Documentation/Import Export Suite for WooCommerce/How to import and export WooCommerce Subscription Orders

How to import and export WooCommerce Subscription Orders

Export Subscription Orders

The Subscription Orders can be exported in few easy steps:

Step 1: Select a post type

Export and download the respective post type into a CSV or XML. This file can also be used to import data related to the specific post type back into your WooCommerce shop. As a first step you need to choose the post type as orders to start the export.

Step 2: Select an export method

Choose from the options below to continue with your export: quick export from DB, based on a pre-saved template or a new export with advanced options.

  • Quick Export: Quick export only exports all the basic/standard fields of the respective post type. You do not get to selectively filter the columns with this option except for the groups based on taxonomies/attributes/meta/hidden meta.
  • From pre-saved template: Using a pre-saved template retains the previous filter criteria and other column specifications as per the chosen file and exports data accordingly. You can also edit this file in the process and export accordingly or export straightaway.
  • New Export: A new export will take you through the entire process of filtering/column selection/advanced options that may be required for your export. You can also save this file for future use.

Step 3: Filter data

Filter data that needs to be exported as per the below criteria.

  • Offset – Specify the number of subscriptions that should be skipped from the beginning. e.g. An offset of 10 skips the first 10 coupons.
  • Limit – The actual number of subscriptions you want to export. e.g. A limit of 500 with an offset 10 will export coupons from 11th to 510th position.
  • Statuses – Export subscriptions by their status. You can specify more than one status if required.
  • Order Date from – Date on which the subscription was placed. Export subscriptions within the specified date interval.
  • Order Date to – Date on which the subscription was placed. Export subscriptions within the specified date interval.
  • Next payment method:Export Subscription orders based on Next Payment Date.
  • Payment Methods: Export subscriptions orders by their Payment methods. You can specify more than one status if required.
  • Email: Export Subscription orders based on email
  • Products: Export Subscription orders for the selected specific products.
  • Coupons: Export Subscription orders based on coupons applied.
  • Sort Columns: Sort the exported data based on the selected columns in order specified. Defaulted to sort by ID.
  • Sort By: Defaulted to Ascending. Applicable to above selected columns in the order specified.

Step 4: Map and reorder export columns

The default export column names can be seen in the screen below. You can edit these if required. If you have chosen a pre-saved template you can see the preferred names and choices that were last saved. You may also drag the columns accordingly to reorder them within the output file.

  • Default fields
  • Meta(Custom fields)
  • Hidden meta

Step 5: Advanced Options/Batch Export/Scheduling

Use advanced options from below to decide on the batch export count, schedule an export and/or export images separately. You can also save the template file for future exports.
WooCommerce Susbcription Order Export-Step 4

  • Export file name: Specify a filename for the exported file. If left blank the system generates a default name.
  • Download file format: You can either select CSV or XML from the drop down.
    • 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.
  • Advanced Options:
    • Export in batches of – The number of records that the server will process for every iteration within the configured timeout interval. If the export fails you can lower this number accordingly and try again. Defaulted to 0 records.

You can click on Export to get the file downloaded into your system.

Import Subscription Orders

Step 1: Select post type

Import the respective post type from a CSV/XML. As a first step you need to choose the post type to start the import.

WooCommerce Susbcription Order Import-Step 1

Step 2: Select import method

Import Method

Choose from the options below to continue with your import: quick import, based on a pre-saved template or a new import with advanced options.

  • Quick Import: Quick import only imports the fields from the input file that conforms to the specific column headers as required by the plugin. You do not get to selectively filter the columns with this option except for the groups based on taxonomies/attributes/meta/hidden meta. Use this option primarily when your input file was exported using the same plugin.
  • From pre-saved template: Using a pre-saved template retains the previous filter criteria and other column specifications as per the chosen file and imports data accordingly. You can also edit this file in the process and import accordingly or import straightaway.
  • New import: A new import will take you through the entire process of filtering/column selection/advanced options that may be required for your import. You can also save this file as a template for future use.

Import Source (CSV/XML)

  • Import from Local
  • Import from URL
  • Import from FTP

Step 3: Map and reorder import columns

Map the standard/meta/attributes/taxonomies and hidden meta columns with your CSV/XML column names.

Columns are mapped automatically only if a matching header name is found in the input file. If not the value is left blank.
If your input file header does not have exact names or if you need to edit the existing mapping you can simply click on the respective value fields corresponding to each row. Furthermore you can also assign expressions based on the existing input file columns.

WooCommerce Susbcription Order Import-Step 3

The columns are grouped into categories:

  • Default fields
  • Meta(Custom fields)
  • Hidden meta

Step 4: Advanced Options/Batch Export/Scheduling

Use advanced options from below to decide on the delimiter options, updates to existing orders, batch import count or schedule an import. You can also save the template file for future imports.

  • Update Only
    • Yes – The store is updated with the data from the input file only for matching/existing records from the file. If the post ID of the subscription being imported exists already(for any of the other post types like coupon, order, user, pages, media etc) skip the subscription from being inserted into the store.
    • No – The entire data from the input file is processed for an update or insert as the case maybe.
  • If the subscription exists in the store –
    • Skip: Subscriptions are matched by their IDs. Retains the subscription in the store as is and skips the matching subscription from the input file.
    • Update: Subscriptions are matched by their IDs. Update subscription as per data from the input file.
  • If conflict with an existing Post ID
    • Skip item: All the items within woocommerce/wordpress are treated as posts and assigned a unique ID as and when they are created in the store. The post ID uniquely identifies an item irrespective of the post type be it subscription /coupon /product /pages/attachments/revisions etc. If the post ID of the subscription being imported exists already(for any of the posts like coupon, order, user, pages, media etc) skip the subscription from being inserted into the store.
    • Import as new item – All the items within woocommerce/wordpress are treated as posts and assigned a unique ID as and when they are created in the store. The post ID uniquely identifies an item irrespective of the post type be it subscription/coupon/product/pages/attachments/revisions etc. Insert the subscription into the store with a new subscription ID(next available post ID) different from the value in the input file.
  • Link related orders using _wt_import_key: Link underlying orders related to the imported subscriptions by the key _wt_import_key.Read more.
  • Link products using SKU instead of Product ID: Select ‘Yes’ Link products using SKU instead of Product ID. Link the products associated with the imported subscriptions by their SK or select ‘No’ to link products using SKU instead of Product ID. Link the products associated with the imported subscriptions by their Product ID. In case of a conflict with IDs of other existing post types the link cannot be established.
  • Delete non-matching coupons from store: Select ‘Yes’ if you need to remove the subscriptions from your store which are not present in the input file. For e.g, if you have a subscription #123 in your store and your import file has subscriptions #234, #345; the subscription #123 is deleted from the store prior to importing #234 and #345.
  • Advanced Options:
    • Import in batches: The number of records that the server will process for every iteration within the configured timeout interval. If the import fails you can lower this number accordingly and try again. Defaulted to 100 records.

Step 5: Import/Schedule

You can either import the orders directly into your store or schedule the import using FTP.

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