Installing and Configuring the Products & Order Export

This guide will walk you through installing and configuring the Products & Order Export for WooCommerce plugin to export your store’s product and order data.

Installation via WordPress Dashboard #

• Navigate to your WordPress dashboard.
• Go to Plugins > Add New.
• In the search bar, type “Products & Order Export for WooCommerce”.
• Locate the plugin by WP Factory and click Install Now.
• Once installed, click Activate to start using the plugin.

Configuring the Plugin #

• Navigate to WooCommerce > Settings > Export.

Understanding the Export Tabs #

The plugin provides separate tabs for exporting different data sets #

• Products: This tab allows you to export product information like name, description, stock levels, prices, attributes, and more.
• Orders: This tab allows you to export order details like order ID, status, date, customer information, items purchased, and financial data.
• Customers: This tab allows you to export customer information like name, email address, billing and shipping details, user roles, and purchase history.
• Customers from Orders: This tab allows you to export customer data specifically associated with their orders placed in your store.

General Export Settings #

Before diving into specific data exports, the plugin offers general settings applicable to all export types #

• CSV Separator: Define the character separating values in the exported CSV file (default is comma).
• CSV Wrap: Enable text wrapping within quotes for data containing special characters.
• UTF-8 BOM: Add a Byte Order Mark (BOM) to ensure proper character encoding for UTF-8 format.
• Content Length Header: Disabling this might resolve issues of “endless” file download when exporting large datasets.
• User Capability: Set the user role required to access the export functionality (default is administrators).
• Timepicker: Enables a timepicker for the custom date range selection in all export tools.
• Secondary Separator Options: Define separators used within specific data fields for better organization in the exported file (e.g., separating variations within product attributes).
• Advanced Options: These might include settings like Block Size (for product CSV exports) to manage data processing for very large datasets.

Exporting Products #

• Click on the Products tab.
• From the left table, select the product data fields you want to export.
• To reorder the fields, simply drag and drop them in the right table.
• Click Save Changes to save your selection.
• Choose Preview to see a sample of the exported data before committing to the full export.
• Click Export to generate the complete CSV or XML file (depending on your chosen format).

Exporting Orders and Customers #

Follow similar steps as outlined for exporting products #

• Click on the desired tab (Orders or Customers).
• Select the data fields you want to export.
• Optionally, customize the export using additional features like filtering by date range (available in some versions).
• Save changes, preview, and then export the data.

By following these steps, you’ll be able to install and configure the Products & Order Export for WooCommerce plugin to effectively export your store’s product and order data, allowing you to gain valuable insights and manage your business efficiently.