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Export Create Page

Understanding the export configuration interface for creating and customizing Shopify data exports

Updated this week

Overview

The Export Create Page is where you configure and start new export jobs in Altera. This page provides a comprehensive interface for selecting data types, choosing specific fields, applying filters, and configuring export options like file format, scheduling, and remote delivery.

You can access this page by clicking New export from your Altera home page, or by cloning an existing export job.

Page Sections and Features

Data to Export

The top section displays all available data types you can export from your Shopify store.

How to select data types:

  1. Click on any data type button to select it

  2. The button will highlight when selected

  3. Click again to deselect

  4. You can select multiple data types for most export formats

Object Configuration

After selecting data types, configuration cards appear for each selected type. Each card includes:

Field Groups

Field groups organize related fields together to make configuration easier. Each data type has its own set of field groups (e.g., Products has General, Variants, Images/Media, Collections, Metafields, SEO, and more).

Selecting fields:

You have two options for selecting which fields to include in your export:

  1. Select entire field groups - Click a field group button to include all fields from that group

  2. Select individual fields - Click on an already-selected field group button to open a modal where you can choose specific fields from that group

When you click on a selected field group, a modal appears showing all available fields in that group. You can:

  • Check or uncheck individual fields to customize your selection

  • Use the Select all button to quickly select all fields in the group

  • Save your selection to return to the export configuration

Tips:

  • Select only the fields you need for faster exports and smaller file sizes

  • Complex field groups like metafields can increase processing time

  • Individual field selection gives you precise control over your export columns

Filters

Apply filters to export only specific records that match your criteria:

  1. Click Add filter in any data type section

  2. Choose a field to filter on (e.g., vendor, product type, created date)

  3. Select a comparison operator (equals, contains, greater than, etc.)

  4. Enter the value to filter by

  5. Add multiple filters to narrow your results

Common filter use cases:

  • Export products from a specific vendor

  • Export orders from the last 30 days

  • Export customers with specific tags

  • Export only published products

Options Card

Located in the right sidebar, this section controls the output file settings:

File Format

Choose how you want your exported data formatted:

Matrixify Compatible:

  • Excel (.xlsx) - Excel workbook format with separate sheets for each data type

  • Multiple CSVs (.zip) - ZIP archive containing CSV files for each data type

  • Single CSV (.csv) - Single CSV file (only supports one data type)

Other:

  • Google Shopping Feed - Specialized format for Google Shopping (products only)

When to use each format:

  • Excel - Best for most use cases, easy to open and edit

  • ZIP - Good for large exports or when working with CSV-only tools

  • Single CSV - Perfect for syncing to remote systems that expect a single file

  • Google Shopping Feed - Only when creating a feed for Google Merchant Center

File Name

Customize the name of your exported file:

  • Maximum length: 60 characters

  • Placeholders supported: You can include dynamic values in the filename

You can use the following placeholders in the file name:

Placeholder

Description

Example Output

%{shop_name}

Your store name

My Store

%{shop_subdomain}

Your shop's subdomain

mystore

%{job_id}

The job ID

ABC123

%{jobrun_id}

The job run ID

456789

%Y

Year (4 digits)

2025

%y

Year (2 digits)

25

%m

Month (01-12)

10

%B

Month name (full)

October

%b

Month name (abbreviated)

Oct

%d

Day of month (01-31)

23

%H

Hour (00-23, 24-hour format)

14

%I

Hour (01-12, 12-hour format)

02

%M

Minute (00-59)

30

%S

Second (00-59)

45

%p

AM or PM

PM

%A

Weekday name (full)

Thursday

%a

Weekday name (abbreviated)

Thu

%j

Day of year (001-366)

297

%U

Week number of year (Sunday start)

43

%W

Week number of year (Monday start)

42

Example Filenames:

  • Export_%{shop_name}_%Y-%m-%dExport_My Store_2025-10-23

  • Products_%Y%m%d_%H%MProducts_20251023_1430

  • %{shop_subdomain}_orders_%B_%Ymystore_orders_October_2025

  • Weekly_Export_W%W_%YWeekly_Export_W42_2025

  • Job_%{job_id}_Run_%{jobrun_id}Job_ABC123_Run_456789

Notes:

  • If you don't provide a filename, Altera will auto-generate one based on your selected data types

  • All datetime placeholders use your store's timezone

  • You can combine placeholders in any order

  • Special characters in shop names will be preserved in the filename

URL Visibility

Control whether the exported file URL is publicly accessible:

  • Private (default) - Only you can access the download link

  • Public - Anyone with the URL can download the file

When to use Public:

  • Sharing exports with team members who don't have Altera access

  • Automated systems that need to download exports via URL

  • Creating feeds for external services

Security note: Public URLs include a random identifier that's difficult to guess, but anyone who has the URL can download the file.

Advanced Options

The Advanced Options section (collapsed by default) provides additional formatting controls for your export. These settings apply globally to all data types in your export.

Date/Time Format

Controls how date and time fields are formatted in the exported file:

Format

Example Output

ISO with timezone (default)

2025-11-26 09:59:04 -0500

ISO with timezone (colon)

2025-11-26 09:59:04 -05:00

ISO 8601

2025-11-26T09:59:04-05:00

ISO without timezone

2025-11-26 09:59:04

ISO date only

2025-11-26

US datetime

11/26/2025 09:59:04

US datetime (no seconds)

11/26/2025 09:59

US date

11/26/2025

UK date (dash)

26-11-2025

UK date (slash)

26/11/2025

When to use different formats:

  • ISO formats - Best for data processing and imports into other systems

  • US/UK formats - Better for human readability in reports

  • Date only - When you don't need time information

Phone Number Format

Controls how phone numbers are normalized in the export:

Format

Example Output

Description

Default from Shopify API

+1 555-123-4567

Pass through exactly as stored in Shopify

Strict international

+15551234567

International standard format without spaces

Readable international

+1 555 123 4567

International format with spaces for readability

National

(555) 123-4567

Local format based on the phone number's country

When to use different formats:

  • Default - When you want to preserve the original formatting

  • Strict international - Best for importing into other systems or APIs

  • Readable international - Good balance of standardization and readability

  • National - Best for domestic use or customer-facing exports

Phone Cell Format

Controls how phone number cells are formatted for spreadsheet compatibility:

Format

Example

Description

Apostrophe prefix (default)

'555-123-4567

Prevents Excel from auto-formatting as a number

Formula

="555-123-4567"

Excel formula that displays as text

No prefix

555-123-4567

No prefix, displays the number as-is

Why this matters: Excel and other spreadsheet applications often try to interpret phone numbers as numeric values, which can strip leading zeros or convert them to scientific notation. The apostrophe prefix tells Excel to treat the value as text, preserving the exact formatting.

Scheduling Card

Configure your export to run automatically on a recurring schedule:

Execution Type

  • Run once (default) - Export runs immediately when you click "Start export"

  • Run on a schedule - Export runs automatically at specified times

Schedule Options

When scheduling is enabled, configure:

  • Start time - When the first export should run

  • Repeat interval - How often to repeat (or select "Never" for a one-time scheduled export):

  • Every day

  • Every weekday (Monday-Friday)

  • Every weekend (Saturday-Sunday)

  • Every week (same day of week)

  • Every month (same day of month)

  • First day of every month

  • Every 6 hours

  • Every 12 hours

Use cases for scheduling:

  • Daily product exports for backup purposes

  • Weekly customer exports for marketing analysis

  • Monthly order exports for accounting

  • Hourly inventory exports for warehouse management

  • One-time scheduled exports for timed data deliveries

Note: Scheduled jobs are only available on paid plans. The number of scheduled jobs allowed depends on your plan tier.

Field Column Behavior in Recurring Exports

When you create a recurring export, the field groups and columns you select are fixed for the lifetime of that export. This behavior ensures consistency in your export files:

The field columns you configure when creating the export will remain the same for all future runs. If we add new fields to the app later (for example, adding a new variant field to Altera's field configuration), those new fields will not automatically appear in your existing recurring export. To include new fields, you would need to create a new export with the updated configuration.

