Learn how to Import and Export Merchandise and Orders in WooCommerce

WooCommerce powers shops that vary from one product to 1000’s. However irrespective of the dimensions of your retailer, you could end up needing to import and export merchandise and orders. Copying data manually, one merchandise at a time, could be tedious. The power to import and export this knowledge in bulk could make retailer administration extra environment friendly and fewer irritating. 

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When ought to I import or export merchandise?

Undecided should you want import and export performance in your retailer? There are fairly just a few eventualities the place importing and exporting merchandise in bulk can be helpful to simply about any on-line store. Chances are you’ll want to do that if:

You have got numerous merchandise that should be transferred or up to date 

In case you’re organising your retailer for the primary time and you’ve got a big catalog of merchandise, are importing a brand new batch of stock into an current retailer, or are updating product data in bulk, you would possibly profit from a bulk import/export. 

You might want to ship product knowledge to warehouses

In case you’re organising a relationship with a warehouse for the primary time, they’ll need data on all of your merchandise — together with product title, description, SKU, delivery technique, and fees. In case you don’t have already got a spreadsheet with this knowledge, you’ll need to have the ability to export that data instantly out of your WooCommerce retailer.

You might want to export your product catalog to a market like Amazon

In case you’ve primarily run your retailer on WooCommerce and at the moment are starting to department out to Amazon, Etsy, Fb/Instagram, and different marketplaces, you could discover it useful to easily bulk export your merchandise out of your WooCommerce retailer right into a CSV or XML file. You may then add this file to {the marketplace} you’d prefer to work with. 

In case you solely have 4 or 5 merchandise, you could possibly in all probability add them manually, however should you’ve acquired a catalog of a whole lot or 1000’s, you positively don’t need to spend days or even weeks making an attempt so as to add these one-by-one.

You might want to import merchandise from one other eCommerce platform to WooCommerce

In case you’re shifting from BigCommerce, Shopify, Magento, or another eCommerce platform, having the ability to import your product catalog in bulk is a big time saver. 

You might want to replace product data in bulk

In case you embrace the identical data in each product description and all of a sudden discover that this adjustments, you’ll both should replace every product individually or discover a solution to change all of them without delay. 

Let’s say your retailer presents 200 t-shirt designs and each one has a colour choice of blue, black, and crimson. You obtain a notification that your producer will not provide crimson shirts. Now you need to replace 200 merchandise to mirror this modification. As an alternative of going into every one individually and eradicating the crimson variation, you could possibly bulk export your merchandise, delete the crimson choice, after which import the revised data again into WooCommerce.

You need to create a printed product catalog

Prior to now, firms led with printed catalogs and ultimately got here round to creating eCommerce shops. However as of late, the price of creating an internet store is exponentially extra reasonably priced than designing, printing, and mailing catalogs. It’s more likely {that a} store would begin with eCommerce after which later resolve to create a printed catalog. If that is so in your retailer, having the ability to export all of your product knowledge instantly out of your on-line store may also help expedite your catalog design course of.

When ought to I import and export orders?

Importing and exporting orders is important for environment friendly administration of medium to massive eCommerce shops. However even smaller shops would possibly want import/export performance for WooCommerce now and again. Beneath are some instance eventualities:

You’re sending orders in batches by way of a CSV file to your warehouse

In case you don’t have a direct integration between your WooCommerce retailer and your warehouse, you might have to ship orders in a CSV or Excel file. Whilst you might transcribe order data manually into your CSV file, it could be fairly time consuming and liable to errors. As an alternative, you could possibly do a day by day export of orders that you simply ship to your warehouse, which might prevent time and cut back the potential for typos and missed orders.

You want particular knowledge to run stories 

Whereas WooCommerce has numerous completely different reporting capabilities, you could need to generate stories distinctive to your organization. As an illustration, if you need one which exhibits what number of of a particular product is bought in a selected nation, state, or province per 12 months, you’ll have to create this your self. Exporting full product gross sales and order knowledge provides your analyst the information they should make this occur.

