Getting Started
Import Orders
Export Orders
Meta Data
Advanced Topics
Troubleshooting
Code Snippet
Third-Party Compatibility
ChangelogIf you own a busy online store, it is quite common for you to receive a huge amount of orders each day. Order / Coupon / Subscription Export Import Plugin for WooCommerce helps you to import/export all your orders from one store to another in an efficient and quick manner.
Export Orders
To export WooCommerce orders:
- Click on WebToffee Import/Export(Pro) > Export.
If you want a file only for reference purpose, then you can export the line items either in Separate rows or in Separate columns.
You can select this option in the last step of export.
Step 1: Select a post type
As a first step, you need to choose the post type as Order.
Step 2: Select an export method
Choose from the below options to continue with your export:
- Quick export from DB
- Based on a pre-saved template
- Advanced export
Let us have a look at each of these export methods:
Quick Export
- exports the basic/standard fields of the respective post type.
- To include fields from Custom meta and Hidden meta select the respective group’s checkboxes.
- Click the Export button to complete the action or proceed to Step3 for advanced options.
Pre-saved template
- exports data as per the specifications(filters, selective column, mapping.. etc) from the previously saved file.
- By selecting this option, one can choose a previously saved template from the Export template drop-down.
Note: The template will be listed in the drop down only if you have saved it in previous exports, if you go through the Advanced export, at Step 5 you will get an option to save the template. Once you save that, next time when you want to export a pre-saved template, it will be populated within the drop down.
- Click the Export button to complete the action or proceed to Step3 to filter data.
Advanced Export
- Takes you through a detailed process of filtering/column selection/advanced options that may be required for your export.
Note: You can also save this file as a template for future use.
- Click on Step3 to filter data
Step 3: Filter data
Filter data that needs to be exported as per the below criteria.
- Total number of orders to export : The actual number of orders you want to export. e.g. Entering 500 with a skip count of 10 will export orders from 11th to 510th position.
- Skip first n orders : The number of orders to be skipped from the beginning should be specified here. e.g. Enter 10 to skip the first 10 orders from export.
- Order Statuses : Filter orders by their status type. You can specify more than one type for export.
- Product : Export orders containing specific products. Key-in the specific product names to export orders accordingly.
- Email : Input the customer email to export orders pertaining to only these customers.
- Coupons : Enter coupons codes separated by comma to export orders on which these coupons have been applied.
- Date from : Export orders placed on and after the specified date.
- Date to : Export orders placed upto the specified date.
Step 4: Map and reorder export columns
If necessary, the column names in this section can be edited. When you choose a pre-saved template, you will see the preferred names and choices that were last saved. One can also move the columns to reorder the arrangement.
- Here, one can map and reorder the export columns under the following 3 fields:
- Default fields
- Meta(Custom fields)
- Hidden meta
- Click on Step 5 to proceed.
Step 5: Advanced Options/Batch Export/Scheduling
- On reaching Step 5, the following window will appear, from where one can:
- Exclude Already Exported: Option ‘Yes’ excludes the previously exported orders.
- Exclude line items: Choose ‘Yes’ to exclude and ‘No’ to include line items.
- Export line items in: You can export in Default mode if you are migrating orders. For exporting a reference file, you can either choose Separate columns or Separate rows.
- Export file name: To specify a filename for the exported file. If left blank the system generates a default name.
- Export File Format: Both CSV and XML file formats are available.
- Delimiter: Separator for differentiating the columns in the CSV file. Assumes ‘,’ by default.
- Enable FTP export: On opting ‘Yes’, choose an FTP profile and specify the export path.
Note: On expanding Advanced options, one can set the number of records that the server will process for every iteration within the configured timeout interval. If the export fails due to timeout you can lower this number accordingly and try again.
- Save the template file for future export as shown below(if needed).
- Click on Export and export or schedule the export to finish.
Import Orders
Refer to the Sample Order CSV for more details.
