Shopping Lists template
Export, create, and update BigCommerce B2B Edition shopping lists and their items with Shift.
Quick start
To create a list, follow the creating shopping lists guide or download the minimal creation example.
To see every supported export column, download the full shopping list export example.
Export shopping lists
- Choose Shopping Lists in Shift and start a new export.
- On the Filter step, choose User and select a B2B company user by name. You must select one user, and only one user can be selected per export.
- On the Columns step, choose the list fields under Basic and the product fields under Items. Include ID on both sheets if you plan to update the exported lists and items.
- Complete the export and download the spreadsheet.
The chosen user's BigCommerce B2B role affects which lists the export can return. A junior buyer can see lists they created, but no one else's. A senior buyer or company administrator can see the company's Approved and Ready for approval lists, including lists submitted by junior buyers. Choose the user whose access matches the lists you need, and check the exported file before making changes.
Import and export columns
The Basic sheet has one row per shopping list. The Items sheet has one row per item. Shopping List ID links an item to an existing list. For a new list without an ID, use Shopping List Name to link its item rows to the new Basic row. A name cannot identify an existing list for an update.
Basic columns
| Column | Description |
|---|---|
| Mode | Import mode for the shopping list. See import modes. |
| ID | BigCommerce shopping list ID. Keep this value to update or delete an existing list. If it is blank, Shift creates a new list, even when its name matches an existing list. |
| Name | Shopping list name. Required when creating a list; editable on an existing list. Also links Items rows to a new list that has no ID yet. |
| Description | Shopping list description. |
| Status | Required when creating a list. Use Approved, Deleted, Draft, or Ready for approval (or the corresponding values 0, 20, 30, 40). |
| Company ID | B2B company ID associated with the list. Read only. |
| User ID | B2B buyer user ID. Required when creating a list. |
| Channel ID | Storefront channel ID, when present. |
| Channel Name | Storefront channel name. Read only. |
| Created At | Creation date and time. Read only. |
| Updated At | Last update date and time. Read only. |
Items columns
| Column | Description |
|---|---|
| Shopping List ID | Links this row to the shopping list on the Basic sheet. Required when updating an existing list. |
| Shopping List Name | Matches an item row to a new Basic row when the list has no ID. It does not replace Shopping List ID for updates. |
| ID | BigCommerce item ID. Keep it to update an existing item; leave it blank to add a new item. |
| Product ID | BigCommerce product ID used to identify a new item. |
| Product Sku | Product SKU included on export for readability. It does not identify an item on import. |
| Variant ID | BigCommerce variant ID used to identify a new item when the product has variants. |
| Variant Sku | Variant SKU included on export for readability. It does not identify an item on import. |
| Quantity | Item quantity. Set an existing item's quantity to 0 to remove it from the usable list. |
| Sort Order | Position of the item in the list. |
| Product Note | Note attached to the item. |
| Option ID | Product option ID, when applicable. |
| Option Value | Product option value, when applicable. |
| Created At | Item creation date and time. |
| Updated At | Item last update date and time. |
For a new item, include Product ID and Quantity. Include Variant ID when the product has variants. Shift's current import validation may also require Variant ID for products without variants; if validation rejects the row, supply the product's variant ID. For an existing item, its ID identifies the item to update.
Update a list or its items
Keep the shopping list ID on the Basic sheet and Shopping List ID on its Items rows. You can then change the Name, edit an item's Quantity or Product Note, or add an item by leaving its item ID blank. To create an entirely new shopping list, leave its list ID blank and provide a Name, Status, and User ID. On the Items sheet, use the same Shopping List Name to attach new items to it.
Do not remove the shopping list ID from a row you intend to update. Shift cannot match by shopping list name, so a row without the ID creates a new shopping list.
Import modes
Use the import modes guide for the Mode column on the Basic sheet. This controls whether Shift merges, creates, updates, replaces, deletes, or skips the shopping list itself.
| Mode | Action |
|---|---|
Merge | Existing items are updated. New items are created. Missing columns or empty column values are ignored. This is the default mode. |
Update | Existing items are updated. New items are ignored. Missing columns or empty column values are ignored |
Create | New items are created. Existing items are ignored. |
Replace | Existing items are deleted and recreated. New items are created. This is the same as a Delete followed by a Merge. |
Delete | Existing items are deleted. |
Skip | This item is ignored |
You can also choose an Items import mode separately. On an existing list:
| Items mode | Effect |
|---|---|
Merge | Update items with matching item IDs and add new items. Other items remain as they are. This is the default. |
Create | Add new items only. Existing item IDs are ignored. |
Update | Update items with matching item IDs only. New items are ignored. |
Replace | Keep the shopping list, apply the imported items, and remove existing items omitted from the file by sending quantity 0. |
Delete | Set the quantity of matching existing items in the file to 0. |
For item Replace and Delete, Shift sends quantity 0 to remove affected items from the shopping list. Replacing Items keeps the shopping list itself and its ID.
Export filters
Shopping list exports use the User filter. Select one B2B buyer user by name for each export. The BigCommerce list endpoint determines visibility from that user's role and the lists' statuses.