You’re importing orders in bulk that had been positioned manually by electronic mail, over the cellphone, or in particular person

In case you take numerous orders by channels apart from your web site, you don’t need to spend hours including every one individually to your retailer. In case you can centralize your offline orders to a single CSV file that’s uploaded in bulk, you’ll save numerous time.

You need to retailer order historical past off-site

In case you delete order knowledge periodically in WooCommerce, you would possibly need to again up historic orders in a CSV file someplace in case that you must entry them sooner or later.

Learn how to import and export merchandise and orders

There are just a few methods to import and export merchandise and orders relying on the kind of data you want:

  • Constructed-in product import and export instruments: Nice for importing and exporting product knowledge for easy and variable product sorts 
  • The built-in analytics device, WooCommerce Analytics: A wonderful choice for exporting some sorts of primary product and order knowledge 
  • The WordPress native Import and Export device: Nice for importing and exporting extra detailed knowledge. Nonetheless, the outcomes might be in an XML file and so they look a bit messy. Additionally they don’t export or import full order knowledge.
  • An import/export extension: The quickest and easiest technique right here. That is additionally nice for customizing the knowledge you need to import/export and dealing with detailed knowledge.
  • Database guide import and export: Good for coping with full or detailed product and order knowledge. Nonetheless, this requires some improvement expertise.

Maintain studying for detailed directions.

Importing and exporting merchandise with the built-in Product Import/Export device

WooCommerce comes with the flexibility to bulk import just a few various kinds of merchandise, together with:

  • Easy
  • Variable
  • Subscription merchandise
  • Product bundles
  • Composite merchandise

NOTE: If that you must import or export WooCommerce Bookings, WooCommerce Manufacturers, or different customized product sorts, you’ll want to make use of a premium extension like those we focus on under.

Importing merchandise

Earlier than importing your merchandise, you’ll want a CSV file with all of your product data, formatted in order that WooCommerce can correctly interpret the information. The easiest way to generate that is to obtain the pattern CSV file on Github. From there, you possibly can change the pattern knowledge with your individual. 

You may as well create a CSV file from scratch utilizing the Product CSV Import Schema. If you wish to import merchandise from an current WooCommerce retailer, you possibly can export them from the present retailer and alter any vital data earlier than importing it into the brand new one.

Which CSV editor ought to I take advantage of?

Google Sheets, Open Workplace’s Calc program, and LibreOffice’s Calc program are all nice software program for enhancing your CSV information. In case you’re on a Mac, you can too use Numbers. Keep away from Microsoft Excel as a consequence of formatting and character encoding points.

How ought to I format my CSV file?

There are just a few formatting and data-related belongings you’ll want to concentrate to in your CSV file. In case you don’t observe these guidelines, you would possibly find yourself with a failed import or incorrect data in your retailer.

  • CSV information must be in UTF-8 format.
  • Use your retailer’s native timezone for dates.
  • For true/false values, use 1 for true and 0 for false.
  • A number of values in a subject must be separated with commas.
  • Wrapping values in quotes permits you to insert a comma.
  • Prefix the id with id: if referencing an current product ID. No prefix is required if referencing a SKU. For instance: id:100, SKU101
  • Customized meta is supported however solely plain textual content. There’s no assist for JSON or serialized knowledge.
  • Taxonomy time period hierarchy is denoted with > (e.g. T-shirts>Youth>Licensed Cartoon Tees). Phrases are separated with commas (e.g. short-sleeved,long-sleeved,cap-sleeved).
  • Merchandise which are in draft standing aren’t exported, solely revealed and privately revealed merchandise. Nonetheless, you possibly can import a product with a draft standing.
  • It’s not potential to assign a particular publish ID to a product on import. Merchandise will all the time use the following out there ID, whatever the ID included within the imported CSV. 
  • Photos have to already be uploaded to your web site or out there by a publicly accessible exterior hyperlink to be imported to your retailer. Some cloud storage providers use redirect scripts that forestall the picture file from being imported, so be sure that your picture is offered on the actual hyperlink you specify.
  • If the product picture already exists within the Media Library, you possibly can merely enter the file title as an alternative of all the file path.