To import WooCommerce orders:
- Click on WebToffee Import/Export(Pro) > Import.
Step 1: Select post type
As a first step, you need to choose the post type as Order.
Step 2: Select import method
Choose from the below options to continue with your import:
- Quick import
- Based on a pre-saved template
- Advanced import
Let us have a look at each of these export methods:
Quick Import
- imports the basic/standard fields of the respective post type.
- preferred when the same plugin was used to export the input file.
- One can import file from:
- Local
- URL
- FTP
Click the Import button to complete the action or proceed to Step3 for advanced options.
Pre-saved template
- This method retains the previous filter criteria and other column specifications as per the chosen file and imports data accordingly.
- By selecting this option, one can choose a previously saved template from the Import template drop-down.
Note: The template will be listed in the drop down only if you have saved it in previous imports, if you go through the Advanced import, at Step 4 you will get an option to save the template. Once you save that, next time when you want to import a pre-saved template, it will be populated within the drop down.
- Click the Import button to complete the action or proceed to Step3 to map and reorder columns.
- Navigate to Step 3 to know more about mapping and reordering import columns.
Advanced import
- This option takes you through a detailed method of filtering/column selection/advanced import options.
Note: You can also save this file as a template for future use.
Step 3: Map import columns
Here, one can map the import columns under the following 3 fields:
- Default fields: The mapped column names appearing in this section can be modified/edited if required. The preferred names and choices that were last saved can be viewed on choosing a pre-saved template.
- Meta(custom fields)
- Hidden meta
To import meta columns, download the Sample meta file.
Evaluate field
During import, when we have to append a value/expression to an existing item, Evaluate field is used. It basically selects/maps any column from the input file and computes the values with expressions and creates output.
- Expression: To manipulate the respective value, any of the operators +*/-()&@ or string constants can be used along with the attributes .
- Input: Select the column from the drop down which has to be modified.
- Output: On the basis of the first record from the input file, sample value will be created.
Note: Columns that have no values in the input file may cause syntax errors if used in an expression.
- Click on Step 4 to proceed.
Step 4: Advanced Options/Batch Export/Scheduling
- On reaching Step 4, the following window will appear, from where one can:
- Update Only: On selecting “Yes”, the store will be updated with the data from the input file only for matching/existing records from the file. On selecting “No”, the entire data from the input file is processed for an update or insert as the case may be.
- If order exists in the store: One can either Skip or Update the entry.
- If conflict with an existing Post ID: One can either Skip item or Import as new item. When importing as a new item, the order id and order number in the file will not be retained. These values will be auto generated by WordPress.
- Create User: One can create a customer and notify them if needed.
- Link products using SKU instead of Product ID
- Delete non-matching orders from store
Note: On expanding Advanced options, one can set the number of records that the server will process for every iteration within the configured timeout interval. If the import fails due to timeout you can lower this number accordingly and try again.
- Save the template file for the future (if needed).
- Click on Import/Schedule to finish.
You can either import the orders directly into your store or schedule the import using FTP.
To schedule the import:
- Hit the Schedule option, and you will be taken to the cron schedule window as shown below:
The plugin supports two different schedule types:
- WordPress Cron: Upon a visit, WordPress Cron will check to see if the time/date is later than the scheduled event/s, and if it is– it will fire those events.
- schedules your job at the specified time.
- is dependent on your website visitors.
- Server Cron: You may need to trigger the URL every minute depending on the volume of data to be processed.You can use this option :
- to generate a unique URL that can be added to your system in order to trigger the events.
- if you have a separate system to trigger the scheduled events.
You can also configure the time at which the import is to be scheduled.
To directly import:
- Hit on the Import option
Once the import is completed, a pop-up will be displayed showing import status which contains the number of successful imports and failed imports (if any).
Know more about our Plugin: Order / Coupon / Subscription Export Import for WooCommerce.
