When you have to add new information to your website, or you have to update the existing order’s details on your website, manually doing all the work is going to take forever. Order, Coupon, Subscription Export Import for WooCommerce lets you import all your orders and related data to a WooCommerce store or any other e-commerce platform. To import WooCommerce orders:
- Select the post type as Order.
- Select an import method.
- Map the import columns.
- Use advanced options/ batch import and scheduling.
Pre-requisites:
- Supports CSV, XML and XLSX file formats.
- The CSV Import file must be in UTF-8 format. For more information about UTF-8 encoding, read How to save CSV / Excel File as UTF-8 Encoded?
To begin with the plugin, download, install and activate.
To import WooCommerce orders:
- Click on WebToffee Import/Export(Pro) > Import.
Download a Sample Order CSV.
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.
- Email customer on order status change: Choose Yes to send the email.
- Create User: One can create a customer and notify them if needed.
- Link products using SKU instead of Product ID: Choose Yes to link the products.
- Delete non-matching orders from store: Enable the option to delete the non-matching orders.
- Update stock details: Enable the option to update the stock details.
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).
Gagan
June 21, 2022
When we start importing orders to the new website then customers get order notifications. How we can stop that notification?
Alan
July 4, 2022
Hi Gagan,
By default, the plugin does not send email notifications on new orders. However, if the send email order status on order update option is enabled, email notifications will be sent on order updates. Can you please specify if you are importing new orders or just updating the existing orders? Also, are you using any other plugin for generating email notifications?
Mathew
March 16, 2022
In the line item import how do I go about manipulating the stock? I’m importing line items and setting the status to pending payment but would expect the stock to reduce – can you clarify what is needed in the field?
Kevin Gilbert
February 7, 2022
Can I use this to export pending orders, add a coupon code to the coupon_items field for all the orders, then upload and import the file with the coupon codes and have it simply update the orders by adding the coupon code to each order?
Alan
February 8, 2022
Hi,
Yes, using the plugin you can export the pending orders and add the coupon details in the CSV file and import it back to update the orders. However, in order to reflect the coupon amount in the order total you will have to edit the order total data in the CSV file before importing. The calculations won’t be done during the import.
Ollie McAninch
February 5, 2022
Hello – This is working nicely for me, apart from one major hitch… whichever date format I use in the CSV, the upload switches the month and day, so many of my orders appear in the future!
For example, 10th Jan 2022, becomes 1st Oct 2022.
Do you know why this could be happening? I’ve tried different date formats.
Your help would be much appreciated.
Alan
February 11, 2022
Hi,
Please try using the date format YYYY-MM-DD and try imporitng. Eg: 2022-02-25. If the issue still persists please reach us via support.
Qumber Abbas
January 5, 2022
i have issue to import order, i have 1587 total order but when i import its 986 order u=import and remailing is failed why?
Alan
January 6, 2022
Hi,
Please check the import log file to know the reason why the orders failed to import. If you are still having trouble then please reach us via support.
Jerry
December 16, 2021
Great plugin, we have tried the free version.
Unfortunately, when we try to export we get an error.
When we import to woocommerce, no additional data / orders are added even though the process says successful?
With so many potential issues that could cause this, its hard to even troubleshoot.
Alan
January 3, 2022
Hi,
Can you please reach us via support so that we can help you with the issues you are facing?
Mohan Ranade
December 4, 2020
Can you provide a downloadabe import.csv sample file. Even within the plugin documentation, it just opens up in a new tab in the browser.
Mark
December 8, 2020
Hi,
You can download the sample CSV file from here: https://www.webtoffee.com/wp-content/uploads/2016/09/Order_Sample_CSV.csv