Full Magento vs Shopify Comparison

Transcription:

Hey everybody, this is Ori from Astral Web. In today’s video, I’m going to showcase to you the difference between Magento and Shopify and help you choose better which platform is better fitting for you by sharing knowledge based on my experience. So our agency, Astral Web, we’ve been…we’re agency. We build websites. We build e-commerce websites, both with Magento and Shopify for years.

Magento, about seven years, Shopify about four years right now. And we range…our clients range from many different types of project from very small businesses to medium, to large companies, to multinational brands, enterprise, etc. And we really understand how to do that. So what I wanted to do today is just share with you the knowledge that we have and try to get you closer.

Now, what I’m trying to do is to share with you kind of the out-of-the-box or the more general. But every business has different requirements. So comment in the YouTube channel and specify the specifics that you need and I’ll help guide you even closer to that, okay? Happy to discuss with you guys to share this knowledge, okay? So now we begin. So I have two tables that I wanted to share that I tried to explain things.

Okay. So we’re going to go over some basic information first, and then give you requirements and recommendations along the way. So first of all, Magento, what’s the difference between Magento and Shopify? So first of all, Magento is an open-source platform, which means when you use Magento, you have full control over everything that the platform can do. And you can customize anything.

This is a very specific thing. With Shopify, it’s a closed system, which means they take care of the hosting, the code itself, and you can only customize some things. You can customize a lot of things but there’s certain things that are restricted that you cannot do, for example, URL structures of your product pages or collection pages, you can’t change that.

And there are certain restrictions about API restrictions or other things. So very simple put, if you really want to customize, you have heavy customization, then Magento typically is the way to go. If you have more simple site and you want to…you don’t want to handle all of the kind of, you know, the full customization, Shopify is a better solution. But again, these are very broad things.

Okay. So let’s talk about some quick stats. So Magento and Shopify are founded, started pretty similar times. Personally, we’ve been working with Shopify a lot later. We’ve been working with Magento a lot earlier. And Shopify over the last two or three years has really gotten better and better. And Magento is mostly in the last two to three years is focusing more and more on larger and enterprise projects.

There’s more Shopify sites than Magento. These are stats from their websites. Shopify has about a million merchants and Magento has about 250,000. From real data, they’re probably a lot lower, but the numbers are still by ratio bigger. This 1 million for Shopify is probably, you know, overall but the stores have closed and changed.

As far as app stores and marketplace, these are extensions that add on top of the out-of-the-box functionality. Shopify has a little bit more than Magento has. The ranges, Magento has typically…Magento and Shopify have kind of a lot of the same partners that make extensions like payments and promotion extensions, and shipping extensions, things like that.

Magento has some of the bigger ones like Salesforce integration, you know, CRMs, and things like that. And Shopify has a lot of functionality, marketing tools, things like that. But there’s a lot of overlap. There’s a lot more development happening and communities happening on Magento and a little bit less on Shopify. And Shopify focuses mostly on small business, SMB.

Most of the sites out of the 1 million sites are small business, really small drop shipping, one-person shows. Shopify is getting better at getting bigger and bigger clients and they have with Shopify Plus and really good in growing sites. But usually, their majority of…if you take a pie, majority of the sites are small sites.

And in Magento, the majority of the sites are about mid-market. Maybe they’re small to mid and then there’s quite a few enterprise. So it’s kind of different markets going for there. Magento uses all open source all… it basically uses PHP and MySQL. And then Shopify uses Shopify’s Liquid. So they have some different things. Obviously, HTML, CSS applies, JavaScript applies to all because it’s how you build the front end.

But the languages are a little bit different, okay? Industries. There’s a lot of overlap. But for Shopify, for example, there’s a lot of beauty, cosmetics, fashion, things like that. And in Magento, there’s a lot of manufacturers, retail. There’s a few things and one of the things that’s really big about Magento is you have B2B. So, most e-commerce sites are typically B2C, selling direct to consumer, right?

Customer goes, they buy, etc. Magento has grown to do a lot more B2B. They have in their Magento Commerce version of B2B add-on. It’s a really strong one. Shopify Plus also has an add-on for B2B, but the Magento one is really strong. And we’ve been seeing over the last few years…sorry, over the last two years, a lot more B2B projects and they really do good high, you know, high volume, high SKU, a lot of products, And the B2B is becoming more and more.

So that’s one of the focuses for Magento. Notable brands. There’s really big brands in Magento that we’ve noticed aside from us doing a lot of big brands. There’s companies like Nike, Ford, Olympus, etc. Aldo. And Shopify has also some brands, but they’re usually more bigger brands that are more simple sites like Tesla, things like that, okay?

So next one is plans. So Magento has multiple versions. They have the open-source version, which is a free, non-licensed version. There’s no cost for it. The code comes as is. And then they have paid versions, the enterprise versions called Magento Commerce, which is open source and commerce.

You have to host it yourself. Magento Commerce Cloud, the cloud… the hosting is part of the package from Magento using AWS. And then there’s also some add-ons for Order Management system. These are a separate platform that just…if you have multi-channels you have a lot of different systems, you can have one system that just manage only the orders. And then, Business Intelligence are really just reports and kind of advanced reports.

Shopify has Shopify platforms, Shopify Plans, and also Shopify Plus, and Shopify POS. So what does that mean? If you’re a basic seller, small business, in most cases or medium, you’re going to use Shopify and they have different packages that cost a certain monthly fee.

All of these are hosted by Shopify. Here all of these are hosted by you, by you as a company. So Shopify Plans, basically based on the number of SKUs and the functionality. You have basic and Shopify in advance. And that will decide how you pay a monthly fee and what features you get, and what your transaction fees are, things like that.

So what we’ll do is we’ll link in the comments. But basically, you can see here Shopify Plans, okay? And then you’ll be able to see this is the monthly fee, monthly fee, monthly fee and includes everything in one. And then, there’s Shopify Lite, which is basically barely making website. It’s more about you can just accept credit card, just a simple like Buy Now button, things like that.

And Shopify Plus is for high-volume merchants, starting about $2,000 a month, includes more functionality, more features. We’ll jump into it a little bit later. Okay. So, the simple difference, just to recap this is, Magento, you’re fully open source. You’re customizing yourself. There’s a free version, and then there’s paid versions that are annual fees based on your GMV, based on your sales.

And then, Shopify is very straightforward. This is your monthly fee. It includes hosting, includes all the functionality. So for these ones, open-source, these are the free ones. And then, Shopify, these are the basic functionality. So here we’re talking about for large businesses. The Magento Commerce, which is the enterprise version, and Commerce Cloud, and then the Shopify Plus.

So we’re comparing the enterprise features which cost extra money. So what else do you have out-of-the-box for the enterprise for the Magento Commerce version? You have Abandon Cart functionality. You can log your Admin Actions, whatever people are doing in the back end, for example, this is the backend of Shopify. This is the backend of Magento. You can basically log every action.

For Magento, someone saved the product, someone deleted something, someone made a promotion, you can see all of that. B2B functionality. That’s a big one. It’s, right, it’s selling to businesses, Custom Reports, and BI. This is a huge one. I’m going to jump a few things, Content Staging. You can schedule content to be set live at certain times.

Customer Segments, marketing features, Enhanced Ecommerce for Google Analytics, Page Builder, which is a huge one. It helps you build, create pages by yourself without a developer. Private Sales, Product Recommendation Engine. So real engine using Adobe’s Sensei, one of their basically AI or machine learning.

And RMA which is return management. And there’s just a lot of things and scaling for larger websites. In Magento… In Shopify Plus you have some different things. You have a more simplified B2B channel. You have obviously dedicated support. Also here you have dedicated support.

And you have some additional apps and extensions like Shopify Scripts and Shopify Flow, and etc., and Staging Sites. So these are kind of the functionalities, which we’ve covered. We already have some videos about Shopify, Shopify Plus, Magento, Magento Commerce, okay? Let’s talk about the advantages and disadvantages for both platforms. So what are the advantages for Magento?

