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

Overview

Order / Coupon / Subscription Export Import Plugin for WooCommerce is an ideal plugin for exporting and importing data either from the WooCommerce store or e-commerce platforms. With this plugin, you can easily import/export :

• Orders
• Coupons

What do we provide?

1. Migrate both orders and coupons using the same plugin.
2. The main migration methods are:
   • Quick import/export
   • Based on a Pre-saved template
   • Advanced import/export
3. Import/export data processing in batches, ensures successful import/export irrespective of its size/count. 
4. Detailed history and debug logs are other main peculiarities.

Pre-requisites

• Only CSV file formats are supported.
•  Download a CSV with: 
  •    Order Sample CSV
  •    Coupon Sample CSV
• CSVs should be in UTF-8 format.

To initiate the basic plugin version, install and activate.

Getting Started

Hooray!!.. You have successfully activated the plugin. On activation, a new menu “WebToffee Import/Export(Basic)” will appear in the WP admin panel’s sidebar. 

We can navigate to the plugin settings in two ways:

1. WebToffee Import/Export(Basic) from WordPress dashboard.
2. Plugins > Installed Plugins > Order / Coupon / Subscription Export Import Plugin for WooCommerce (BASIC)> Settings (the user will be taken to the General Settings window.)

The plugin consists of five different sub-menus :

•  Export
•  Import
•  History
•  Logs
• General settings

Let us have a look at each of these sub-menus in detail.

Export

Orders and coupons can be exported in just 5 steps:

1. Select a post type: The available post types are Order and Coupon.
2.  Select an export method: Quick export, Pre-saved template and Advanced export are the provided export methods.
3. Filter data: One can filter data with respect to the chosen post type.
4. Map and reorder export columns: To map, edit and reorder export columns.
5. Advanced Options/Batch Export: Provides advanced options for export.

Refer Exporting orders and coupons for detailed step-wise export process.

Import

Orders and coupons can be imported in just 4 steps:

1. Select a post type: The available post types are Order and Coupon.
2. Select an import method: Quick import, Pre-saved template and Advanced import are the provided import methods.
3.  Map import columns: To map and edit import columns.
4. Advanced Options/Batch Import: Provides advanced options for import.

Refer Importing orders and coupons for detailed step-wise import process.

History

The History tab lists the runs and the status corresponding to every import/export with options to :
• Re-run: re-runs the action by taking the user to the respective screen.
• View log: view a detailed log
• Delete: deletes the entry

To look into the History section:

1. Click on WebToffee Import/Export(Basic) >  History
2. One can sort the list with these available Filter options:
   • Post type: ALL, Orders, Coupons
   • Action type: All, Export, Import
   • Status: All, Finished
   • Sort by: Date descending, Date ascending
   • Max record/page: The maximum records to be included in a page.
   

Logs

The Logs tab lists developer logs mostly required for debugging purposes with options to perform the following actions:

• View: to view detailed logs along with the reasons for failed parsing if any.
• Delete: to remove the log
• Download: to share the log report with the support team in case of issues

Reach the Logs section by clicking on WebToffee Import/Export(Basic) > Logs

Save Import Logs

1. Navigate through WebToffee Import/Export(Basic) > General Settings
2. On the General tab, choose “Yes” for Save Import log to save import log as text file and make it available in the log section for debugging purposes.
3. Click on Update Settings to finish.

General Settings

The General Settings tab helps to configure all the basic settings of the plugin. Click on  WebToffee Import/Export(Basic) > General Settings , to reach this module.

The General Settings sub-menu consists of two sections: 

1. General
2. Help Guide

General

Here, you can configure the basic settings.

• Default Export batch count : Here you can give the default count for the records to be exported in a batch.
• Default import batch count : Specify the default number of records to be imported in a batch.

The Advanced options constitutes :

• Default Export method : Here you can choose a default export method from the three given options:
  1. Quick export (chosen by default).
  2. Pre-saved template
  3. Advanced export
• Save Import log : Here you can choose ‘Yes’ to save the import log as a text file and to make it available in the log section.
• Default Import method : Choose an import method from three options Quick import, Pre-saved template, and advanced import. 
• Auto-delete history: You can auto-delete the 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’. 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 will not be impacted by this count.

Help Guide

The section consists of two tabs: 

1. Help Links: Provides direct links to resources like documentation and support.
2. Sample CSV: To download sample CSVs of order and coupon.

Conclusion

Order management is a key component of any eCommerce business. Adding the Order/Coupon Import Export plugin to your store will make your business smooth by enabling easy management of hundreds and thousands of orders and coupons in your store. Click here to know about the plugin.