September 15, 2020

How to Back Up Your Shopify Store

Shopping bag with receipt and wallet
SECTIONS
  1. Backing up Shopify products, customers, orders, and discount codes
  2. Backing up financial data
  3. Alternative methods

How to Back Up Products, Customers, Orders, and Discount Codes on Shopify

You can back up a copy of your Shopify store’s products, customers, orders, and discount codes. To do so, login to your Shopify account, go to the admin panel of your store, and look for their corresponding pages. For this example, we will back up our products list. On the line below page title, you will see Export and Import alongside the arrows. Click on Export.

Product list page. Export button highlighted


A pop-up window will appear for some options on backing up these items. You should select All products to get all the products included in a single file. Alternatively, you can select other options if you're looking to back up specific items.

Export products window. All products selected. Export as CSV for Excel, Numbers, or other spreadsheet programs selected.


After clicking Export products, an email containing the CSV file will be sent to the email you used to register the account in Shopify. 

We can do the same thing with the customer lists...

Customers list page. Export button highlighted


... also, orders lists...

Orders list page. Export button highlighted.


... discount codes, too!

Discount codes list page. Export button highlighted.


How to Back Up Financial Data on Shopify

Various reports, including financial data, can be accessed by clicking Analytics on the left-hand panel, then pressing Reports. Financial data has its own tab named Finances. The Finances summary can only be printed (directly to paper or to a PDF file)...

Finances summary page. No Export button but allows you to print to paper or to PDF.


...but, its individual data can be exported as a CSV file!

Gross sales page. Export button highlighted

Further Notes

If you are a bit more computer savvy, you might want to access the JSON files of Shopify since they contain more information, such as the customer creation date.

And, well, if you don’t want to go through the hassle of learning new code, you can use Lido instead! Lido will automatically access and process these additional information for you to use. 

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