Import new merchandise or replace current merchandise

You should use the Import characteristic to import new merchandise or replace current ones.

1. In your WordPress dashboard, go to WooCommerce → Merchandise.

2. Choose Import on the high of the Merchandise web page. You’ll be taken to a multi-step web page, step one of which is Add CSV File.

importing products from CSV file

3. Choose Browse to decide on the CSV you need to use. 

4. In case you’re updating current merchandise, verify the Replace current merchandise field.

5. CSV delimiter: Usually CSV components are separated by a comma. In case you are utilizing a special delimiter in your file, you possibly can set it right here. 

6. Column mapping preferences: In case you’ve set column mapping preferences up to now and need to use them, you possibly can verify this field.

7. Click on Proceed. This may take you to the Column mapping display screen.

WooCommerce will mechanically try and map the Column Title out of your CSV to Fields.

mapping fields in CSV file

8. If there are any fields you don’t need to import, you need to use the dropdown menus below Map to subject to point ‘Don’t import.’ You may as well choose the sphere you need your column title mapped to. Any unrecognized columns or unmapped fields won’t be imported by default.

running the importer

9. When you’ve mapped all of your fields, click on Run the Importer.

running the product importer

10. You’ll see a display screen that claims “Importing. Your merchandise at the moment are being imported.” Wait till the Importer is completed. Don’t refresh your browser whereas it’s in progress. When your import is full, you’ll be taken to the Carried out! display screen and from there you possibly can click on View Merchandise to evaluation them and make sure that they had been imported accurately.

Exporting merchandise

If that you must export merchandise out of your retailer, the method is pretty simple. 

1. In your WordPress dashboard, go to WooCommerce → Merchandise and click on Export on the high of your display screen. 

You’ll be taken to Export merchandise to a CSV file. From right here, you possibly can choose which columns, what product sorts, and what product class you need to export.

exporting products to CSV file
choosing export fields

2. Make your picks, then click on Generate CSV.

3. Wait in your export to complete and obtain your file.

WooCommerce Product Import & Export
For extra detailed data on importing and exporting merchandise with the default WooCommerce Product Import and Export instruments, learn the WooCommerce Getting Began Documentation.

Exporting product and order knowledge with WooCommerce Analytics

WooCommerce Analytics offers reporting particulars about your retailer’s gross sales, merchandise, and orders. Exporting this knowledge is beneficial if you wish to evaluation greatest promoting merchandise, evaluate income for various time intervals, get an outline in your inventory ranges, or establish your most loyal clients. Whilst you can’t import exterior knowledge on to WooCommerce Analytics, should you’re utilizing a model of WooCommerce older than 4.0 and are upgrading to 4.0 or above, you possibly can import historic knowledge out of your earlier model of WooCommerce

Remember that WooCommerce Analytics is proscribed to pretty high-level knowledge and doesn’t import/export full product or order data. In case you want detailed data like what number of gross sales had been made in a particular nation over a sure time period or want to bulk edit product descriptions in your retailer, you’ll have to export that knowledge instantly out of your database or utilizing an extension like Import Export Suite for WooCommerce.

