Exporting Order Data

Modified on Fri, 16 Feb at 9:49 PM

To export order data, start by selecting which orders to export.

Log in to the cart admin
Click on Orders in the top menu bar
You can select the orders you want to export in one of three ways:
1. Export all orders in the current folder. No action is required. Under "Manage Orders," the current folder you are in is highlighted (e.g., New, Pending, Processed, etc.). Click on any other folder to export order data from that folder.
2. Export orders from search results. Use the top or bottom search boxes to find orders by date, email, etc. The orders found by searching will be exported.
3. Export selected orders. Check the checkboxes next to all orders you'd like to export.
At the bottom of the orders list, use the "Action" dropdown box to select "Export orders to a CSV file."
If use status levels, you can use the "Status" dropdown box to limit exported orders to specific status levels.
Use the last dropdown box to select "Apply to selected orders," if you decided to check off each order you want to export, or "Apply to all orders in..." to export all orders in the current folder or search results.
Click the "Go" button.

Next, use the field settings page to set the fields to include in exported orders.

Export all fields. If you want to export all available data for each order, use the box next to each field to enter the position you'd like that data to appear in your exported file.

Export specific fields. Simply leave the box next to each field blank to prevent that data from being included in your exported file.

For example, if you're building a customer contact list and only want the customer's name and email address, you'd enter:

"1" next to "Bill To - First Name"
"2" next to "Bill To - Last Name"
"3" next to "Bill To - Email"

Leave all other boxes empty. Your exported orders will look like this:

"John","Doe","johndoe@example.com"
"Jane","Doe","janedoe@example.com"

Include the items ordered. At the bottom of the field settings page, you can optionally select if you want to include the item data (the items your customers ordered) and how you want that formatted.

Click the "Download" button.

TIP: If you know you'll be downloading order data frequently, we recommend exporting orders daily. Export orders in the New folder. Then, move those orders to the Pending or Processed folder. This will let you easily keep track of orders you've already downloaded.

If you are trying to download thousands of orders, it likely won't work. Browsers will timeout before the process has completed. It's best to use the search tool to download 6 months to a year at a time.

Frequently Asked Questions

What can I do with a CSV file?
A CSV file can be imported into spreadsheet and database software, such as Microsoft Excel and Access.

What is an IIF file?

An IIF file can be imported directly into QuickBooks (versions 2001-2005) and other accounting packages that support the IIF format.

What does a CSV file look like?

A CSV file contains rows of values separated by commas. Each value is enclosed within quotations marks. Each row contains values for one order.

Example:
"9384","21.45","John","Doe"
"9385","87.75","Jane","Smith"
"9386","24.02","Mark","Jones"

What does it look like when include the items that were ordered in my CSV file?

If you select option 1 to insert all items into one field, each item will be separated by the tilde character ("~"). Item details (name, description, price and quantity) will be separated by the pipe character ("|").

Example:

"71539","01/08/2003","SKU#283|Men's Shirt|29.95|1|Size|X-Large|2.00|1~SKU#179|Men's Tie|19.95|1"
"71540","01/09/2003","SKU#700|Ladies Shoes|69.50|1|Size|6|0.00|1~SKU#709|Shoe Strings|1.25|1"
"71541","01/10/2003","SKU#631|Sport Socks|3.50|2"

If you select option 2 to add all items ordered to the end of each row, item name, description, quantity and price will each be placed into separate fields.

Example:

"71539","01/08/2003","SKU#283","T-Shirt 29.95; Size X-Large 2.00","1","31.95","SKU#179","Men's Tie","1","19.95"
"71540","01/09/2003","SKU#700","Ladies Shoes 69.50; Size 6 0.00","1","69.50","SKU#709","Shoe Strings,"1","1.25"
"71541","01/10/2003","SKU#631","Sport Socks","2","3.50"

Do I have to set the column positions each time I export order data?

No. Your column position settings will be saved. You only need to enter them once.

Exporting Order Data

To export order data, start by selecting which orders to export.

What can I do with a CSV file?A CSV file can be imported into spreadsheet and database software, such as Microsoft Excel and Access.

What does a CSV file look like?

What can I do with a CSV file?
A CSV file can be imported into spreadsheet and database software, such as Microsoft Excel and Access.