Magento is really built for ecommerce only, right? And so, this is…this is a good thing. It’s an advantage over some of the other platforms like WordPress and other. It’s fully open-source, which means you can customize anything you want. Magento is really good for websites and businesses that have multi-store, multi websites. So if you’re a retailer or you’re a company that’s selling with one platform, selling in multiple countries with multiple languages, Magento is a no-brainer.

It’s just the best solution out there. Flexibility, scalability, you can do anything you want. There’s a lot of editions. You have a free edition and then, you have the paid enterprise editions that have more functionality. You can support a huge amount of SKUs. We have projects with hundreds of thousands of SKUs of products and Magento works well.

B2B eCommerce is a big one. It has really good strong core functionality. The features out-of-the-box are much better than Shopify’s feature out-of-the-box. There’s a lot of third-party integrations. There’s a big community. If you have a problem, you Google it, you’ll see a lot of communication in the forums, Stack Overflow, talks. Obviously, we make a lot of videos, things like that.

And there’s a big security focus or a lot of security updates regularly. Adobe is pushing it. And it’s just a really good platform. I really like Magento. I like Shopify as well but we’ve been really…most of our businesses doing Magento because we feel it’s the superior product for the type of businesses that we do. So we have more mid-market and enterprise clients, so that’s why we like Magento more.

But for small businesses, I like Shopify as well. So let’s talk about Shopify’s advantages. It’s also an e-commerce first platform. It’s really good at security. Why? Because Shopify, it’s a closed system. And just like Apple etc., they control certain things that you can do, and you can’t do.

And if they let you customize less things, it has better security. The more you close, the less holes or less potential there is. The other advantage is Shopify sites are much cheaper to make. They’re much simpler. You can launch quicker, quicker time to market. They cost less. You have to, you know, you have to manage less things.

If Shopify takes care of the servers, and then here, you have to take care of the servers in Magento, you’re paying less money. You have less headaches for that stuff. You pay Shopify to do that for you. And the other good thing about Shopify is you have a lot of apps. And you can add functionality by clicking, not asking the developer. In Magento, you have to ask a developer to either create something or install something for you on the server.

With Shopify just like Apple, you just click it works. It’s a really good thing for Shopify, okay? So the simple recap of this is a few things, if you really want to customize, you have a lot of customization requirements, all kinds of special integrations, APIs, you want to do special things, Magento is the go-to thing. If you want a simple just click, install an app, you want to take care of less…spend less money on your own IT, your own MIS, own server people, you want to go with Shopify.

So these are kind of some of the things. You want to launch quicker, you want to spend less money, Shopify. You want to build a beast, you want to build a bigger thing, multi-country, growing, flexible, scalable, you want to use Magento. What are the disadvantages and they’re basically the opposites of this. Magento takes longer, more money to build. Magento is slower to launch, right? It takes longer because it’s built.

Because you’re building more custom things. Magento requires you to do your hosting. Magento requires you to update your security regularly. More of the security is on you versus Shopify, less is of the security is on you. Shopify’s disadvantages. You can’t… There are certain things you can’t customize.

You have to do all these workarounds, make apps and all that stuff. There’s system limitations. There’s like, for example, you can only have a hundred variant products by default, like a hundred, like, for example, you’re selling a shirt and you have a size and color. You can only have a hundred of those. In Magento, there’s no limit. Now, there are workarounds for that, but just the date, the native platform has certain restrictions which you need to be aware of.

Another disadvantage, I think this is an advantage and a disadvantage. But there’s a lot of apps in Shopify that you just click and it works. But the disadvantage is because Shopify’s functionality is limited out-of-the-box and Magento has more things, when you need to expand, you need to extend your functionality, you need to install a lot of third-party apps.

But these apps are done by different providers. You’re going to find one company that does like marketing apps, and one company that does product customization, and one that does email marketing. So you’re starting to add so many different companies’ apps and they don’t necessarily work together well with them and they don’t…not every company is supporting the apps in the best way.

So if they’re down, for example, maybe you’re using a third-party company to do, for example, upsells, I don’t know. And then, their server is down, you are down, right? Your functionality is not working. With Magento, everything is…all the extensions, everything is done on your side. So you’re responsible for the code.

You can buy those or you can make it yourself, but you’re responsible. So if you’re up, you’re up. Now, if the third party is up, you have to start monitoring, like which one is up, sometimes you have support. We’ve seen a lot of issues with consistency and quality of different third-party apps. So you have to select carefully and you have to hope that they’re really supporting, and they’re making money, so they keep your apps running.

Well, this is the reason why we’ve actually started building our own Shopify apps because we’ve noticed that there’s a lot of missing link between the quality and consistency of app maker. So this is a kind of advantage, but also a disadvantage for Shopify. What about the cost structure? So with Magento, you’re paying based on your GMV, depending on how much you’re selling in the year, you’re paying for that.

With Shopify, it’s very straightforward. You’re paying a certain monthly fee and that’s it. Okay. So out-of-the-box, what type of products can you sell in Magento, okay? You can sell a lot of…a lot more things you can do a Shopify. You can sell simple products just, you know, click here, buy it. Configurable products like the t-shirt.

The customer can choose the size and the color, and then they can buy it. Virtual products, a product that’s…is not physical. You’re not shipping it. It doesn’t have a weight. It doesn’t have a shipment. It has digital. So for example, subscribe to this say, you know, pay some money and receive some access to a back end that you can access like a free, like a newspaper, digital newspaper, something like that.

Downloadable, a buy this, and download something like maybe sell an mp3 or something like that. Bundles, build a computer, right? You can select from which CPU you want, which GPU, which etc. and then you can buy it. Grouped, showcase a lot of products, customer can select what they want. Gift card, this is for Magento Commerce.

Buy a gift card and then reuse it later, send it to someone, for example. Magento’s products, one of the really good things about Magento is, the products are fully customized. We have attribute and attribute sets. What that means is, if you’re selling different products, like a t-shirt would have color and size. But a computer would have GPU, CPU, motherboard, ram, etc., so you can set up all the configurations to manage your products in very specific ways.

In general, aside from products, Magento has fully customization on so many things. The way you charge taxes is so custom. You can make…you can fit all the different business types for all across the world. The way you customize your products, the way you customize your customers, those are all fully customizable.

With Shopify, this is what you get and that’s it. What else do you have? You have multi inventory options. In Shopify, you also have that. You have Auto Associations. You can connect upsell, cross-sells related products. You can connect those manually and you can also automatically decide some kind of rule in Magento and then, you can actually recommend other products.

And obviously, in the commerce version, Magento has product recommendation engine, which is a huge thing that more and more platforms will use in the future. Okay. With Shopify, you have very small things. You have simple products, just buy it. Variants are similar to configurable products, which is the t-shirt, select this blue color and buy it.

Virtual and gift cards, okay? There’s no customization on product attributes. You have to use apps to do that, but the apps kind of suck honestly. There’s so many limitations you can do with it, you can achieve it but Magento’s customization on products are much, much better. You also have multi inventory, which is a great feature and Inventory Transfer. This is a nice feature which you can actually monitor how you have incoming stock that’s about to become part of your inventory, okay?

And Magento really the…just to summarize this, Magento has more product types. And it also has a way for you to customize each product with attributes and attribute sets. It’s a really good thing to have, okay? Orders. What can you do with orders in Magento? Oops.

You have front-end and back-end orders. You can customize the order flow. This is a big one. In Shopify, you can have front-end and back-end orders. You cannot customize the order flow. Order flow goes something like this for Shopify. Place an order, order gets created, ship the order, complete the order.

Very simple one, two, three. In Magento, you have invoices, shipments. You have creating the order, and most importantly, custom statuses. You can change the flow. You can have 13 steps if you want. Review the order for spam, ship it partially, prepare the order, pick and pack, etc., etc. Do this, do that.

And you can have variants like if this thing happens, do that, if the other thing happens, complete the order. And this is a huge thing for it. In addition to Magento out-of-the-box, both of them have full and partial refunds, full and partial refunds. And Magento has RMA. So when a customer wants to return something, they can go online themselves, click on their order, say I want to return this thing.

And then there’s a communication between the order flow, you can return the product and eventually, get a refund. Shopify doesn’t have it. You need to have an app for it. And it’s such a basic feature. So RMA is really important. Customer management. Shopify has customer groups, and you can tag them to create customers and then tag them via tags.

