Manage your Shopify store with Mixtable

This page explains the main steps for working with Shopify data in Mixtable. It assumes that you have already connected your Shopify store.

Creating a Shopify-linked spreadsheet

Everything starts on your Mixtable dashboard. What you see there depends on whether you’ve created a spreadsheet yet:

• Your first visit: the dashboard is titled “Welcome to Mixtable” and shows a few starting-point cards for common tasks, such as editing products and prices or updating stock levels. Click Create spreadsheet on a card and Mixtable creates that spreadsheet right away. To see every template instead, click Browse all templates below the cards
• Once you have a spreadsheet: the dashboard is titled “Your spreadsheets” and lists them. Click Create spreadsheet at the top of the page to start another one

Browse all templates and the Create spreadsheet button at the top of the page both open the Create spreadsheet window. Its templates are grouped into Products, Inventory & Pricing, Orders & Customers, Organization, Content, Integrations, and Analytics & Reporting. Click a template to create your spreadsheet, or choose Blank Excel-like Spreadsheet under Start From Scratch to begin with an empty one. Each template comes pre-configured with the columns you need, so you can start editing right away.

The Mixtable screen at a glance

When your spreadsheet opens, here’s what you’ll find around the grid:

• The menu bar: File, Worksheet, Column, Row, Bulk Edit, Shopify Sync, Import & Export, and Help run across the top of the screen
• Share and the sync control: at the top right, Share invites teammates to the spreadsheet. Right next to it, the sync control shows what’s waiting to go to Shopify and what’s coming in from it
• The toolbar: the row under the menu bar has Find, Sort, and Filter, then formatting buttons such as bold, colors, borders, and number formats. At its far right, Details opens a panel with the selected row’s whole Shopify record. The panel is view only: to change a value, edit the cell and sync
• Right-click menus: right-click a column letter, a row number, or a worksheet tab for options that apply to that column, row, or worksheet, such as Type & format…, Row history, or Rename worksheet…. The tab of the worksheet you’re in also has a ▾ that opens its menu

For a full tour, see Find your way around the spreadsheet. The sync control has its own guide too.

Adding a Shopify-linked worksheet

You can add a Shopify-linked worksheet to any Mixtable spreadsheet.

In an existing Mixtable spreadsheet, click the + button at the end of the worksheet tabs, at the bottom of the screen, to add a new worksheet.

You can also choose Worksheet > Add worksheet… from the menu bar, or click the ▾ on the worksheet’s tab and choose Add worksheet….

The Add Worksheet dialog guides you through four choices:

1. Under Choose a worksheet type, select Shopify data worksheet, then click Continue
2. Under What data do you want to work with?, choose the type of Shopify data you want, such as Products (with variants), Orders (no line items), Fulfillments, Discounts, or Markets
3. Under Choose your columns, select the Shopify fields that should appear in the worksheet. You can search for fields, choose the most-used fields, select every field, remove fields, and drag column headers to change their order
4. Under Which rows should we load?, choose Load everything or Only rows that match rules, then click Create Worksheet

Orders and order-line-item worksheets use a date range or a condition instead of loading an unlimited order history. If more than one Shopify store is connected, the first step also asks which store the worksheet should use.

Mixtable creates the worksheet and starts loading the selected Shopify data. The available fields and row options depend on the type of data you chose.

Syncing data from Shopify to Mixtable

Changes made in Shopify flow into your Mixtable spreadsheet automatically, so your worksheets stay up to date with your store. When new data comes in, the changed cells briefly show a green border so you can spot them.

The sync control at the top right of the spreadsheet keeps you posted. It has two sides: From Shopify for data coming into Mixtable, and To Shopify for your edits going out. When nothing is waiting, each side shows a check mark.

If you have the spreadsheet open when changes arrive from Shopify, Mixtable holds them so nothing shifts around while you're working. The sync control at the top right of the spreadsheet shows how many are waiting, for example Apply 3 updates. Click it to bring them in right away, or close the spreadsheet and they'll come in on their own.

Some data sources require a manual download instead. These include blogs, blog posts, pages, payouts, balance transactions, media images, discounts, translations, Market prices, and B2B prices. On worksheets with this data, the sync control shows Download latest. Click it, or the ▾ at the end of the sync control, to open the sync card. Then, under Download latest from Shopify, click Download next to the data you want to refresh.

Syncing data from Mixtable to Shopify

To update Shopify from Mixtable, edit a Shopify-linked cell. The highlighted cell is saved as a pending change, but it has not yet been sent to Shopify. It stays pending if you reload the spreadsheet, so you can prepare and review a batch before publishing it.

As soon as you have pending changes, the To Shopify side of the sync control shows how many are waiting, for example Sync 12 changes, with Preview right beside it. When you are ready, click Preview at the top right of the spreadsheet to review your changes, then click Sync. Mixtable sends the supported pending changes from the worksheet you have open to Shopify, and the sync control shows “Syncing to Shopify…” while it works. See Preview Shopify changes before syncing for details.

Syncing to Shopify needs the Mixtable Spreadsheet Editor app and an active plan or free trial. If the sync control shows Install app to sync or Upgrade to sync, click it to get set up.

Mapping spreadsheet columns to Shopify data

Not every available Shopify field is displayed by default. To show another field, such as a product description, add a column for it.

To load more Shopify data, click ＋ Shopify data in the header row of an empty column, such as the one right after your last column. You can also choose Column > Add Shopify data… from the menu bar. The field picker opens and asks What should column E show?, with your column's letter in place of E. It lists everything the worksheet can show from Shopify, grouped into sections the way your Shopify admin groups them. Type in the search box at the top, or click a section on the left, to find the field you want.

In the field picker, type what you’re looking for in the search box, or click a section on the left. The sections follow the record’s page in your Shopify admin, such as Title & description, Pricing, Inventory, Custom data for metafields, and Sales & analytics, and they depend on the type of Shopify data in the worksheet. Each field has its own row, with a gray sample value from one of your rows.

Click the field you want. The panel on the right explains what it holds, asks any choice that’s left, and shows an example from your worksheet. Click Save Column, and Mixtable loads its existing Shopify values into the column. On a Shopify data worksheet, columns linked to Shopify have a green column letter. To check what a linked column shows, right-click its letter and choose Shopify field….

Using Excel formulas in your Shopify worksheets

Just like you would in Excel, you can use formulas to set a Shopify value in the spreadsheet. The cell’s value can then be synced to Shopify as it changes based on the inputs. One thing to keep in mind is that if a cell contains a formula, then its content will only sync from Mixtable to Shopify. The cell’s content will not be affected if the underlying data changes in Shopify.

Exporting Shopify data to Excel .xlsx file

At any time, you can export your entire spreadsheet to an Excel XLSX file. Click Import & Export in the menu bar, then select Export to Excel. The file will be downloaded to your computer right away.

To export the current worksheet as a CSV file instead, select Export to CSV from the same menu.