Exporting product analytics

In your Product Analytics view, you possibly can select a date or date vary after which view all merchandise, see a single product, or select a product comparability view.

finding year to date sales in Google Analytics

Product stories can embrace:

  • Product title
  • SKU
  • Variety of gadgets bought
  • Web gross sales
  • Variety of orders
  • Classes
  • Variety of variations
  • Inventory Standing (In Inventory, Low Inventory, Out of Inventory, N/A)
  • Inventory Amount
list of product sales

To filter your outcomes for particular knowledge columns, click on on the vertical ellipsis on the high proper of your product outcomes view.

filters in WooCommerce Analytics

You may toggle on or off the SKU, Orders, Class, Variations, Standing, and Inventory columns. When your report displays the knowledge you want, click on the Obtain button on the high proper of your product outcomes view. Your knowledge might be downloaded as a CSV file.

Exporting order analytics

In your Order Analytics view, you possibly can select a date or date vary after which view all orders or select from some superior filters like:

  • Order Standing
  • Merchandise
  • Variations
  • Coupon Codes
  • Buyer Kind
  • Refunds
  • Tax Charge
  • Attributes
WooCommerce Analytics dashboard

Order stories can embrace:

  • Date
  • Order quantity
  • Standing
  • Buyer title
  • Buyer sort
  • Product(s) bought
  • Variety of gadgets bought
  • Coupon(s) used
  • Web gross sales
list of recent orders

To filter your outcomes for particular knowledge columns, click on on the vertical ellipsis on the high proper of your product outcomes view.

toggling columns on and off

You may toggle on or off the Standing, Buyer, Buyer sort, Product(s), Objects bought, and Coupon(s) columns. When your report displays the knowledge you want, click on the Obtain button on the high proper of your product outcomes view. Your knowledge might be downloaded as a CSV file.

WooCommerce Analytics

WooCommerce Analytics is a reporting and knowledge evaluation device that comes with model 5.3 and above of WooCommerce. The suite contains superior filtering and segmenting instruments in your stories, report downloads in CSV format, and a customizable dashboard to watch key metrics of your retailer. Study extra

Exporting product and order knowledge with WordPress’ Export device

WordPress natively permits you to export completely different publish sorts as XML information. This characteristic is positioned in Instruments → Export in your WordPress dashboard. 

WordPress’ Export device can export customized publish sorts like:

  • Merchandise
  • Variations
  • Orders 
  • Refunds
  • Coupons
list of items to export

Word: Select Merchandise or Orders as an alternative of Product or Order when exporting. 

Remember that for order exports, the outcomes are considerably restricted in that it does not embrace the names of the merchandise or the amount bought in every order. 

The WordPress Export device’s formatting will not be best in your functions, both. The information might be exported as an XML file, so until you intend on importing this knowledge instantly into one other WooCommerce web site, you’ll in all probability need to view the outcomes as a CSV file. To do that you’ll both have to convert it to a CSV file utilizing Notepad++ (Home windows) or a free on-line conversion device. The ensuing formatting will not be fairly and is usually a bit messy to type by. In case you want order particulars like which merchandise had been ordered and what number of, you’ll nonetheless should export that data instantly from the database or use a plugin to deal with your exports.

Importing product and order knowledge with the WordPress Import device

To import product or order knowledge utilizing the WordPress Import device, you’ll have to be sure that your file is formatted similar to the export file for whichever publish sort you’re importing. Exporting a publish sort first can provide you a template for tips on how to arrange your import file. 

This exported file can even outline what sorts of knowledge could be imported. That is particularly necessary on the subject of order data for the reason that Orders publish sort doesn’t embrace full order data. 

Whilst you can edit your file as a CSV, as soon as your file is configured you need to be sure you reserve it as an XML file. 

When your file is prepared and saved in XML format, open your WordPress dashboard and go to Instruments → Import.

Scroll to the underside of the following display screen till you discover the WordPress choice, then click on Run Importer.

Choose your XML file utilizing the Select File button, then click on Add file and import.