So basically, you can make group. These are the VIP. These are the regular customers, etc. Magento has customer groups and customer segments for commerce. So customer segments means you can create things like these tags, but you can actually set certain promotions based on these. And you can do things like dynamic content. So if a certain customer is on a page, they can see a different banner or a different product from other customers.

So there’s more functionality in marketing on Magento than Shopify. Shopify has the good tags, which is a nice feature, but you have to start using apps to achieve other things. Magento Commerce has this out of the… out-of-the-box. And then, Magento Commerce also has customer attributes. So when someone registers or someone checks out, if you want to collect more information than just name, email, password, with Magento, you can create it just click, click, click.

And with Shopify, you have to have a developer doing that. And it’s much more complicated in Shopify. So layout and themes. What is the most focus for most companies? They want to have a beautiful website. So both Shopify and Magento have a lot of different themes you can select from, some are free, some are paid.

And the…you have limitation on the themes, right? You just… Usually companies for Shopify, they just click. They use it. That’s it. In Magento, you can really customize everything much more than you can with Shopify. And a big thing for Magento Commerce is you can actually have the page builder.

You drag and drop. You click. It just works really, really well. It’s so easy to create pages, embed videos, animations, movement, blocks, products, maps, all these kinds of things, okay? Shopify obviously has apps for page builders. But again, we noticed that Magento… the theme, if you notice what’s going on, Magento is much more customizable.

You can customize the products out of the box, the customers, the pages. And in Magento, you need to use apps to achieve those and you have some restrictions, right? So marketing, let’s look at marketing. Magento has a lot of marketing things, advanced promotions, catalog promotions, cart promotions, special prices, tier pricing out-of-the-box, right? Tier pricing means buy this, it’s $10.

If you buy at least 50 of them, it’ll be $8 per piece. And you have each group like the VIPs can have this or the loyal customers can have a different price. You have abandon cart, you have content scheduling, you have just…you have a ton of features, private sales. You can invite people just for exclusive sales, you have Magento…you have Google Analytics eCommerce, you have a lot of things out-of-the-box.

In Shopify, out-of-the-box, you have the abandon cart, which is both. You have basic promotions, which are much simpler. Shopify’s promotions are either $1 off or a percentage off based on some basic information like the cart amount or the cart amount or maybe a date or something like that.

In Magento, you have a rule-based engine. You can combine promotions. You can set this, and this, and this, or this. So you can have all these rules. You can create much more advanced promotions. The good thing about Shopify is there’s easy integration with Google, Facebook, Amazon, eBay, a lot of these channels. In Magento, they’re…most of them are not so easy to integrate.

You need a developer to integrate it. So this is really a good advantage for Shopify. They have something called channels and channels easily allow you to integrate. For example, you want to start a Google Shopping campaign. You can click a few clicks, read a little bit, set it up and you can already start selling, promoting…shopping ads on Google. In Magento, it’s more complicated. But because…part of the reason it’s more complicated is because you have a lot of different products.

You have more customization like you have bundle products in Magento and you don’t have that in Shopify. So it’s easier to integrate more simple products in Shopify. And it’s…by the way, it’s really good. The Shopify channels is one of the biggest features that we like, for Shopify. In Magento, you have to do a little more effort to do that. Let’s talk about…

This is one of our… For most of our clients…most of our clients use Magento. And the reason for that is they’re larger brands and they sell multi countries like they sell, for example, in Taiwan, in Europe, in Australia, in New Zealand, and in North America, right, U.S. So we like to… Our clients require a lot of customization. I want this country to have this functionality, this country to have that functionality.

And I all want it all in one system. I only want it in one system. In Shopify, if you use Shopify Plus you can have multi countries in the same platform. But there’s a lot of limitations. And if you have regular Shopify, not Shopify Plus, you literally have to make for every country a different website.

You’d have to register multiple Shopify accounts. And each one would be its own country if you really wanted some customization. So that is not good. So Magento is really good for customization, flexibility, scalability, and growing for more countries. Payments. Both of them are pretty similar, honestly. Shopify makes it easy to accept payments.

Magento has some out-of-the-box like PayPal, and Braintree, and things like that. So I would say they’re pretty similar. There’s more payment gateways, like the not less popular ones on Magento than Shopify, but Shopify has a pretty good list as well. So I think they’re pretty close. Integrations, there’s a lot of lists for both of them.

SEO friendliness. I would say they’re both pretty similar. Magento is slightly better in SEO because it’s open-source. It means you can customize anything. One of the things you cannot do in Shopify, you can’t change the robots.txt. You can’t change the URL structure of products, like, you can change the product name in the URL, but you can’t change the /product/collections.

You have certain limitations. And it’s an advantage and disadvantage, right? It’s more secure. You can’t change things, harder to make mistakes and break the site but you can customize less. So I really like Magento for the SEO itself. Security. Both are focused on security.

Shopify is slightly better. So I want to correct myself for a second. So they’re both strong security-focused. But the difference between both of them is, Shopify can be slightly better in security because Shopify is taking care of the security and you’re taking care of less security, because there’s less things you can customize, break, or ruin the security.

In Magento, there’s strong security, but aside from the core code, whatever you customize in the code because you’re adding extensions, you have to take care of it. So if you do a good job of security, they’re very…they’re similar, right? They’re both secure and good. Magento releases a lot of security updates which is a big one. But more of the security is on you as the company and more of the security is on Shopify.

So this is the big differences. If you know what you’re doing, website is good. If you outsource something and you find the bad company that doesn’t have security practices and you add an extension on Magento, you have more problems. So it’s really about who’s managing it. This is kind of the responsibility in the security. Both of them are very strong, and they’re both better than a lot of others like WordPress and others.

And this is the difference. Okay. So multi-region. This is why I talked about. This is basically my favorite, one of my favorite things for our clients. Magento is just beating Shopify in multi-region, multi-country, multi-language. The reason for this is when you…even if Shopify has some things for multi-region, you will…

Basically, every country has to follow mostly the same kind of function of the same kind of settings. Magento allows you for each country, each language to have complete different settings or shared settings. So, for example, in Taiwan, for example, the tax is included inside the price, right? So when you buy something for $100, the final price is $100.

But in U.S. when you buy something, the $100 would be maybe on the product, but then when you go to checkout, you have to pay plus, you know, for example, 9%. So you can easily in the backend setup settings for each country, this is the currency, these are the tax things, these are the promotions. And every single setting in the back-end has, you know, basically your settings themselves.

So for example, if I go here to store configuration in Magento and I want to set up my default…sorry, one second. I want to set up my default settings for the countries I allow to ship to, I can specify those.

So I go to any setting, and I change my country here and then I change the setting. There’s so many things you can do out-of-the-box without a developer and customize for every country, every currency. You can have so many things. So localization, right? So for certain countries, Shopify is really a build more for kind of, you know, North America and Europe, really, North America is the biggest focus and then Europe.

So we call kind of the Western world, right? So they’re more payment gateways, more integration, more apps, more things in English. With Magento, it’s also built for that same market, but because it’s open-source, and there’s such a big community, there’s more things that are fitting, for example, Asian countries or, you know, other countries that speak different languages, like, you know, Europe, French, German, etc., so you’re going to have more things for that.

Okay. B2B functionality. Magento is killing it. Magento functionality is a real B2B channel. Shopify with Shopify Plus, this is B2B channels in Magento Commerce only. And so with Shopify, you have to do Shopify Plus. Shopify Plus B2B channel is much more basic.

It’s pretty nice, honestly. But it’s much more basic in function. This is a real B2B business flow. And this is a basic B2B business flow. And I think Shopify will be improving that over time. Education. In order to start using, Shopify is easier to use for a user for the business to run, manage their products, promotions, orders, Shopify is a little bit easier.

Magento takes longer time to learn. And it’s because this is more custom, this is more easy. Reports. Magento Reports out-of-the-box are not good. Shopify has better reports out-of-the-box. But if you use Magento Commerce, then you have BI and you have a lot more things. And you can also customize your own reports.