The exception to this rule is metafield columns. Metafield columns are dynamically generated each time the export runs, based on:

  • The metafield definitions currently configured in your Shopify store

  • Unstructured metafields that exist on your objects (products, variants, customers, etc.)

Metafield columns always appear at the end of your export file, which means they can change from one export run to another as you add or remove metafield definitions or unstructured metafields in your store.

If you need to ensure that all columns (including metafields) appear in exactly the same order every time, contact us to set up a data transformation. Data transformations can be configured to run automatically after each export to ensure the columns match exactly, including maintaining a consistent order for metafield columns across all export runs.

Import scheduling: Imports also support scheduling, but with different options depending on the source:

  • File upload imports can be scheduled to run once at a specific time

  • Remote imports (FTP/SFTP/URL) support recurring schedules like exports

Export Location

Send your export directly to a remote FTP or SFTP server instead of (or in addition to) storing it in Altera:

Benefits:

  • Automate data delivery to external systems

  • Integrate exports into existing workflows

  • Reduce manual file downloads

Options:

  • Skip upload if export has no results - When enabled, Altera won't upload files to your remote connection if the export returns no data. This is particularly useful for scheduled exports with filters (e.g., "new orders in the last day") that may sometimes return zero results.

See our FTP/SFTP export guide for setup instructions.

Data Transformations

Apply custom data transformation recipes to modify your exported data automatically. Transformations are not self-service - our team will work with you to build custom transformations tailored to your specific needs.

What transformations can do:

  • Convert data to match another system's format

  • Rename or reorder columns

  • Extract data from one column into multiple columns

  • Calculate custom columns (e.g., profit margins)

  • Filter or modify data based on complex rules

How it works:

  1. Contact our support team to discuss your transformation needs

  2. Our team will create custom transformation recipes for your use cases

  3. Once configured, select the recipe for each data type you want to transform

  4. Altera applies the transformation after gathering the data and before generating the export file

Note: Transformations are not available for Google Shopping Feed exports.

See our Data Transformations documentation for more information.

CLI Command Preview

When you configure an export, Altera displays the equivalent CLI command that you can use to create the same export from your terminal. This feature helps you:

  • Learn CLI syntax - See how your UI selections translate to CLI commands

  • Automate workflows - Copy the command to use in scripts or automation

  • Quick reference - Understand how filters and options map to CLI flags

When the CLI command appears:

The CLI command widget is displayed when:

  • At least one data type is selected

  • Execution type is set to "Run once" (not scheduled)

  • File format is not "Google Shopping Feed"

Using the CLI command:

  1. Configure your export settings in the UI

  2. Copy the displayed CLI command

  3. Paste it into your terminal to run the same export from the command line

The command automatically includes:

  • Selected data types and field groups

  • All configured filters

  • File format and custom filename

  • URL visibility settings

  • Advanced formatting options (datetime format, phone format, phone cell format)

  • Data transformations (if configured)

Example:

If you configure an export for products with general and media fields, filtered by active status, the CLI command might look like:

npx altera export create products:general,media --filter 'products.status=active'

If you also configured non-default formatting options, they'll be included:

npx altera export create orders:general --datetime-format iso8601 --phone-format e164

Availability:

The CLI tool, including import and export commands, is available on the Developer and Pro plans only. The Community plan does not include CLI access.

Learn more in our CLI documentation.

Page Actions

Primary Actions

  • Start export - Creates and runs the export job immediately

  • Save - Save your current configuration for reuse later

  • Load - Load a previously saved export configuration

Save Configuration

Save your export settings to reuse them later:

  1. Configure your export as desired

  2. Click Save in the top bar

  3. Enter a descriptive title (e.g., "Weekly Product Export")

  4. Click Save to store the configuration

Benefits:

  • Quickly recreate complex exports without reconfiguring

  • Share configurations between team members

  • Maintain consistency across multiple export runs

Load Configuration

Load a previously saved configuration:

  1. Click Load in the top bar

  2. Select the configuration you want to load

  3. All settings will be restored (data types, fields, filters, options)

  4. Modify as needed before starting the export

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