How to Set Up Automated Exports with Shopify Flow

Shopify Flow Integration

Shopify Flow is an automation tool that allows you to automate recurring tasks and processes in your online store. Now, it can also help you create automated reports in DataChamp. It works with simple if-then logic: for example, if a new order comes in, then create an order report. That is exactly what we will set up in this article, but you can select all kinds of triggers.

Shopify Flow is a free app and available on all paid Shopify plans (Basic, Shopify, Advanced, and Plus).

What you can do with the DataChamp + Flow integration

The integration lets you start any DataChamp report from any Shopify Flow trigger – and combine the flexibility of Flow with the full power of DataChamp's export engine. That means you get reliable, customizable CSV, Excel, Google Sheets or feed exports, with all 500+ Shopify fields including Metafields and custom attributes, automatically delivered to Google Drive, Dropbox, FTP, Email or a feed URL – triggered exactly when you need them.

A few examples of what becomes possible:

• Order received → send order report to fulfillment partner via FTP. Trigger a tailored CSV export with exactly the fields your 3PL or warehouse needs and drop it on their FTP server automatically.
• High-value order placed → send detailed Excel report to your accounting team's email. Use Flow conditions (e.g. order value over a certain amount, specific country, B2B customer) to filter, then let DataChamp generate the document.
• Refund created → log it to a Google Sheet for your finance team. Each refund appends a new row with all the fields you care about.
• Product inventory low → export product report to Dropbox. Send purchasing a ready-to-use restock list.
• Customer tagged as VIP → export customer data to Google Drive for your marketing team's next campaign.
• Draft order created in B2B → push order details to your ERP via FTP in your custom import format (e.g. SAP, NetSuite, etc.).

In short: Flow decides when and under which conditions a report runs, DataChamp decides what's in it and where it goes. This combination replaces a lot of manual work and removes the need for additional middleware tools like Zapier or Make for these scenarios.

How to Set Up the Workflow

1. Create order report in DataChamp

First of all, you need to create the report which should then run automatically in DataChamp through Shopify Flow. Either choose a template or create the report from scratch and select all your desired fields. If you need help setting up this report, refer to our other Helpdesk articles like Create New Report or write us – we are happy to help.

2. Install and open Flow

Shopify Flow is an app you must install from the Shopify App Store. Go to your Shopify admin, open the App Store, search for "Shopify Flow," and install it. Once installed, you can open it from your admin dashboard under Apps → Flow.

3. Create a new workflow

5. Select a trigger

5. Select the task you would like to have done, e.g. when a new order is created

6. Now select the desired action – what should happen when a new order is created? Click on the + sign and then click on "Action"

7. Select or search for DataChamp

8. Workflow configuration

Click on "Start DataChamp Export" and then select your desired report.

Select the report you created earlier or choose another one.

If you only want to export the newly created order that triggered the workflow, enter {{order.id}} in the Object ID field.

9. Turn on the workflow

Now every time a new order comes in, a new report will be triggered in DataChamp, exporting only the new order.

Updated on: 13/05/2026