So depends which version you use. Magento has full APIs. They have APIs, rest APIs, GraphQL, they have a lot of stuff. Magento also has the PWA functionality, PWA Studio. I’m going to add that right here. And then, Shopify has also a lot of APIs. Shopify Plus has all of the APIs.

And then you have really cool things. One of my favorite for Shopify Plus is called Shopify Flow, which…flow…which you can set up automation. So these are the things here. So I just want to say…provide a small recap, and then go to the last thing, which I gave some scores. So in general, I like both of them. Magento and Shopify are good platforms.

They’re a little bit different. So Shopify is mostly smaller businesses, and they’re trying to get into more mid-market. And Magento is more mid-market going more and more to enterprise. So they’re kind of different. Magento is open source. You can customize anything. You pay more money for that, right?

It costs more. It costs more for your developers. You have to do the hosting yourself. Shopify, you can customize less. They take care of more. It’s easier to maintain. It costs less.

It’s a little bit easier. So it really depends on what you’re trying to do. So let’s go over kind of this scoring that I gave it and then I want to have a summary. And then most importantly, you guys ask questions and I’ll be able to help more. So let’s look at this. Okay. So this is some score.

Now, what I did here is I gave out-of-the-box scores that fit a lot of projects, but depending on your requirement, you know, there’s going to be, you know, differences in this. Okay. Ease of use. I would say that Shopify is easier to use than Magento by a very default. And the reason for that there are less functionality.

You can customize less things. Functionality. There’s more… Magento wins. There’s more functionalities out-of-the-box than Shopify, especially Magento Commerce versus Shopify Plus. Customizable. Fully open-source.

I can customize more things. With Shopify, I can customize less. I need to use more apps. And I rely on those app makers to be reliable and strong, etc. Security. They’re both strong on security but again, you’re doing more of the security yourself on Magento. Shopify is doing more of the security on their end.

Uptime. They’re both pretty similar but more responsibility is on you. If you have a bad team, then you have less, you know, uptime. You have more problems. With Shopify, they’re really pretty good on the uptime. Website speed. Out-of-the-box, Shopify is a little bit better, especially because of themes they have.

Magento is not. You have to do a lot more effort from your server-side and your coding side to make Magento faster than Shopify. But obviously, if you’re professional, you know how to do it. So I would say out-of-the-box, slightly less. SEO. You can do more things. It’s fully customized.

You can customize more things. Here you have some limitations in Shopify, right? Support. For Magento Commerce and Shopify Plus, I would say they’re pretty the same. It’s not that… They have some pretty good support. Magento has been improving their support lately.

And I would say they’re kind of two out of three, both of them, pretty similar. Integrations. Depending on which business you are it’s a little hard one for me to do because I would say maybe Shopify is two to three, Magento Commerce has pretty good in a…sorry. For integrations, Magento has more integrations for mid-market.

For Shopify, there’s a lot more for small business. So for our business, I would say better for… If you’re medium, mid-market, Magento has better integrations. But if you’re small business, maybe Shopify is better. So this is kind of…both of them are kind of between two and three, but for mid-market Magento wins.

Release time to market. So if you are a new business and you want to release it, Shopify sites cost less, so cost less on average and they can be released to market quicker. Magento project costs longer, which means they take longer to build, which mean takes longer to release to market.

So this is my summary, everybody. So I really appreciate this. Let me know again in the comments what your specific requirement is, give me some examples. And I want the community to share more and to talk more about this so you can help choose it. Shopify is great. Magento is great. This is the reason why our agency only does these two platforms.

We really like both of them. They’re for different customers, depending where you’re selling, depending what you’re selling, who you’re selling to, and what you need to customize to have your business fit the platform and your platform fit the business. So hope you enjoyed this video. We’ll be making more and more comparisons. Let me know what you guys are looking for.

Appreciate all the videos and take care guys.

Magento Multi Source Inventory Introduction

Magento’s latest version 2.3.0 introduced a much discussed feature, Magento MSI, or Multi Source Inventory. It gives Magento more flexible, more capable inventory management functions that match Magento’s already powerful multi site capabilities.

In a sentence: Inventory is managed across multiple sources that are mapped to sales channels (aka websites) via stocks .

This gives businesses the ability to:

  • Track physical inventory across multiple physical sources
  • Implement more complex multi source (or Omnisource) fulfillment strategies

The New Concepts:

Salable Quantity

Without MSI, Magento has a single QTY value for all simple products. A purchase of a product deducted directly from that number.

MSI introduces a new figure, Salable Quantity, that exists in tandem with QTY. Essentially, it’s an intermediate calculation to ensure that you don’t oversell, while the QTY is maintained across at source level and only updates with shipments or returns.

In order to maintain an accurate salable quantity, reservations made against salable quantities with unfulfilled purchases. In terms of what you see in the admin panel, there isn’t much difference but this is one of the features that allows tracking of salable inventory across multiple channels/websites.

magento multi source inventory diagram

Sources

A core component of MSI, sources represent physical inventory sources. Sources will generally represent warehouses, brick and mortar stores, or drop shippers but can be structured according to individual business structures.

Stocks

Stocks are simply a tool to organize sources into groups according to business flows. Sales channels (websites) are mapped to one or more sources via stocks . Taking a simple example, if we have both a warehouse and a brick and mortar store that are capable of fulfilling US orders, we might assign both of these sources to a stock called “US Ecommerce,” which serves as our stock for our US storefront (website).

How They Add Up

Let’s take a look at the graphic again. Below we have a single warehouse, with a single online sales channel/website. Our source is called “Warehouse” and our stock is called “Bicycle Shop Marketplace.” Salable Quantity at the Stock level is determined by the Quantity at Source level, minus any thresholds we’ve set, minus any pending orders on eBay(note we’ve just grabbed the the magento graphic here – eBay can be considered a website here).

This is essentially the non-MSI magento stock setup, the only exception being that salable quantity is takes two thresholds into its calculation.

magento muli source inventory diagram - one source one stock and one website

Let’s say our sales are growing and we’ve decided to open a new UK brick and mortar store (Flagship store), and two EU websites: UK and Germany (DE).

These two new websites can have orders fulfilled with inventory from both our original warehouse and the new brick and mortar store. This is achieved by assigning these two independent sources to a single stock, “Bicycle Shop UK,” which in turn serves inventory for both of the new websites.

Orders from our eBay storefront continue to be fulfilled only by our warehouse.

magento msi diagram, two sources, two stocks and 3 websites

Continuing to grow, we open up a new US Brick and mortar store, and build a new US website.

Fulfillment for our other websites remains unchanged, but we’ve decided to fulfill orders for our new US website from the two previous sources, as well as our new brick and mortar store.

This is accomplished by creating a stock for the US website which has all three sources assigned to it. This brings us back to the full graphic:

Configuration Overview

*Editors note: we’re starting form scratch and not using the same source, stock and storefront names used in the above diagrams.

Below is a brief look at where MSI shows up in the Magento admin panel:

Sources:

Each installation starts out with a Default source that can’t be disabled. If you’re setting up multiple sources you can rename the default source to better reflect the warehouse or store that it represents.

The only mandatory fields for a source are Name, Code (development use), and Country. Additional fields for unique source contact info and location data that would be utilized for any distance-based source selection algorithm.

Due to the fact that sources are integrally tied to order and shipment histories, they can’t be deleted. However, they can be disabled with the same effect, removing them out from any fulfilment equation.

When setup is completed, your “sources” page should represent all your physical inventory sources as in our sample below (Three US and one Canadian):

Magento MSI manage sources configuration

Stocks

magento MSI stock admin panel navigation

Again, stocks are used for source organization and mapping, so different operation’s stock setup will be unique. In the below example, we’ve set up our “US Ecommerce” stock to represent two of our US sources:

As the object that connects sources to sales channels, both websites and and inventory sources are selected in the Stock view (in this case we’ve added Amazon to represent multi channel operations).

Note that, if multiple sources are assigned to a stock, the admin can drag and drop into a different order. This order is used by the default MSI Source Selection algorithm outlined below.

Source Selection Algorithms:

One of the MSI features with serious potential is support for Source Selection Algorithms which programmatically suggest optimal fulfilment sources for items in an order.

