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/Subscriptions Import Export Plugin for WooCommerce lets you to import all your orders and related data to a WooCommerce store, or any other e-commerce platform.
- Supports both CSV and XML 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:
- imports the basic/standard fields of the respective post type.
- This option is preferred when the input file is exported using the same plugin.
- One can import file from:
Click the Import button to complete the action or proceed to Step3 for advanced options.
- 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.
- 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 edited if required. On choosing a pre-saved template, you can view the preferred names and choices that were last saved.
- Meta(custom fields)
- Hidden meta
To import meta columns, download the Sample meta file.
On import, append a value/expression to an existing item, using evaluate field. It basically selects/maps any column from the input file and computes the values with expressions and creates output.
- Expression: Use any of the operators +*/-()&@ or string constants along with the attributes, to manipulate the respective value.
- Input: Specify the column you need to modify.
- 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: Only existing records from the input file will have their data updated in the store, on selecting “Yes”. Depending upon the situation, the entire data from the input file is processed for an update or insert, on selecting “No”.
- 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. WordPress will auto generate these values.
- 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:
- Click on the Schedule option and the cron schedule window will appear 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).