Exported data helps you keep your data organized and analyze it whenever required. But default WooCommerce does not allow export orders. So you need a plugin to export WooCommerce orders to CSV.
And not just a simple export, you need an advanced export that helps you better analyze your store data, your customers, sales and much more. To cut short, your orders export file is a goldmine of insights.
Why export WooCommerce orders?
Orders contain essential information such as customer name, email address, order ID, billing and shipping address, products purchased, payment methods used, etc.
When you do a filtered export, you can identify your potential customers, create marketing campaigns for them and get more sales.
Other than this, migrating to a new store, tax reporting, saving data to local…a backup of export orders CSV file is always a wise option. CSV files are the perfect tool to manage large amounts of information, easily apply filters and interpret data.
That’s what Smart Manager plugin is capable of when it comes to orders export.
Smart Manager gives you full flexibility. You can export WooCommerce orders based on your own requirements – all customer orders CSV export, orders for a particular date range, orders based on search and admin column filters. It’s not a simple but an advanced order export.
How to export WooCommerce orders to CSV using Smart Manager?
Well, Smart Manager is not just an export plugin. But way beyond that.
It 10x your store productivity and saves you so much time you may haven’t thought of.
Bulk edit, inline edit, advanced search, CSV export, and other powerful features make it a crowd favorite.
Coming back to export, first install and activate Smart Manager plugin. Then go to your WordPress Admin panel.
Now click on Smart Manager, select ‘Orders‘ from the drop down. Click on the
Export CSV option and you can export all your orders data.
Another option, apply filters before you export orders to CSV. Apply search filters, enable and disable admin columns based on your requirements, set a date range and then click on export.
Go to Smart Manager dashboard, click on the
Advanced Search toggle. It will open up a side over panel.
Now enter your search conditions. We entered the date, order status and order total conditions to perform the export. Click on
Search and your required data will be in front of you. We also disabled certain columns before exporting. Here’s how to enable disable columns.
Here’s your final data before export:
What more you can export with Smart Manager?
- Export WooCommerce products, customers, coupons, users, customers, posts; any WordPress custom post type data using filters.
- With compatibility with other top plugins, you can export memberships, bookings, subscriptions, cost of goods, SEO fields data.
- Export your CSV file, again and again, anytime you want
- Quick export, no wait times
- No limit on the number of records that can be exported
Top eleven use cases of WooCommerce orders export
Well, I hope you are now well-versed with Smart Manager’s export feature. Let’s shift to the insights part.
This is very simple. You just need to know how to apply filters in Excel and that’s it. The insights will be right in front of your eyes.
Not just orders, you’ll also get insights based on exporting coupons, products, user data. These use cases are based on exports we performed using Smart Manager and then took relevant actions based on insights.
Get ‘country-wise refunds’
When you export your orders report for a particular date range, filter the CSV file based on Order status as ‘Refunded’ and ‘Billing/Shipping’ Country.
You can then find out which country contributes to maximum refunds. Based on this insight, you can plan your sales and marketing strategies for these countries.
Compare ‘free shipping’ vs ‘flat rate’ orders
This WooCommerce export order CSV report tells you for each order, whether it was a flat rate or a free shipping one.
Set up a filter to see how many orders are of free shipping and above a threshold value. Reset filter for flat rate orders. If there are more free shipping orders compared to a flat rate and that too for a small order total (threshold value), you are making less revenue.
Compare ‘payment methods’ to identify revenue and refunds
This is one of my favorite insight from the CSV export.
For each record exported, you’ll get to know the corresponding payment method. PayPal, Credit Card or any other.
- Say, for instance, you select PayPal. Note down the total revenue, refunds and other metrics you want to compare.
- Reset the filter and do the same for Credit Card, Cash on Delivery and other payment methods.
- Then simply compare the metrics for each payment gateway. You’ll come to know which payment gateway seems the most profitable and which contributes more to refund.
You’ll easily make out which payment method your customers prefer to shop on your WooCommerce store.
Identify ‘low-performing keywords’ and improve SEO
Export all your post data based on date and search filters. This will help you compare the performance of your posts.
- Set the date range to two months. Export data of your SEO fields and check the traffic to these posts. Note down the results.
- Change your focus keyword, meta description and other fields for the same posts.
- After two months, export that same data whose keyword you changed.
- Now check traffic to these posts and compare it with the earlier one.
- You will able to make out whether changing the focus keyword and meta description worked or not.
Find out whether coupon sales exceeds non-coupon sales
This report will tell you whether your sales are just because discounts work for you. If so, this won’t be sustainable as getting sales based on discounts will only hurt your profit margins.
- When you export your WooCommerce coupons CSV report, you will be able to see for each record, how much coupon amount is applied. In other words, how much discount is issued if it’s a discount coupon.
- Just see the total number of orders and in how many orders, the coupon has been applied.
- Then, simply add up the total sales due to coupons and compare it to those without coupons.
You’ll get to know much is the contribution of sales from coupons to your total sales.
Identify customers based on ‘order total’
The more the customers spend, the more the revenue you can earn by using targeted emails.
Here, you want to target those customers who have spent a good amount of money on your store. Because these customers are more easily approachable, can be potential candidates to buy more expensive products.
Say for example you export your users’ report for the current year and their order total above $500.
When you apply the filter, you’ll get a list of users who are your top spenders for that year. Simply create an email, target these customers and see your sales soar.
Target customers based on their ‘last order date’
More recent the customers, the more vulnerable they are to make a purchase again.
Go to the ‘Users’ post type in Smart Manager, apply filter by selecting the date range to three months, order total above $300 and then export. You’ll see a column of ‘last order date’ of these customers.
Next, send a customized email and increase your chance of conversions.
Notify vendors about ‘pending shipping’ orders
You can easily filter your orders CSV to get information on orders for a particular date, say today which needs to be shipped.
You can then send the filtered report to the respective shipping agencies regarding the same so that they handle the rest.
Update sellers about the inventory status
Same as orders, you can get a filtered CSV export of physical products or inventory. This gives you data on which product is nearing ‘out of stock’, products that are ‘out of stock’ and some products which are having a great time with the dust (not getting sold).
Share this report with the sellers, your warehouse managers so that the stock gets replenished at the earliest. Also, share it with your marketing team so that quick action is taken on unsold inventory.
Search by SKU, check stock, reorder to not lose customers
This is something unique. Let me show you how.
- Say, you searched for a particular product with SKU FM3012. Export twelve months data of this product and check the orders placed for each month for this product.
- After applying the filter, you observe the product orders kept increasing by 10% every month on average. Jan – 100, Feb – 110, Mar – 122 and so on.
- You know if this trend continues but you are low in stock, customers may shift to competitors hampering your sales. So this report helps you better to keep track of your stock and forecast for the future.
Details on memberships, bookings, subscriptions
So, you can easily export WooCommerce subscriptions, memberships, bookings data using all the filters – date, search and columns.
How to use this?
You want a list of some loyal customers who have been with you for the past three years. To appreciate their loyalty, you want to upgrade their membership plan based on their order total to date, say $2000.
Simply apply the filter and get the list of customers.
Similarly, if you want to know the total number of free trials, paid plans, how many canceled, the ratio of trial to paid, export the subscriptions report, apply filters and get the results.
The end goal for every business is to keep growing. It is clearly evident from this article that advanced WooCommerce export orders and insights are a must.
We recommend using Smart Manager because it offers a detailed export for all that you need, easily and under one roof! And you can also manage your entire WooCommerce store with ease and peace.