How BulkFlow Works
Step 1: Connect your store
Let’s start importing data by connecting your store. After signing up for BulkFlow, click Connect under your preferred eCommerce platform – like Shopify, WooCommerce, or Wix.
Once connected, BulkFlow will automatically create a workspace for your store, allowing you to manage your data flow easily. Moreover, if you have multiple stores, you can also create separate workspaces for each one.
Step 2: Create a new feed for bulk data import
Now that your store is connected, it’s time to set up your bulk data import. From the home screen, click Create a Feed, then select Add New to begin.
Then, enter your feed name and choose the data entity you want to import among Products, Customers, or Orders.
BulkFlow offers two options to import your data:
- Use the BulkFlow template: This option is ideal if you’re starting from scratch. Just download the template and fill in your data. It makes the data import process faster and avoids field mapping later.
- Use a different template: Already have your own data file? Simply upload it to BulkFlow using your existing format.
Next, choose how you’d like to connect your feed file. BulkFlow supports multiple connection methods:
- File URL
- FTP or SFTP
- File Upload
- Google Sheet
Step 3: Prepare your feed data
At this step, BulkFlow will display the connection settings based on the connection method you’ve selected.
Configure your connection and other file settings, if available, to ensure BulkFlow can properly access your data and import it into your connected store. Once finished, click Continue.
Step 4: Map your fields
If you selected the BulkFlow template in the previous step, your fields are already pre-mapped, so there’s no need to worry about mismatches!
Otherwise, if you use your own file, it’s time to map your fields to ensure your data imports correctly.
BulkFlow will automatically analyze your file headers and map them to the corresponding store fields. If any fields don’t match the expected template, you can manually adjust the mappings to ensure accuracy.
In addition to field mapping, you’ll also see several extra options, such as:
- Setting up an inventory location
- Enabling auto-publish for imported items
- Adding tags to organize your data more effectively
Once done, click Continue to proceed with your feed to the next step.
Step 5: Automate & schedule data importing
Now that your feed is set up, you can save time by automating and scheduling your data import.
Set your feed to run automatically at times that suit your workflow – every 1 or 3 hours, or based on a custom schedule. BulkFlow will detect changes in your souce, import data, and update your store without you having to lift a finger!
At the bottom of the page, you can also check the importing results in the Activity Log.
Step 6: Manage your imported data schedule
Finally, you can effortlessly review and manage all newly added data across all feeds in your workspace, all displayed in a single table.
Easily check data details, import status, error logs, and filter the information based on your needs.
Step 1: Connect your store
Begin by linking your store to BulkFlow. Once you’ve signed up, simply click Connect beneath your chosen eCommerce platform – such as Shopify, WooCommerce, or Wix.
BulkFlow will then automatically generate a workspace for your store, giving you an easy way to manage your data. If you are running multiple stores, you can also set up additional workspaces.
Step 2: Create a new feed for bulk data update
With your store now connected, you are ready for a bulk data update. Start by going to the home screen, clicking Create a Feed, and selecting Update.
Give your feed a name, then select the type of data you want to import: Products, Customers, or Orders.
BulkFlow provides two ways to update your data:
- Use the BulkFlow template: This option is ideal if you’re starting fresh. Download our template, add your data, and enjoy a faster update process with automatic field mapping.
- Use a different template: Already have your data file? Upload it using your current format, and BulkFlow will work with it.
After that, choose your preferred method to connect the feed file. You can link your file via:
- File URL
- FTP or SFTP
- File Upload
- Google Sheet
Step 3: Prepare your feed data
At this stage, BulkFlow will show the connection settings based on the connection method you’ve selected.
Configure your connection details and any other file settings so BulkFlow can access your data and update it in your connected store accurately..
Step 4: Map your fields
If you selected the BulkFlow template in the previous step, your fields will already be pre-mapped to match your store’s structure, so you won’t need to worry about mapping errors during the update.
However, if you’re using your own file, it’s time to map your fields to ensure your data updates accurately.
BulkFlow will automatically analyze your file headers and match them to the correct store fields. If any fields don’t align with the expected data, you can manually adjust the mappings to make sure your updates apply correctly.
In this step, you’ll also find additional configuration options, including:
- Choosing an inventory location
- Enabling auto-publish for updated items
- Adding tags to help organize and filter your updated data
Once you’ve completed the mapping and settings, your feed is ready to proceed with the bulk update.
Step 5: Automate & schedule data updating
Once your feed is set up, you can save time by automating and scheduling your data update.
Set your feed to run automatically at times that work best for your workflow, whether every 1 or 3 hours, or based on a custom schedule. BulkFlow will detect changes in your source, update your store, and refresh your data without needing to do anything manually!
Additionally, at the bottom of the page, you can check the Activity Log for a detailed record of your update results.
Step 6: Manage your added products
Finally, you can effortlessly review and manage all updated data across all feeds in your workspace, displayed in one comprehensive table.
Check the updated data details, update the result, error logs, and filter the information based on your specific needs.
Step 1: Connect your store
To start bulk exporting your data, first connect your store to BulkFlow. After creating your account, click Connect under your eCommerce platform, such as Shopify, WooCommerce, or Wix.
Once connected, BulkFlow will automatically create a dedicated workspace for your store. This workspace lets you easily manage data flows, including bulk exporting product, inventory, or order data.
Managing multiple stores? You can create separate workspaces for each one to keep everything organized and efficient.
Step 2: Create a new feed for bulk data export
Now that your store is connected, you can begin bulk data export. On the home screen, click Create New Feed, and then select Export to set up your export feed.
Step 3: Set up an export connection
Next, choose how you would like to receive your exported file.
BulkFlow offers two methods to receive your exported data, so you can choose the one that fits your workflow:
- Send to Email: You can have the exported file sent as an attachment directly to your email(s). This option is ideal for quick access and easy sharing.
- FTP/SFTP: Alternatively, you can have the file automatically uploaded to your FTP/SFTP server. This method is perfect for those who prefer to store and manage their files on a secure, centralized server.
Step 4: Select the exported format and data
In this step, choose the file format and data you want to export.
As for the file format, you can select either CSV or Excel, depending on your preference and the software you plan to use for further processing.
Next, choose the data entity you’d like to export. You can select from Products, Customers, or Orders. Once you’ve chosen the data entity, tick the box next to the specific data you want to export. This allows you to customize the export and ensure only the most relevant information is included.
To narrow down the exported data, you can apply filters. You can filter by date, order status, or any other custom criteria to ensure only the necessary data is exported.
Step 5: Automate export schedule
You can automate your exports by scheduling them regularly, like every 8 or 12 hours. This step is optional, but it can save you time by running exports automatically, so you don’t have to do it manually each time.
Select the schedule that works for you, and BulkFlow will handle the rest.
Step 6: Export data and manage your feed
Once you’re ready, click Export to begin the export process. Once BulkFlow completes the export, you can view the results.
Moreover, after exporting data, you can still adjust your export schedule anytime, allowing you to set a new frequency for future exports. Additionally, if your needs change, you can easily edit your export configuration to customize which data is included in future exports.