How to Export CSV Data from Shopify and Import It into clariBI

Shopify is one of the most popular e-commerce platforms, and it provides straightforward CSV export options for your store data. Importing this data into clariBI lets you unlock AI-driven insights across orders, products, and customer behavior.

What You Can Export from Shopify

• Order data with line items, totals, shipping, and payment details
• Customer records with contact info, order count, and total spend
• Product catalog with titles, variants, prices, and inventory levels
• Financial reports (sales, taxes, payments, payouts)
• Discount code usage reports
• Traffic and conversion analytics
• Inventory snapshots and adjustment history
• Gift card and refund records

Export CSV Data from Shopify

Method 1: Export Orders

1. Log in to your Shopify admin at your-store.myshopify.com/admin
2. Navigate to Orders in the left sidebar
3. Use filters to narrow down by date range, status (fulfilled, unfulfilled, refunded), or other criteria
4. Click the Export button at the top of the orders list
5. Choose to export Current page, All orders, or Orders matching your filter
6. Select CSV for Excel, Numbers, or other spreadsheet programs as the format
7. Click Export orders and the CSV file will download or be emailed to you for large exports

Method 2: Export Products

1. Go to Products in the left sidebar
2. Apply any filters if needed (by status, vendor, collection, etc.)
3. Click the Export button at the top of the products list
4. Choose the scope: Current page, All products, or Selected products
5. Select CSV for Excel, Numbers, or other spreadsheet programs
6. Click Export products and download the file

Method 3: Export Customers

1. Navigate to Customers in the left sidebar
2. Apply filters to select specific customer segments if desired
3. Click the Export button at the top of the customer list
4. Choose the export scope and CSV format
5. Click Export customers and download the file

Method 4: Export Analytics Reports

1. Go to Analytics > Reports in the left sidebar
2. Select the report you want (e.g., Sales over time, Sales by product, Sessions by referrer)
3. Set the date range for the report
4. Click the Export button in the top right corner of the report
5. Choose CSV and download the file

Tips for Clean Exports

• Use date range filters when exporting orders to keep file sizes manageable and focused on the period you want to analyze
• Export products and orders separately, then let clariBI help you cross-reference product performance with order data
• For financial analysis, use the Analytics > Reports section rather than raw order exports, as they include calculated totals

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Shopify - Orders Q1 2025")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What are my top 10 best-selling products by revenue this quarter?"
- "Show me the average order value trend over the last 12 months."
- "Which customer segments have the highest repeat purchase rate?"

clariBI's AI will automatically analyze your data and suggest relevant insights.