Utilizing WooCommerce extensions to import and export merchandise and orders

The quickest and least error-prone solution to import and export WooCommerce merchandise and orders is to make use of an extension. This protects time and reduces the potential for errors. Relying on the information you want, there are just a few nice options to select from — Import Export Suite for WooCommerce, Product CSV Import Suite, Buyer/Order/Coupon CSV Import Suite, and WooCommerce Buyer/Order/Coupon Export

Import Export Suite for WooCommerce

With Import Export Suite for WooCommerce, you possibly can import, export, migrate, and replace all of your WooCommerce knowledge in bulk utilizing both a CSV or XML file. All WooCommerce product sorts are supported, together with: 

  • easy
  • grouped
  • exterior
  • variable

You may as well import and export orders, product evaluations, coupons, subscriptions, and clients.

Import Export Suite for WooCommerce contains a number of different helpful options, like:

  • Scheduled imports and exports. You may automate your imports and exports on a schedule you select. These processes run within the background so you possibly can proceed to work on different areas of your web site. 
  • Import/export historical past. The suite shops your whole import and export historical past and contains the choice to re-run the identical import/export once more.
  • Knowledge and debug logs. You may view all the information associated to your import/export processes and verify debug logs if a course of fails and that you must troubleshoot the difficulty.
  • Import and export customized fields and hidden metadata.
  • Create customized exports utilizing filters. You may specify the full variety of merchandise to export, skip first n exports, embrace or exclude merchandise by class, and specify particular merchandise to export by product title.

Product CSV Import Suite

Product CSV Import Suite is particularly geared towards importing and exporting merchandise. Along with having the ability to import and export the identical product sorts that WooCommerce does by default, it’s additionally set as much as deal with data from WooCommerce Bookings, Product Distributors, WooCommerce Manufacturers, Google Product Feed, and WooCommerce Images.

Product CSV Import Suite is ready to seize customized subject and taxonomy data which you can embrace in your imports and exports. It should additionally import customized knowledge from extensions like Product Add-Ons and Dynamic Pricing

With Product CSV Import Suite, you have got extra granular management of what product knowledge you export out of your retailer. You may as well export merchandise in draft mode.

Buyer/Order/Coupon CSV Import Suite

Buyer/Order/Coupon CSV Import Suite is simply an importer. It doesn’t create exports. You’ll have to buy its companion plugin WooCommerce Buyer/Order/Coupon Export or one other order export plugin if you wish to export order data. 

The importer can deal with a number of completely different import codecs, and columns could be mapped to the suitable WooCommerce fields to merge or create orders. Your knowledge could be imported as a file, copy and pasted, or added by way of a URL.

Along with importing and merging orders, you possibly can import and merge clients and coupons. This extension additionally permits you to import customized fields and taxonomies related to orders, clients, and coupons. 

A number of delivery strategies per order are supported and order knowledge imports within the background as a way to import massive knowledge units with out risking timeouts.

WooCommerce Buyer/Order/Coupon Export

WooCommerce Buyer/Order/Coupon Export is an export device solely that outputs information in CSV and XML format. If that you must import buyer, order, or coupon knowledge, you need to use its companion extension, Buyer/Order/Coupon CSV Import Suite

With this extension you possibly can export particular person orders, clients, or coupons and automate your exports with knowledge transfers by way of FTP, HTTP POST, or electronic mail. The export course of runs asynchronously within the background in your web site so you possibly can proceed working in different areas of your retailer whereas your export completes.

Different helpful options embrace: 

  • Customized codecs that embrace buyer and order meta. You may as well customise exports to fit your CRM or order success system — rearrange and add new fields and embrace customized meta knowledge and static values.

Which resolution is best for you?

There’s no one-size-fits-all resolution for each import and export requirement. Chances are you’ll have already got what you want from the built-in WooCommerce Import and Export instruments and WooCommerce Analytics. When you’ve got a extra distinctive state of affairs, a premium extension like Import Export Suite for WooCommerce is perhaps your best choice. 

Take the time to contemplate what import and/or export knowledge that you must effectively and successfully run your retailer and select the answer that greatest helps your objectives.

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