At the time of writing, the only out of the box algorithm in MSI is the “SSA Priority” algorithm for Magento 2.3, but expect updates with new versions soon.

The primary feature of this algorithm is that it prioritizes Sources in the order chosen by the admin on the “Stock” level through a drag and drop list.

In the below screenshot, two sources are assigned to our “US Ecommerce” Stock, and our Seattle Warehouse source will be prioritized by the Priority algorithm due to its position here in the admin.

The full priority algorithm follows this logic:

  1. Checks each source for virtual salable quantity in their assigned order at stock level (top to bottom)
  2. Selects source if a stock level is present (including any aggregate configuration and out of stock thresholds)
  3. Moves down the list to fulfill entire order
    1. E.g. if Seattle source has right socks and New York source has left socks and we’ve sold a configurable product, “Pair of Socks,” 1 simple product will be deducted from each source.
  4. Skips disabled sources assigned to stock.

Custom Source Selection Algorithms

Appealing to multi-channel sellers and larger operations is the potential to customize a source selection algorithm to optimize inventory logistics and shipping costs.

According to Magento:

Magento supports custom development and extensions to add alternative algorithms to prioritize sources. For example, you can have one priority algorithm based upon geography and another based upon expense of stock or a customer attribute. When the cost of stock changes, your implementation can easily change algorithms to ensure the lowest cost.

In other words, you can create the algorithm that’s most appropriate for your operations.

A couple other examples that might be factored into a custom Source Selection algorithm:

  1. Choose source based on cheapest shipping cost
  2. Choose source based on fasted shipping time
  3. Choose source based on national (tax) borders

Again, these more complex algorithms need to be written by third party developers at this point, but the most widely applicable calculations to be incorporated into future Magento releases.

Magento Paypal Rounding Error – Quick Fix

Recently we came across an issue of a paypal window not functioning on a Magento 1.7 site after a site-wide 40% Off promotion began. There are likely coding /extension fixes to this issue, but we thought we’d share the simplest way to address this issue when it’s preventing users from checking out.

The Issue: The item values do not add up to the subtotal given to Paypal. The individual item prices displayed did not match the real subtotal. Magento rounds each items price to two decimal points (for USD, EUR, and others).

So, two items discounted at 40% will look like this:

Original price: 2.99 x .6 = 1.794 Price Displayed: $1.79

Original price 3.99 x .6 = 2.394 Price Displayed: $2.39

This is fine, but the Subtotal displayed is $4.19

The problem is that Magento is adding the actual values (1.794 + 2.394) to get the subtotal. When Paypal receives an order like this, it rejects the request because it does not believe 1.79 + 1.39 = 4.19. It’s receiving each item rounded to two decimal points and a subtotal that’s been calculated with up to four decimal points. These are not always the same value.

 

The Quick Fix: Although this solution leaves you with the problem of inconsistent numbers, it’s a quick solution to getting Paypal to accept these transactions. All you need to do is stop feeding the individual item prices to Paypal.

This is done through System > Configuration > Payment Methods > Paypal Express Checkout. Select Configure and then select No on the “Transfer Cart Line Items” dropdown:

magento line items checkout

Disabling this causes only the total to be read and displayed in Paypal. Users will still finalize their transaction on the Magento checkout page, enabling them to view a price breakdown before actually paying anything.

Ultimately, this still leaves you with prices that add up to more than the individual product sums, so it’s worth finding a more comprehensive solution. However, we should just reiterate that the subtotal is actually a correct sum, it’s just more precise than a sum of rounded sums.

 

Magento URLs With Numbers

Are you seeing some product URLs that look like this – www.mymagentostore.com/mycoolproduct-1435?

Below is a brief explanation of this issue and how to fix it using only the admin panel of Magento. Please note, if you have a large number of products with this issue, you’ll want to look for a coding solution. This is for those who’re experiencing the issue with a relatively small number of products that have likely been uploaded manually.

Why:  Magento (rightly) won’t accept multiple products with identical URLs. This is true regardless of whether or not your simple products are visible individually.

How: This issue may show up for different reasons, but the most common–and most simply addressed– for an administrator is when Simple and Configurable products are created with the same URL key. For example, if you create a three simple products in three different sizes but do not give each one a unique URL key (e.g. productX-small), Magento will add a numeric suffix to each product that is subsequently added with the same root URL. So, in this case your configurable product can end up looking something like /productX-1458.

Remember that magento will auto generate a URL key from the product title. So if you’re simple product title is the same as your configurable product title leaving the URL key field blank will have the same result as entering duplicate URL keys.

What to do? (Again, this is simplest solution without coding or spreadsheets necessary)  To address this issue there are three steps to take:

1) Give each of your products a unique URL key

Simply identify the configurable product and all associated simple products. Starting with the simple products, save each one with a URL that is unique (include reference to size, color, etc). After doing so, make sure that your configurable URL key is correct.

Magento Simple Product URL Key field

 

2) Get rid of URL rewrites

URL rewrite management tabWhen multiple products and variations are created with a single URL key, Magento will create a rewrite to direct links to what it thinks is the correct URL. After you’ve saved your product and it’s variations with unique URLs, you need to delete these rewrites.

To do so, go to Catalog > URL Rewrite Management. Here you should be able to identify all associated rewrites by searching for the base URL key (e.g. productX). Once you’ve identified all associated rewrites, delete them.

Note: this is assuming that the products have URL issues because they are recently added and no significant URL rewrites have been created by the administrator.

3) Reindex Data

The final simple step is to reindex your site so that Magento recognizes the new URLs you’ve created. This is done by going to System > Index Management, Select “Catalog URL Rewrites” (or simply select all, and select the action “Reindex Data.”

reindex data action in magento admin panel

After having completed these steps, you should be able to view www.mymagentostore.com/mycoolproduct without any suffixes being added.

In the near future we’ll try to provide a slightly more complex, but more comprehensive solution for those who are encountering this issue on a larger scale or with a different root cause.

As always, please feel free to add your suggestions!

 

Spend More Save More Magento Coupon Creation

Spend more save more magento coupon tutorial banner

In this article, we’ll briefly go over the method and concept of setting up a multi-tiered promotion using Magento’s Shopping Cart Price Rules promotion creation. In this case, the desired promotion is:

  • Spend $100, get 10% Off
  • Spend $200, get 20% Off
  • Spend $300, get 30% Off

For this set up, we will only go over the necessary fields. Please see our Overview of Shopping Cart Price Rules, for a more detailed explanation of all the available fields and their functions.

Unfortunately, Magento doesn’t offer a simple option for such a multi-tiered discount, so we need to create three separate coupons. Using the rules available to us we will set up three, exclusive shopping cart rules that apply 10% off orders over $100, 20% off  $200+, and 30% off $300+ orders. Theoretically you could also also apply non exclusive rules that add a fixed discount percentage each time someone reaches another amount (i.e. 10% off $100, $200, and $300 NON-exclusive), but this complicates the promotion unnecessarily in our case. Our method assumes that this is the sitewide promotion for the moment and that it cannot be combined with further promotions or coupons.

The actual set up for this promotion is relatively simple. The three rules we’ll create for this promotion are:

  1. 10% Off $100
  2. 20% Off $200
  3. 30% Off $300

Each rule will be set up nearly identically, with the obvious differences in spend / discount and a difference in priorities to prevent all three rules from applying at the same time.

To begin, go to Promotions > Shopping Cart Price Rules > Add New Rule

Rule Information Tab:

The screenshot below shows how we set up the Rule Information tab for the first rule. Most fields here are self explanatory. As this is a site-wide sale, we’re assuming that we have banners, emails, and/or other marketing that’s alerted our site users to the promotion, making a coupon unnecessary.

Note- the Priority Field. For our promotion it is important that we create a higher priority (lower number) for each successive amount of money spent. In our example we choose an arbitrarily high number (low priority)  to begin with and assign decreasing numbers to each tier:

  • Spend 100 get 10% off: Priority- 33
  • Spend 200 get 20% off: Priority- 32
  • Spend 300 get 30% off: Priority- 31

 

magento promotions rule information tab 10% off

Priority is the only field that will vary in this tab between our three rules.

