’ to complete the setup. Your workflow is now ready to run.
    
    const Mesa = require('vendor/Mesa.js');
const Transform = require('vendor/Transform.js');

/**
* A Mesa Script exports a class with a script() method.
*/
module.exports = new class {

/**
* Mesa Script
*
* @param {object} payload The payload data
* @param {object} context Additional context about this task
*/

script = (payload, context) => {
// Adjust `payload` here to alter data before we transform it.

// Alter the payload data based on our transform rules
let csvRows = [];

if (payload && payload.items) {
payload.items.forEach((product) => {
if (product.items) {
product.items.map((variant) => {
const { product_id, product_title, variant_id, variant_option1, variant_option2, variant_price, inventory_quantity, location } = variant;

csvRows.push({
product_id,
product_title,
variant_id,
variant_option1,
variant_option2,
variant_price,
inventory_quantity,
location
});
});
}
});
}

// Adjust `output` here to alter data after we transform it.
const csvOutput = Mesa.csv.encode(csvRows, true);

// We're done, call the next step!
Mesa.output.next(csvOutput);
}
}
    

14. Test, then turn “On”

    Give your workflow a test run to confirm it’s ready, then activate it to run automatically every hour.