Exporting your data allows you to keep it organized which makes it easy to analyze whenever necessary. However, by default, WooCommerce orders cannot be exported. To do so, you need a plugin.
Moreover, you need an advanced export that helps you analyze your store data, customers, sales, and much more. To put it simply, your orders export file is a goldmine of insights into your store’s data, your customers, sales, and much more.
In this article, you’ll find out how to do an advanced WooCommerce export orders with Smart Manager, without any effort, and with the best possible results.
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.
Export all orders data to CSV
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.
Export orders data based on filters
Another option is to apply filters before you export orders to CSV. Search filters can be applied, admin columns can be enabled and disabled, and you can set a date range before clicking the Export CSV button.
Go to Smart Manager dashboard, click on the
Advanced Search toggle. It will open up a slide 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:
Data fields you can export for orders
With Smart Manager, you can export 30+ data fields and also Other Meta (all order custom fields). The list is pretty long:
- Order SubTotal
- Order Total
- Order Shipping Details
- Order Currency
- Order Shipping Tax
- Line Items
- Billing First Name
- Billing Last Name
- Billing Email
- Payment Method
- Shipping Method
- Cart Discount
- Download Permissions Granted
- Menu Order
- Coupons Used
- Ping Status
and many more…
Also export products, coupons, subscriptions with Smart Manager
- Export any WordPress custom post type data, WooCommerce products, customers, coupons, users, customers, posts; using filters.
- The plugin is compatible with top plugins, allowing you to export memberships, bookings, subscriptions, cost of goods, SEO fields data.
- Export your CSV file, again and again, anytime you want
- Quick export without waiting for long
- A limitless number of records can be exported
Top eleven use cases of WooCommerce orders export
So, now that you know how Smart Manager’s export function works, let’s move on to the insights.
This is very simple. If You know how to apply filters in Excel, the insights will be right in front of your eyes.
Not just orders, you can also get insights based on exporting coupons, products, user data. These use cases are on the basis of the exports we performed using Smart Manager and relevant actions we took, based on insights.
Get ‘country-wise refunds’
Export your orders report for a specific date range by using the Order status as ‘Refunded’ and ‘Billing/Shipping’ Country filters.
Next, 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
For each order in this WooCommerce export order CSV file, the report tells you whether it was a flat rate or free shipping order.
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 losing 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, Stripe, Credit Card or any other payment method.
- 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 Stripe, 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 the refund.
This insight help you identify the most preferred payment method of your customers on your WooCommerce site.
Identify ‘low-performing keywords’ and improve SEO
Exporting posts/pages data based on date and search filters 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.
Compare coupon sales vs non-coupon sales
This report will show you whether your business is getting sales just because of discounts. If so, you won’t be able to sustain it since sales driven by discounts will only hurt your margins in the long run.
- Export your WooCommerce coupons CSV report. You’ll see for each order, how much coupon amount is applied. In other words, how much discount is issued if it’s a discount coupon.
- View the total number of orders and find out, in how many orders, the coupon has been applied.
- Next, simply add up the total sales for orders with coupons and compare it to those orders without coupons.
This will give you a clear picture of the contribution of sales from coupons to your total sales.
Identify good customers based on ‘order total’
The more the customers spend, the more the revenue you can earn by using targeted emails.
In this case, you would like to target those customers who have spent a good amount of money on your store. Since they are easier to approach, they are more likely to purchase more expensive goods.
Say for example you export your users’ report for the current year and their order total above $900.
When you apply the filter, you’ll get a list of users who are your top spenders for that year. Create an email, target these customers with some product benefits. Some sales will knock at your door.
Target customers based on their ‘last order date’
Recent customers are more likely to make a purchase again.
Go to the
Users dashboard in Smart Manager, apply filter by selecting the date range to three months, order total above $300, and then make an export. You’ll see a column of ‘last order date’ of these customers.
Next, send a customized email and increase your chance of conversions. This is quite useful during the Black Cyber season where chances of conversions are even more. All you need is a big offer that nudges these customers easily.
Notify vendors about ‘pending shipping’ orders
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
Similar to orders, you can get a filtered CSV export of physical products or inventory. This shows you which products are close to going out of stock, those that are out of stock, and those that are sitting in the dust.
Share this report with the sellers, your warehouse managers so that the stock gets replenished at the earliest. Additionally, 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?
Imagine wanting a list of some loyal customers who have been with you for the past three years. In order to appreciate their loyalty, you want to upgrade their membership plan based on their order total to date, say $2000.
Apply the filter and get the list of customers.
Similarly, export the subscriptions report, apply filters and get the information you want about your free trials, paid plans, the ratio of trial to paid and canceled subscriptions.
Other WooCommerce export orders plugins
You can also have a check with these export order plugins.
Putler is a SaaS that allows you to export the order data (sales) from WooCommerce for CSV. Products, transactions, and customer data can also be exported for CSV.
You can filter the orders based on date, country, products, order status, email, name, and attributes.
Putler also provides personalized tips and insights to grow your business.
Pricing: Starts from $20/month
Advanced Order Export For WooCommerce
With 100000+ active installations, this plugin lets you export any custom field assigned to orders, products, or coupons.
You can also choose from export formats such as CSV, XLS, XML, and JSON.
Pricing: Free version on WordPress.org, premium plans from $25/year
WooCommerce Customer/Order/Coupon Export
Using this plugin, you can export customer, order, and coupon data from WooCommerce manually or on an automated schedule.
The data exported include custom fields and can be exported as either CSV or XML.
Product CSV Import Suite
Besides WooCommerce Subscriptions, WooCommerce Bookings, and WooCommerce Brands, you can import and export product data using this plugin.
Products drafted can also be exported.
WP All Export
A drag-and-drop feature allows you to organize columns for a filtered orders export using the plugin. You can export data of your order to CSV and XML formats.
It is easy to export in other languages with WPML compatibility.
Pricing: Starts from $99
A business’ ultimate goal is to grow. As was illustrated in this article, advanced WooCommerce export orders and insights are essential.
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.