Conditions Tab:

In this tab we specify what conditions are necessary for each price reduction to go into effect. The three rules will be as follows on individual promotion rules:

If ALL of these conditions are TRUE

  1. Subtotal equals or greater than 100
  2. Subtotal equals or greater than 200
  3. Subtotal equals or greater than 300

Magento Promotions Rule - Conditions tab

Actions Tab:

This tab defines what will occur if the conditions in the previous tab are met in the shopping cart. All three rules will be set up as Percent of Product Price discount under the Apply dropdown menu. After that we will fill out the Amount tab according to each tier (10, 20, and 30).

NOTE- in order to have the Priorities that we’ve set have any effect we need to set Stop Further Rules Processing to YES. If this were not done, a purchase of over $300 would have %10, %20, and %30 discounts all applied

Magento Promotions - Actions Tab Demonstration

 

Labels Tab:

This tab allows you to name your promotion as it will appear on the front end. Note that exactly where and how this displays (or doesn’t) is dependent on the unique construction of each site. In our case we can give each rule a label describing it’s discount because the rules will not be applied simultaneously.

 

Magento Promotions Demostration - Labels Tab

 

Finally, the Manage Coupon Codes tab is unnecessary as we did not choose the coupon option under Rule Information.

 

Once you’ve set up these three rules you should have the desired promotion ready to go and advertise. As a recap, we’ve set up three separate rules with identical logic, but each with a marginally higher discount according to higher amounts spent. The key factors for this promotion are the Priority numbers assigned to each of the three rules and that Stop Rule Processing is set to YES in all three instances.

A final note: always be sure to test any promotions in the most safe manner possible. If you don’t have access to a test site, try out promotions with insignificant (but test-able) percentages or amounts, and test them at times when you know that your site traffic is lowest.

See more about Price Cart Shopping Rules Fields Here.

Shopping Cart Price Rules Fields Overview

magento promotions shopping cart price rules overview bannerTo accompany our example of a multi-tiered (spend more, save more) promotion set up in Magento, we’ve created this brief description of the Shopping Cart Price Rules fields and their functions. When setting up promotions, or making any changes for that matter, be sure to test thoroughly before you leave it to run on its own. If you don’t have a test site to do so, try creating first creating promotions that are not very drastic and setting them Active during hours of the day when you’re least likely to have site traffic.

Fields Overview:

Tab: Rule Information

This tab contains general rules including timeline, groups that the promotion will apply to, internal description, and other broad rules.

It includes the following fields (mandatory magento fields always marked with asterisk):

Rule Name: This is for internal use only (i.e. 30% off Labor Day Sale). Rule Name will appear on your Promotions list so include enough detail to distinguish promotions as the list number increases.

Description: Not a mandatory field, but this is your opportunity to spell out the rules of the promotion in plain English for future reference for yourself or others.

Status: Active or Inactive, determines whether your promotion is applied on your site.

Customer Groups: If you have different customer groups and access set up on your site, this field allows you to limit a promotion to only specific groups (e.g. Members Only Sale).

Coupon: Magento offers you the option to choose No Coupon or Specific Coupon

  • No Coupon: Select this option to apply the promotion to all eligible site users (e.g. general sales)
  • Specific Coupon: Allows you to enter the coupon code of your choice. Use this option for targeted promotions, reachout, or any discount you’d like to provide to a limited number of customers.
    • If you choose Specific Coupon option, you’ll have the further option to Use Auto Generation. If selected, Magento will auto generate codes which you can then manage and distribute.

Uses Per Coupon- Depending on your business and the scope of your promotion, use this field to limit uses per your wishes or set to an arbitrarily high number to–in effect–have no limit until the promotion expires or is manually ended

Uses Per Customer: Again, this very much depends on the manner of the promotion you are running. Set according to your wishes.

  • Note: This will be tracked according to customer accounts. If you are trying to limit a coupon to say, only one use, do not use this field. Not only can the coupon be shared but multiple accounts can be created by customers.

From Date: Allows you to specify start date of your promotion. Note that whether a promotion is Active or not is independent of this field. If you plan to set a future start date, set your promotion to Active AND enter a From Date.

To Date: Allows you to specify the end date of your promotion (ending a minute before midnight on the date entered).

Priority: This field is important when running multiple promotions, and essential to creating Multi-Tiered spending promotions (i.e. spend X, get Y% off; spend 2X, get 2Y% off).

The lower the number entered here the higher the precedence/priority in the application of your promotion.

In our three-tiered example we choose an arbitrarily high number (low priority)  to begin with and assign decreasing numbers to each tier

  • Spend 100 get 10% off: Priority- 33
  • Spend 200 get 20% off: Priority- 32
  • Spend 300 get 30% off: Priority- 31

The Priority number you assign promotions will depend on the size and nature of your business and promotions. As a general rule, the less your promotion is limited in scope, the lower number you can assign to it.

See related field Stop Further Rules Processing

 

Tab: Conditions

This tab contains the essential rules or criteria that must be met in order for your promotion to apply.

The rules are fairly easy to set up, and allow for a virtually endless list of conditions.

Generally, by selecting If All conditions Are True you can endlessly narrow down the promotion by product # /products / product attributes / total cost / and so on.

By selecting If Any Conditions are True (or False) you can cast a wider net, allowing you to choose multiple products or price ranges.

In our example, we have a very simple rule set up for the 2nd rule in our three-tiered Spend X, Save X example: the promotion will apply if the customer’s subtotal is equal to or greater than $200.

magento manage promotions conditions tab

 

Tab: Actions

In the Actions tab, you are able to define what happens IF the rules in the Conditions tab are met. It further contains a section that allows you to apply extra conditions to items in the cart, narrowing to specific categories, prices, and more as needed. In our example, we leave this section blank as we have no need to further narrow the application of the promotion.

Section- Apply: Has four, relatively self-explanatory options for what kind of discount is applied in your promotion:

  • Percentage of Price Discount: Allows you to enter a percentage that will be taken off of the subtotal in the Discount Amount field below. In our example, we use this field to create 20% Off
  • Fixed Amount Discount: Allows you to enter a fixed monetary amount (in the next field) to be taken off of products that you define in the second section of this page. If left blank, it will apply to all products that have met the criteria in the Conditions tab.
  • Fixed Amount Discount for the Whole Cart: Allows you to enter a fixed monetary amount to be taken off of products that you define in the second section of this page. As stated, this rule applies to the entire cart.
  • Buy X get Y free (discount amount is Y): Allows you to set up a rule specifying number of item(s) X purchased in order to receive number of items(s) Y free.

Discount Amount: This field is the percentage or fixed amount discounted depending on the Apply action you selected in the step before. In our example, this is where we specify 20 for 20% off purchases over $200.

Maximum Quantity Discount is Applied to: Allows you to limit the number of products that can are discounted if stock or margins are low.

Discount Qty Step (Buy X): This section is where you specify the amount of product X purchased in order to receive product Y if you’ve selected the Buy X get Y free (discount amount is Y) Apply action.

Apply to Shipping Amount: Determines whether the price rule, if a percentage or a fixed number that exceeds subtotal will apply to shipping costs.

Free Shipping: Simple yes/no option to offer free shipping with your promotion (or as your promotion).

Stop Further Rules Processing: This is an important field when running simultaneous or complimentary promotions. Selecting Yes  prevents any further promotions from applying on top of the one you’re creating. When this is the case, it is the Priority  numbers assigned to each promotion that will determine which one ultimately applies. 

In our multi-tiered example, we set this to Yes. Otherwise, using three separate promotions for one “Buy 100 get 10%, Buy 200 get 20%, Buy 300 get 30%,” each rule would apply to a purchase of over $300 dollars, effectively becoming %50 Off.

The second section under this tab is “Apply the rule only to cart items matching the following conditions (leave blank for all items)” – This is where you you specify what items the promotion will actually apply to, as opposed to the Conditions tab, which specifies which items (amounts, etc.) activate the promotion in the first place. It has essentially the same logic rules available as the Conditions tab, and can be used exclusively or in combination with Conditions depending on the specific  promotion you would like to create.

shopping cart price rules actions tab shopping cart rules

Tab: Labels

This section is where you give your promotion the title that you would like site users to see. Whether and where it shows up will depend on the way your site is constructed, but will usually appear on the checkout page.

