Order/Coupon/Subscription Export Import Plugin for WooCommerce – User Guide

The complete documentation of the Order Export & Order Import for WooCommerce plugin covers the setup and configuration of the plugin. 

By using this plugin you can make use of the following features. 

• Export and import orders to and from your WooCommerce store.
• Bulk update of existing orders.
• Export and import of coupons to and from your store.
• Bulk update of all coupon data in your store.

If you haven’t already installed the plugin in your store, you can either do it directly via the WordPress plugin repository or download the zip file of the plugin from the WordPress.org and install it to your website. For the detailed installation info, you may refer to the article How to Install a Free Plugin from WordPress.

• The plugin takes CSV (Comma-separated values) as input for import. You can create a CSV in two ways.
  • By exporting/downloading products from the WooCommerce store.
  • Using a spreadsheet program such as LibreOffice, Microsoft Excel, OpenOffice, or Google Spreadsheets and saving the file with the extension ‘.csv’. 
• The CSV Import file must be in UTF-8 format, if you need to know more about it read How to save CSV / Excel File as UTF-8 Encoded?

To get started with the plugin you can navigate to WooCommerce > Import-Export Basic tab.

The plugin is divided into five different tabs – General settings, Export, Import, History, and Logs. Each of them is explained in the following subsections.

(Subscription import-export is only available in the premium version of the plugin).

Now, let’s get started with how each of the import and export processes are carried out.

General settings window is further divided into General and Help Guide tabs.

In this section, you will be able to configure certain settings that apply to all the features of the plugin.

Enable history auto delete – The history section within the plugin keeps the history of all the import and export processes. You can enable auto-delete of history by choosing ‘Yes’.

Maximum entries – Here you can specify the maximum records to retain in history. It will limit the number of records with the status ‘Finished’ to the number you have specified. E.g if you input a count of 50 the system will retain only the most recent 50 number of records with the status ‘Finished’. All other records of any other status e.g In Progress (that may be active as a part of the cron operation) will not be impacted by this count.

Default Export method – Here you can choose a default export method for export from the three given options. Quick export is chosen by default.

Default Export batch count – Here you can give the default count for the records to be exported in a batch.

Save Import log – Here you can choose ‘Yes’ to save the import log as text file and to make it available in the history section. If not you can choose ‘No’.

Default Import method – Choose an import method from three options Quick import, Pre-saved template, and New import.

Default import batch count – Provide the default count for the records to be imported in a batch. 100 is given by default.

Once you are done with configurations click Update Settings.

Within this section, you can configure the plugin to export orders and coupons from your store.

The following is a screenshot of the export window.

Here you need to select the required post type (order/coupon) from the drop-down to continue with the export. Order and coupons are the two available post types. Subscription import export is only available in the premium version of the plugin.

Once you select a post type click Select an Export Method.

Here you can choose from three methods of export. Here is how the three methods differ from each other.

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. However, this method allows you to quickly export WooCommerce data such as orders or coupons.

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 it 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 and choose it from the list of pre-saved templates.

Now let’s get further clarity over how order and coupon export is carried out.

In this section, you will get to learn how to export orders using all three different export methods.

Before that, you need to choose order as the post type from the export window.

Click the Select an export method button to progress to the next step.

Here you can choose your preferred export method from the three options. Quick export is selected by default (default settings can be changed from the general settings window).

Quick Export

Here you can learn how to export orders using the Quick export method. With quick export, you can either export orders straight away using the Export button or configure Batch export.

Here you can give the count of orders (200 is the default count) 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. It’s defaulted to 0 records.

Finally, by clicking Export you can enable batch export for orders in your WooCommerce store.

Pre-saved Template

When you choose the Pre-saved template method for export, an additional field Export template appears which asks you to select a template from the drop-down.

If you are using the plugin for the first time or if you haven’t saved any template before the list will be empty.

Otherwise, you can choose the template from the list and go straight with export or edit the filter data for export.

New Export

When choosing export via New Export Method you will be able to filter data and map the export columns as per your preference.

Click the Filter data button.

Offset – Here you can specify the number of orders that should be skipped from the beginning of export. e.g. An offset of 10 skips the first 10 orders.

Limit – Here you can specify the actual number of orders you want to export. e.g. A limit of 500 with an offset of 10 will export orders from 11th to 510th position.

Now you can click Map and reorder export columns to proceed to the export mapping window.

Here you can view the default column names against the WooCommerce fields. 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.

Now you can proceed to the batch export window.

Export in batches – It is the number of orders 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 orders.

Now if you wish to use the same configuration in the future, you can click the Save template button before clicking the Export button.

This section allows you to learn how coupon export is done. To export coupons, you first need to select Coupon as the post type.

Now you can go to the next step by clicking the button Select an export method.

With this plugin, you can export coupons in three different methods.

Quick Export

With Quick export, you can export coupons in a single step. But it only exports all the basic/standard fields of the coupon data. You do not get to selectively filter the columns with this option.

Now you can either export coupons straight away by clicking Export or go to Advanced options/Batch export.

Export in batches of – It is the number of coupons 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.

Now you can click Export to complete quick export.

Pre-saved Template

Using a pre-saved template you can continue with the export of coupons using any of the previously saved export configurations.

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.

Click Filter data

Offset – Specify the number of coupons that should be skipped from the beginning. e.g. An offset of 10 skips the first 10 coupons.

Limit – The actual number of coupons you want to export. e.g. A limit of 500 with an offset 10 will export coupons from 11th to 510th position.

Click Map and reorder export columns.

Here you can edit and re-order the default column names if you wish.

Click advanced options/Batch export

Click Export

To import orders choose the post type as ‘Orders’.

Click Select an Import method.

Using this plugin you can carry out order import using three different methods.

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. Use this option primarily when your input file was exported using the same plugin.

Pre-saved Template

New Import

To import coupons, you first need to select Coupon as post type.

Click Select an export method.

You can import coupons in three different methods. You can choose one as per your preferences.

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. Use this option primarily when your input file was exported using the same plugin.

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.

Adding this plugin to your store will make your business smooth by enabling easy management of hundreds and thousands of orders and coupons in your store.