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How to: Export Orders and Customers from WooCommerce via CSV

Created:   |   Updated:

WooCommerce gives you great reporting and order fulfillment tools, however many merchants still need to use external systems for customer management and order fulfillment. Or, they simply need an easy way to get data out of WooCommerce.

Below is an overview of the features - scroll down or click through each link for details:

    1. Customer / Order CSV Export Features
    2. Flexible Export Formats
    3. Manual Export Tools
    4. Automated CSV Exports
    5. Automated Transfer Monitoring
    6. How to Get Started (in 5 minutes or less)

Customer/Order CSV Export Features

Export customer data Export name, email, addresses, whether a paying customer, and more.
Export order data Export line items, order totals, shipping information, and other details.
Create custom export formats Customizable to include the order or customer data you need.
Processes exports asynchronously Easily export thousands of records at one time, even while you continue working on your site!
Download files immediately, or continue working You’ll see an admin notification when your files are ready for download.
Bulk Export tool Allows you to export all orders, or export based on order status, product(s) included, product categories included, or date range.
Use the bulk export tool to get a list of all customers, or a list of customers by registration date.
Bulk actions Manually export or transfer one or more orders while viewing your order list.
Set a custom filename For manually or automatically exported files
Automatically export orders to CSV on a recurring basis via FTP, HTTP POST, to multiple email addresses, or save them locally.
Automatically export customers to CSV on a recurring basis via FTP, HTTP POST, to multiple email addresses, or locally to your export list.
Autoexports Define an export schedule and starting time. Automated exports only include new records to avoid duplication.
You can also automatically export orders individually as soon as they're paid for.
Transfer status for automated exports Monitored to notify you of failures.
Compatible with WooCommerce Subscriptions Export subscription or renewal orders only.
Compatible with several other plugins, including:
View and download previous exports Includes exports from the past 14 days from your “Export List”.
Export custom fields (meta) For customers and orders.

Flexible Export Formats

For both order and customer exports, you can select the export format that’s best for your business, order fulfillment warehouse, or whoever will be sent your CSV Exports. There are several built-in formats to choose from for both order and customer exports.

woocommerce_export_settings.PNG

Need something a bit different? You can create a customized export format, including only the columns and data you need in your exported file. Rename, re-order, and remove columns, or add new data or metadata for your order and customer exports. You can then select your “custom” format as your export format.

woocommerce_build_custom_format.PNG

Manual Export Tools

You can export all orders or customers using the bulk export tool under WooCommerce > CSV Export > Export.

Need a filtered export? Set which order statuses you’d like to export, export orders containing specific product categories, or only export orders that contain particular products. You can also export orders based on the date they were placed. You can also use the bulk export tool to export customers by date based on their purchase / registration date.

woocommerce_export_tools_order.PNG

Need to export orders on-the-go?

There are single order actions and bulk actions to let you export orders while you view them or view your “Orders” list.

Automated CSV Exports

Both order and customer export files can be exported and transfered automatically. You can export files via email (one or more recipients), FTP, or HTTP POST. Auto-exports can also generate files on a schedule and save them locally to your Export List. When an order or customer record has been exported, it will be marked as such to avoid duplication in future automated exports.

Supported FTP Types

      • FTP
      • SFTP (FTP over SSH)
      • FTPS (FTP with Explicit TLS/SSL)
      • FTP over Implicit SSL

Order exports can be processed for each order after the order is marked “paid”, or can be processed on a defined schedule. You can set the export start time and interval, and can even include certain orders only based on the order status, product categories, in the order, or specific products in the order.

woocommerce_automated_export_settings.PNG

Customer exports can be processed on a defined schedule, and will include new purchasers in each automated export.

Automated Transfer Monitoring

Your exports will be saved for 14 days, allowing you to re-download a file, or check the status of exports and transfers. The Exports list can also let you re-try a file transfer via your auto-export method as needed. 

export_list.PNG

If transfers fail, you’ll be notified so that you can retry the file transfer, or check on your configuration to correct issues promptly.

file_orders_export.PNG

Need some customizations that aren’t possible with the core plugin settings? Customer / Order CSV Export Suite includes ample hooks for developers to further customize CSV output or plugin behavior.

How to Get Started (in 5 minutes or less)

  • Buy this extension
  • Download and install into your WooCommerce store
  • Check out the plugin documentation for sample files and setup guides.
  • Enable automatic order exports and add your FTP, HTTP POST, or email information.
  • That’s it! Sit back and enjoy your easily exported customers and orders!

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