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Comments (16)
Nicole
May 7, 2021
Hello, I used this plugin to export and import my orders and coupons. Exporting was successful, however I’m having a hard time importing it with the csv file. I have tried it in different ways but it used to give an error, then I deleted everything and tried again it said successful but it only shows “All (47)” under Orders. It’s not showing the list with the orders.
Mark
May 14, 2021
Hi,
Please reach us via support so that we can help you with the issue.
Lincoln Savi
February 10, 2021
I have a problem with importing downloadable product orders. The customer download links do not work. I believe this is due to the URLs missing the “&email=blahblah%40blahblah.blah&key…” part of the URL. Instead the URL just says “&email&key…” can you suggest a solution?
Mark
February 12, 2021
Hi,
Could you please reach us via support and shared your importing file so that we can check it.
Elliot Braet
July 15, 2020
I have an issue when importing orders, wherein the imported data has a conflict with an existing post, such as a page, product or media file. How can I rectify this?
Additionally, after importing, the statuses of some orders are mismatched
Alan
July 15, 2020
Hi,
“Importing order(ID) conflicts with an existing post.” error occurs due to a post already exist in the importing site with the same ID as in the CSV file. WordPress considers everything as posts. Eg: product is a post, the image is another post Like that. Hope you understand.
You can overcome this issue by importing orders by deleting the Order ID column in the CSV file or change the ID in the CSV file to a different number. WordPress will automatically assign a new ID to the imported orders. Please note that deleting/changing value in the ID column can result in importing the order with a new order number.
Regarding order status, please tell us whether you are using custom order status or not. If yes, then please make sure that the custom order status is set up on the importing site also.
Kes Reid
April 27, 2019
Hi There, I’m just trying to import two orders back into my webstore using your plugin. I’ve gone through the simple process of importing a csv file and get the message that it’s imported them but I can’t then find them anywhere. Any suggestions? I’ve looked through documentation but nothing there to help
Alan
April 29, 2019
Hi,
The issue you are facing with the imported orders might be because of the date format specified in the CSV file is not correct. By default, the plugin supports order date of the format YYYY-MM-DD. If you are having a custom date format then you may please specify it in the evaluation field of the import mapping screen.
If the issue still persists please reach us via support.
mbegley
April 14, 2018
Hey guys,
I have a questions about importing orders that are tied to subscriptions. I know that I’ll need to import any regular orders first (parent orders for subscriptions), however I’m not certain if I should also import “renewal” orders at the same time or if I should import subscriptions (separately), and then import the renewal orders.
I’m basically lost on the process for how orders/subscriptions are tied together.
Is it that subscriptions are connected to the parent order (and renewal orders to both?), or that all orders involving a subscription are connected through the subscription.
Any help on the process would be appreciated!
Mark
April 18, 2018
Hi,
You may please import all exported orders first and then the subscriptions.
Amanda
February 26, 2018
Is there a way to import custom fields with an order import?
Mark
February 27, 2018
Hi Amanda,
You can import custom fields using the column header ‘meta:customfieldname’
alexanderbiscajin
February 5, 2018
Thank-you for sharing this interesting article using a import export plugin. I also want you to go through this tutorial that display customer order information https://www.wpblog.com/display-woocommerce-customer-order-details/
Mark
November 25, 2017
Hello, UPS is asking for which fields to write back to in order to update the orders. Is the import file from UPS worldship expected to update the orders with tracking number details? Or is the import file only expected to update the order status to completed and the tracking information is supposed to be sent from UPS via email?
Mark
November 29, 2017
anyone seen this?
Devesh Rajarshi
December 19, 2017
Hi Mark,
Sorry for the delayed response.
By looking at your query, we would like to recommend you to check out our WooCommerce Shipment Tracking Pro plugin. https://www.xadapter.com/product/woocommerce-shipment-tracking-pro/
This plugin allows you to import CSV file that contains the Tracking Data of the orders. This way the plugin will update the order to ‘Completed’ and attach the tracking links to the order completion emails that directly goes to the customers.
Hope this helps.