 

Tab: Manage Coupon Codes

This section is fairly self-explanatory and, of course, only applies if you’re using a promotion that requires a coupon. It is primarily for coupons that you want to closely manage. E.G. a small number of unique coupons to provide to a few exclusive reviewer, in most cases it’s easier and more manageable to enter a single coupon code under the Rule Information tab.

Coupon Quantity: Determines how many coupons will be created.

Code Length: Length of the coupon to be generated.

Code Format: Alphanumeric, Alphabetical, or Numeric.

Code Prefix / Code Suffix: Manually add a set prefix or suffix for organization and management of multiple unique codes.

Dash every X characters: Insert a dash in order to make your coupons uniform with another system or extra unique

Magento: Importing CSVs

magento csv import article banner image

Importing products into Magento with a .csv file can be an incredibly time consuming and sometimes frustrating experience. One can be faced with one hundred columns of product attributes, only some of which seem to match up with the product information that you have on hand. However, uploading via .csv is the best option for uploading multiple products in one batch, and can be made a little easier by following a process and having a little understanding of how to match the cryptic information seen on a magento excel sheet with what you’re seeing or want to see on the front end of your website.

Mandatory Attributes:
When you’re uploading products to Magento, not every variable that is listed in your exported template is necessary to fill out (or include at all). However, in order to successfully upload a .csv, you’ll need to include the mandatory attributes. These include attributes that are, by default, mandatory for any Magento product, as well as attributes that are mandatory to your site exclusively, according to its design and specific needs. If you are only uploading the minimum mandatory fields for products that don’t yet exist, you will need to upload further further information before the products are live.

Magento’s mandatory attributes are:
sku
_attribute_set
_type
price
name
status
visibility
description
tax_class_id
short_description
weight

These attributes are listed in their “attribute code” form as they will appear on a spreadsheet for Magento. Even if some of these field have been altered by site developers, the majority will be mandatory on any Magento site:

sku – your products’ unique alphanumeric identifier.

_attribute_set – refers to a default attribute set that each type of product has. for example “shoes” _attribute_set would likely include a single number representing shoe size and color attribute, whereas “pants” _attribute_set would automatically include a number for both waist and inseam as well as color. _attribute_set defines the attributes that apply to categories of products.
Attribute sets will be defined by the sites developers, so they will vary from site to site, and it’s best to speak with the person who set them up in order to get a good grasp of what they are on your site.

_type – refers to whether your product is simple or configurable. In other words whether it is a stand alone product, a variation, or the parent of variations
price – Self explanatory, the price of the products

name – The title of your product

status – whether or not the product is active on the website. Shown in the back end product page as “Enabled” or “Disabled,” and represented in a .csv by a 1 (enabled) or 2 (disabled)

visibility – Refers to visibility of product on site: Search and Catalog. Most simple products that belong to a parent configurable will not be visible individually. Represented numerically in a .csv.

description – Self explanatory, this is a text field for you to enter a product description. Where this appears on the front end of your site depends on its design.
Note- this field can be changed to non-mandatory by site developers

tax_class_id – Refers to what, if any, taxes will be applied to your products. Found in a dropdown menu under “Price” on the Manage Product page and represented numerically in a .csv. Refer to below tip to find out numerical values associated with dropdown menues

short_description – Similar to description, this text field will display in different ways depending on your site’s design. Also, like description, short_description can me made not mandatory by site developers.

weight – self explanatory. Like other fields, if it has no bearing on your site’s business you can enter a dummy number in order to successfully upload files.
TIP – For variables with numerical values, there’s a relatively simple way to “cheat” and find out what number is associated with each option. Using Chrome, Firebug, or any other application that allows you to view the page source:

  • Find the field in the magento product page
  • Select the variable field (dropdown or text) and inspect the source code – the values and their associated options will be displayed

magento attribute code source code inspection

 

Best practice for uploading products via CSV:

1) Export a representative of each Type of product to use as a template.

If you do not already have products uploaded to your site, manually add a product of each type and make sure that they are all displaying correctly on the front end.

The most important part of exporting a .csv that will be useful to you as a template is that you export one representative of type of product that will be carried on your site. The most important variations will be type–simple or configurable–and _attribute_set–defined by your site developers.

It’s important to briefly define Simple and Configurable products as understanding their relationship and different characteristics has an impact on the necessary fields in an import:

Configurable Products: Configurable products represent the “face” of a product that exists in different variations. On ecommerce sites these variations will most often be “size,” “color,” or other such variations. The configurable product is what will show on a website’s front end, allowing consumers to add simple products that have been associated with the configurable product to their cart. Examples of fields that may be required of configurable but not simple products are: associated products, multiple images, product descriptions, and much more.

Simple Products: A simple product will be created for each variation of a configurable product. For example, if you are selling a shirt that comes in three different sizes, you will upload three individual simple products in addition to the configurable product. Fields such as weight, price, and others that are dependent on which variation a consumer chooses may be required of simple products where they are left blank on a configurable.

Due to these differences, it’s very important that you find a representative of each type of product so that later you can see the differences on a magento .csv.

Once you have found the products that represent everything in your catalog, you’ll export your .csv which will give you all the information under attribute code column titles (for identifying attribute codes see below).

This is done through System > Import/Export > Export.

magento csv export navigation

 

Select Products:

export magento csv screenshot

Note – the simplest way to pull out your sample products for a template is simply to download all existing products and copy and paste your selected samples onto a new template page. However, if you have identified the products that you want for your template, you can limit your export to only the products you want by checkboxing them ( search by sku, name, etc.).

See example:

select attributes for export magento screenshot

 

To export click Continue at the bottom-right of the page and open the .csv file in Excel or Google Sheets.

2) Create your template:

When you are faced with the full range of data that is exported by Magento for each product it can be incredibly difficult to view easily. In this case using the Hide Columns feature for attributes that are non mandatory and are not necessary for the information you’re uploading is a massive help.

If the spreadsheet is being filled out by a client for you to upload, providing them with a clear template such as this will simplify the upload process for both parties.

If you are only updating a small number of attributes for many products, you can actually delete all but the mandatory columns, leaving you with a much cleaner spreadsheet.

3) Enter one product from each category into your spreadsheet for a trial upload:

One thing that you want to avoid is spending hours on entering your entire catalog into an excel sheet only to find that you’ve made a mistake and need to go through the entire thing and modify every product. For this reason it’s worth your time to experiment with an upload.

At this point you should have a list of several products, with the unnecessary columns either hidden or deleted for simplicity. When adding to an excel sheet for upload pay close attention to detail:

  • fill out fields in the exact format that your example has shown.
  • pay attention that you do not include any spaces in your entries – it’s particularly easy to accidentally add a space at the end of an entry when copying and pasting.
  • Use caution when using search and replace. Although using spreadsheet shortcuts is a massive help when creating a .csv you need to exercise caution. Never forget about hidden columns.

Once you’ve filled out your sample spreadsheet, you’re able to check the data for errors. After this, you’ll upload. This is a fairly simple process: Go to  System > Imports / Exports > Import. Select “products” just like when exporting, and choose file (be sure that your spreadsheet is saved in .csv).

Note- Occasionally you may run into issues if you save your spreadsheet with MS Excel due to its unique encoding. As a result, some recommend using an alternative to Excel to avoid a possible error after completing your sheet.

If you’re lucky, you’ve encountered no errors and your products have been successfully uploaded however, more likely, you’ll get a screen like the following:

magento import error screenshot

As can be seen here Magento gives you an attribute code (meta_description in this case) followed by the lines on which it was entered incorrectly (or not at all). In this case “invalid value” tells us that it was an error with the format that we entered.

If the error messages do not specify rows you can often inspect the source code of the error message to identify the row with an error.

Just because Magento accepts your spreadsheet does not mean that everything is correct. Be sure to check how your products are appearing on the front end, particularly images, text, and any other information that is may be entered in several different attribute columns in the same format.

