Everything you need to know about the Excel-like editor

Modified on Mon, 23 Jun at 1:12 PM

TABLE OF CONTENTS

Accessing the editor

Go to the Apps section of your Shopify admin panel (1) and select Metafields Guru from the list of installed apps (2):

From the homepage of our app, click on the "Excel-like editor" menu item (3) to get to the editor's grid and press the Open editor button (4):


Well done! Now, you can start managing your metafields.


Understanding the UI

When the editor is loaded, you are greeted by 8 groups of control elements:

1) Resource type selector - allows you to choose the resource to edit metafields for, i.e., products, orders, pages, etc.

2) Quick access to the list of saved searches.

3) Metafield and standard properties selector, which allows you to add columns to the editor's grid.

4) Resource list. You can adjust the width of this column by dragging its right border.

5) Advanced filters - a neat tool for precise updates.

6) Settings. Here you can configure the editor's behavior.

7) Pagination buttons. Due to the limitations of Shopify's API, you can display entities in portions of up to 50 items per page. Use these buttons to navigate between the pages.

8) Buttons to save or discard changes, and close the editor.


Configuring the editor's grid.

Metafields

First, press the "Select columns" button to see the available options. When a drop-down menu is revealed, you can select metafields from metafield sets and definitions (1), select existing metafields from another resource (given that products are the most popular one, it's safe to say "from another product") (2), or specify the metafields' type/namespace/key combinations manually (3):


Confirm your selection to start editing metafields:


Standard properties

You can also add the standard Shopify properties to the editor's grid. Note that data from these columns can be viewed, copied, and pasted to metafield columns or external spreadsheets, but can't be edited. Navigate to the respective tab (1) and select the properties from the list (2):


Remove a column from the grid.

This can be done in two ways:

1) By pressing the trash can button in the data selection menu:

2) By pressing the [...] and X buttons in the grid itself:


Editing metafields

To edit a single metafield value, click on the respective cell and enter, update, or delete its content. An active cell shows 4 additional buttons that can:

1) Assign the value from the active cell to an entire column (affects only the current page of up to 50 items);

2) Copy the value from the active cell to the clipboard;

3) Discard changes made to the selected metafield;

4) Clear the value of the selected metafield. Shopify does not support empty metafields, so the metafield without a value will be deleted when you save changes.


You can edit the entire column:

or multiple cells simultaneously by highlighting them with your cursor, also known as the pointer or mouse:


Press the Save button when you finish editing the data:

Compatibility with spreadsheet editors

You can copy multiple cells from a Google or Excel sheet to our editor and vice versa.

You can use the arrow buttons to navigate between the editor's cells.

If you press Enter after typing in a metafield's value, you move to the next cell in the same column. If you press Tab, you will move to the cell to the right of the active cell.

If you press Del or Backspace, buttons you will clear the value of an active cell or selection.

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