How to update selected options to Shopify order notes to export
As you know Tepo Product Options provides features to expand product options on the Shopify products page. Once customers made a purchase of a product that includes custom product options from our app, those custom product options will be displayed in the order detail page as lineitem properties.
Here is the example order. However, Shopify's basic export functionality currently doesn't directly export these line item properties 🥲 .
In this case, there are some workarounds export this data:
Utilize a separate order exporter app.
These many apps which are specializing in order exports, but several options cater to various needs and budgets. You can explore the Shopify App Store to find a solution that best suits your requirements.
Sync line-item properties to Shopify order note using free app - Shopify Flow.
Luckily, Shopify's basic export functionality supports to export order note., this powerful combination within Shopify streamlines the process if you don't want to install any order export app.
In this article, we will walk you through this workaround to utilize the free app - Shopify Flow to update line-item properties to Shopify order note. Then you will be able to export the order with custom options using Shopify default export function.
Shopify Flow is an event-based feature that lets you to create automated workflows. Shopify Flow monitors your store for events, and lets you create an automated sequence of actions that are taken in response.
Open Flow app > Click on Create Workflow:
Start a trigger event to start this workflow when an order is created:
Add condition to check whether the order tag includes tepo
Each order with custom options from our app will have a tag tepo, so in this case we can use this tag to filter out orders have custom options as line-item properties
Then start an action to update order note when the condition is met.
Paste the following code to the note
This custom code streamlines updating custom data as line item properties directly to the order note, eliminating the need to copy _optionSetId and _itemKey for a cleaner note presentation. Please have a look at the example at the final step.
After pasting the code, it should look like this:
Finally, turn on this workflow and make a test order
After customers made an order that included custom options from Tepo, these line-item properties will automatically be updated to the order notes
From the notes section, you can see that there are no _optionSetId and _itemKey copied, this created a cleaner note presentation.
Once you export this order, you will be able to view these data from order Notes column:
That's it. Hopefully this article has helped you utilize the Shopify Flow app to sync custom data to order notes and easily export it. Things change all the time, so if you run into issues please don't hesitate to share them with us at support@tepo.app or use the in-app live chat. We're happy to lend a hand 🤩
Here is the example order. However, Shopify's basic export functionality currently doesn't directly export these line item properties 🥲 .
In this case, there are some workarounds export this data:
Utilize a separate order exporter app.
These many apps which are specializing in order exports, but several options cater to various needs and budgets. You can explore the Shopify App Store to find a solution that best suits your requirements.
Sync line-item properties to Shopify order note using free app - Shopify Flow.
Luckily, Shopify's basic export functionality supports to export order note., this powerful combination within Shopify streamlines the process if you don't want to install any order export app.
In this article, we will walk you through this workaround to utilize the free app - Shopify Flow to update line-item properties to Shopify order note. Then you will be able to export the order with custom options using Shopify default export function.
Install Shopify Flow.
Shopify Flow is an event-based feature that lets you to create automated workflows. Shopify Flow monitors your store for events, and lets you create an automated sequence of actions that are taken in response.
Step 1: Install Shopify Flow from Shopify App Store:
Step 2: Set up Workflow to copy product options to order notes
Open Flow app > Click on Create Workflow:
Start a trigger event to start this workflow when an order is created:
Add condition to check whether the order tag includes tepo
Each order with custom options from our app will have a tag tepo, so in this case we can use this tag to filter out orders have custom options as line-item properties
Then start an action to update order note when the condition is met.
Paste the following code to the note
{% for lineItems_item in order.lineItems %}{% unless lineItems_item.title contains "_optionSetId" or lineItems_item.title contains "_itemKey" %}{% for customAttributes_item in lineItems_item.customAttributes %}{% unless customAttributes_item.key contains "_optionSetId" or customAttributes_item.key contains "_itemKey" %}{{ customAttributes_item.key }}: {{ customAttributes_item.value }}
{% endunless %}{% endfor %}{% endunless %}{% endfor %}This custom code streamlines updating custom data as line item properties directly to the order note, eliminating the need to copy _optionSetId and _itemKey for a cleaner note presentation. Please have a look at the example at the final step.
After pasting the code, it should look like this:
Finally, turn on this workflow and make a test order
Display on order detail and export:
After customers made an order that included custom options from Tepo, these line-item properties will automatically be updated to the order notes
From the notes section, you can see that there are no _optionSetId and _itemKey copied, this created a cleaner note presentation.
Once you export this order, you will be able to view these data from order Notes column:
That's it. Hopefully this article has helped you utilize the Shopify Flow app to sync custom data to order notes and easily export it. Things change all the time, so if you run into issues please don't hesitate to share them with us at support@tepo.app or use the in-app live chat. We're happy to lend a hand 🤩
Updated on: 13/03/2024
Thank you!