How to Download Orders


You can download orders to a CSV file as follows:

  1. From the WordPress dashboard, go to WooCommerce -> Orders. This will bring up the “Orders” screen.
  2. Click the “Export to CSV” button above the list of orders. This will open the “WebToffee Import Export” screen (probably in a new tab or window).
  3. Make sure “Order” is selected, scroll down and click “Step 2: Select an Export Method.”
  4. On the next screen you will find two or three choices for exporting: “Quick export,” “Pre-saved template” and “Advanced export.” If no templates have been saved before, the second choice won’t be there. Feel free to pick any of them. By trial and error you will be able to figure out which choice best meets your needs. While “Quick export” may take the fewest steps to download the CSV file, it is likely to have more information than you actually want (including ID numbers used by the database that only a programmer would care about). “Advanced export” allows you to choose the fields you want in the file and you can save your choice to a template so that next time you can pick “Pre-saved template” and get the same fields without having to pick them again.
  5. Scroll down. Depending on what you picked above, you may see another option to choose from. Then click the blue button that either says “Export” or “Step 3: Filter Data.”
  6. If you did NOT pick “Advanced export” (above), skip to No. 9 below. If you did, you will next go to a screen that has choices for how many records to export (if you leave it blank, you get all records) and other options, all of which are optional, that will limit the list exported to specific order ID’s, order status, orders containing a particular product, orders for a particular customer, orders made with a particular coupon (for the rare times we may have a coupon), and orders within a certain date range. Fill in any of these fields you want or leave all blank, then scroll down and click, “Step 4: Map and Reorder Export Columns.”
  7. The next screen is a list of fields you can export. By default, all fields are checked. Uncheck any fields you don’t want. Unless you are a programmer, you probably do NOT want “ID” but instead do want “Order number.”
  8. Click the “Export” button.
  9. Once the system has generated the data, you should see a box pop up that says, “Export file processing completed. You can manage exports from History section.” Immediately below those words is a button, “Download files.” Click it.
  10. Depending on your browser settings, the only clue that anything happened may be that you are returned to the screen where you already selected an export method. Note that the screen may be scrolled to the bottom when it appears, making it look like a blank area that has not fully loaded. Try scrolling up to the top, where you should see something.
  11. Before you conclude that something went wrong, check to see if a file actually got downloaded. (In most browsers running under Windows, you can quickly see your list of recently-downloaded files by using the keyboard shortcut, Ctrl+J – hold down the “Ctrl” key while you press the “J” key. To show the downloads list in Safari, click the Show Downloads button – a downward pointing arrow near the top right corner of the Safari window – or press Option+Command+L.)


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