When you encounter errors, some of the attribute codes will make sense to you, but others may be a bit vague, and in this case it’s useful to know how to find what the attribute code represents in the backend of your site:

To Identify an Attribute Code (Or the column title on exported excel sheet)

Assuming that you did not develop the Magento site yourself (or even if you did) the column headers on your exported Excel sheet can be cryptic at times, making it hard to know what, if any, information you should enter into the column.

To identify an attribute code:

  • Copy the attribute code (column header) and paste it into Attributes in the Magento Back end.
    • To do this, navigate from the menu bar: Catalog > Attributes > Manage Attributes:

manage attributes magento screenshot

  • Once in Manage Attributes, paste the attribute code into the left-hand “Attribute Code” search box:

magento attribute codes screenshot

  • The “Attribute Label” is listed to the right of your search results, and is also displayed when you click into a specific attribute’s details. In most cases this should be enough to understand the Attribute that the code refers to. For more information, you can look at a specific product in the back end (Catalog > Manage Products > Select a product) to see if and how the attribute has been filled out for the pre existing product.
  • Many titles and section headings on front end product pages will directly correspond to their Attribute Label in the back end. Thus you can reverse this process by finding the field you’re looking for on the front end and finding the Attribute Code that corresponds to the Attribute Label, allowing you to find the appropriate column on your spreadsheet.

 

4) Upload your entire .csv

After you’ve uploaded a sample and identified any errors, you’ll go ahead and fill out all of your products for upload.

Most Common Errors- 

Incorrect Case Entry- Entering headers or fields in a case that does not match that of your export is an easy mistake that will cause Magento to be unable to upload. These can occur in unexpected places such as file extensions depending on the setup of your site.

Incorrect Column Headers – As with everything in the .csv upload process, there is no room for error in your variable names. Make sure that your upload .csv has exactly the same field names as the sample that you exported, paying particular attention to capitalization, spacing, and underscores.

Incorrect CSV File Encoding –  As mentioned before, this can be due to the program you’re using to save your .csv but can also be a result of differences in location (countries). Be sure that you’re using Unicode UTF-8 when you’re saving your file as this is the only format that Magento will accept.

Incorrect Characters – Some fields may use html code, in which case you’ll need to be sure that you don’t have characters that require special code (for example “<”).

Image Import Errors – Make sure that all of your images are uploaded to the /media/import folder and that your spreadsheet image names are identical to the names in the media folder.

 

Installing Sample Data on Magento Community Edition

In this article we’ll show you how to install sample data for the Magento Community Edition. This sample data is mainly used for learning about Magento and setting up data so you can test your developed themes and functionality.

* please note that importing sample data is done BEFORE you install Magento.

Let’s begin:

Step 1: Download Community Edition:

Go to magentocommerce.com/download and download sample data
* sample data version number is okay to be lower than you magento version

Download Magento Sample Data

Step 2: Create a MySQL Database

Go to your hosting account and create a mysql database (note your login info for later)

Create Mysql Database

Step 3: Unzip Sample Data Files on Server and Import

After you unzip your files, you will want to:

a. import .sql file via phpmyadmin (to database)

Import .sql file in phpmyadmin

b. import media folder into /media (magento main folder /media)

* you will need to first extract magento files on server (see step 4 below)

Import Media folder into Magento

Step 4: Magento Installing

(see video from other tutorial)

(see tutorial on how to install magento ce)

quick steps:
– download magento community edition
– upload to server and unzip
– copy “media” folder to magento main directory (see above step 3)
– go to url and fill out info on each screen

* Troubleshooting – if product images do not appear, go to media/ folder and rename .htaccess file (temporarily do so)

Let us know if you have any questions regarding this topic. Thanks for reading!!!

Install Magento Community Edition (Quick Guide)

Here’s a straight-forward step by step guide on how to Install Magento Community Edition 1.7.0.2

We are always happy to answer any questions you may have. Let’s begin!


Install Magento on Server

Step 1: Download Magento Community Edition

Go to magentocommerce.com and download full release of community edition.

Download Magento CE

Step 2: Upload Magento to Server

Use your favorite FTP client to upload the files to your server. You’ll have to unzip it in order to save time.

Upload Files to FTP

Step 3: Setup MYSQL Database

Go to your hosting database section and add a new database. Don’t forget to write down your login information.
* username, password, database name, hostname

Setup Mysql Database

Step 4: Start Installing from browser

Go to your browser and visit the url of server you have placed magento on.

You will arrive to a setup screen. Fill out all information and don’t forget your username and password.

Install Magento from URL

Input Database Information

Enter Desired Login Information

Step 5: Login to Site and Test Site Live

Login to backend and view frontend to test site.

Test Magento Site for First Time

You’re awesome! You made it!!!

SEE OUR VIDEO

Video Transcription:

Community edition 1.7.0.2. just gonna start pretty simple. first thing we wanna do is got magentocommerce dot com. and go to download the actual files
you go to download community edition and we’re gonna go and download the 1.7.0.2 zip file. ok. click on download.
I’m gonna actually pause it because i’ve already downloaded it and we wanna speed up this video a little bit so people dont get bored.
the next step we wanna do is use our favorite FTP client, right now I’m using WS FTP, there’s some free ones.
but just go ahead upload zip to your server. right now I ve actually uploaded it. this is the file we just downloaded.
What I wanna do is actually do one more thing to save a little time which is instead of just unzipping the magento files on your computer
and uploading all of them it’s much much easier & a lot quicker to keep the zip file on your server and upload very simple unzip file in PHP
to unzip it and save a ton of time. probably about half an hour on my internet connection because there are so many magento files.
very simple, system unzip and file name. im gonna run the file name , we are gonna go to the browser. and unzip.
it will take a little time depending on the server you have. so this server currently is a shared server with godaddy. it’s pretty slow
but it will do the job for the installation. and we go over a few things. probably it will take 30 seconds or so , after we unzip, we just check it
and we go to the next step which is actually creating a database. so i’m actually gonna do the database right now and we will check it later to save some time.

right now, i’m in godaddy hosting and just gonna select my hosting account just gonna select my hosting account and going to the bottom of the page to open my new mySQL
database. click on it and click on Add and I’m gonna actually do this. friendly name : magento community edition test. and database name : i’ve just created new one
ive already created the file which im keeping all the information. username and password and I’m gonna click on OK.

Ok you wanna obviously keep all this information in file so you can use it later on. so databases are being set up and it’s gonna take little time
lets go back, looks like everything was unzipped. you see there are a lot of files a lot of outputs, im gonna go refresh the server and i do see that
it opened inside Magento folder everything you need. cool. so now you wanna go back and get the information from the database and start the installation. it’s very very simple.

so lets go back. it’s still pending set up, we are gonna wait a few more seconds , just one more thing , it’s pending. what i wanna mention is this
installation is just for installing on the server. we didn’t install any test data which is gonna be another video we are gonna create.
looks like it finished, oh actually it didn’t. we are gonna wait a little while. while we wait, what we gonna do is go to the installation,
start the next step. so the folder that we did was slash magento and this is our first screen for the installation wizard. so lets start and do what we can
until the database finish installing. 1st step. localization for me English. La is good. US dollar currency and the database information. so, lets go back
and get the info here try to refresh it and see. they are still pending setup. lets put whatever we can. go to godaddy specifically their database
and username is were the same for shared hosting. im gonna put that. password. and we need to wait for the local host causein the shared hosting is not on the
local host and it use completely different URL. OK. and in the meantime this is our base URL and it’s fine, for default we keep everything the same.
obviously later on you wanna include an SSL, and everything default is gonna be fine. just for quick installation. ok so all we need is the host name.

obviously the godaddy hosting is a little slow. ok, we got it. what i wanna do is get the details of hosting right here and put it in my file as well
, and go here, hostname, and next step. ok so now it’s just installing the database , putting all the info we need, it should take few more seconds and we are
gonna be able to get to the last step which is just to confirm if the website look good, cool, pretty basic stuff.

this is admin account, and we are almost finished. name, email, username, etc. and I’m gonna save this. for the encryption key we can let the system
create its own but we do need to save it. im gonna click on continue and im gonna save encryption key right here and just click on go to front-end.
and the website is live that’s it everything works. we did quick installation. im gonna follow up with some more videos and also details
, screenshots, texts, more info on all the steps. hope you liked it. talk to you later. bye.