So you operate a WooCommerce store but are looking to level up your knowledge and skills around exporting your data? Look no further than this post as I show you how to export WooCommerce orders, products and customers.
Ex-port-ing, let’s break it down
Why bother exporting your WooCommerce data? As you continue to generate sales, your database of information relating to your orders, customers, and products will continue to grow, resulting in a multitude of opportunities to use this data to grow your WooCommerce business. This boils down to 3 main areas:
- Fulfilment of orders: As your business continues to grow, you may considering either in-house fulfilment or outsourcing your fulfilment of customer orders. In either case, your order data will need to be exported on a daily basis and used to ensure products are sent to customers as quickly and accurately as possible.
- Analysis of data: Making sales is only one half of the equation. Exporting your data can allow you to make informed decisions about your products and your customers.
- Backing up your data: Keeping a backup of all your data is crucial in the case of a system crash. Keeping a daily/monthly export of data can help you avoid a potentially disastrous situation.
So now you understand the why, let’s explore the what. The main datasets you are going to be exporting for fulfilment, analysis and backups are:
- Orders - eg: exporting daily lists of orders broken down into their current statuses.
- Customers - eg: exporting a list of customers (and their emails) that have spent at least $1000 to then target them with a special offer.
- Subscriptions - eg: exporting a list of subscriptions that ended recently, or exporting subscriptions that were cancelled in the past week to try stop those customers cancelling.
- Products - eg: exporting all products that have low stock levels to then reorder them.
- Refunds - eg: exporting refunds to look at the products being refunded most frequently or the most common refund reasons.
- Coupons - eg: exporting coupon codes to see how many sales have been generated using them.
Ok Eric, you’ve sold me, exporting WooCommerce data is important! How do I do it?
That’s a great question. There are many different options, some free, some paid, some limited in their ability and some which offer you many great features. Let me break it down for you…
Built-in exporting from WordPress/WooCommerce
WordPress/WooCommerce has free but limited exporting options built into it:
- WooCommerce - Export product data such as the title, description, SKU etc. Additionally, WooCommerce has a reporting function which allows you to export basic data relating to product sales eg: daily breakdown of quantity and revenue from one item
- WordPress - Export XML files for products, orders, refunds and coupons with limited information. This is effectively useless though as XML files are difficult to read and comprehend. This tool is built for importing and exporting the data into other platforms that accept XML files rather than being read by humans.
- SQL - Technically, you can run a SQL query in the database to export data. Here’s an example post on exporting orders using a SQL query. However, you’ll need SQL access on your server (not always available depending on your host) and you need to be cautious as a mistake in your query could result in deleting all of your data instantly.
Any built-in option suffers from the same flaws, it is either very complicated and requires serious coding knowledge to gain meaningful information, or is very basic and does not provide any meaningful insights, eg: you can only export all data, or one very small specific segment.
Both free and paid plugins can be a suitable solution in specific situations. Free plugins generally offer very limited functionally and often require to pay for a pro version with the full feature set. And while they may be a perfectly good solution in the early stages of your WooCommerce store (100 orders per month), when you begin to reach thousands and tens of thousands of orders a month, you may run into significant performance issues that could crash your site.
WordPress.org’s plugin repository is not short of options. Some of the most popular free ones we’ve tried include:
- Export WooCommerce Orders - Advanced Order Export for WooCommerce
- Export WooCommerce Products - Product Import Export for WooCommerce
- Export WooCommerce Customers - Import Export Wordpress Users
But as you can see, it requires 3 separate plugins, each with their own UI and settings, to be able to export orders, products and customers from WoocCommerce. Not a very user-friendly experience.
For premium paid plugins, a couple of options come to mind:
Both of these paid plugins offer many more features than their free counterparts, however still suffer from:
- Performance issues - This is a simple limitation of how WordPress is built as the plugin is stored on your WordPress server/site. A large data export can be a resource-intensive process which could result in your site slowing down or even breaking, therefore impacting your customers’ experiences (and costing you sales).
- Data Segmentation - None of these plugins offer an elegant and easy system to segment your data before exporting it. For example, there is no way to filter your customers by:
- Location: United States
- Total Spend: Over $1000
- Last Order: Over 30 days ago
Using Metorik to export WooCommerce orders, products and customers
If you are ready to become a pro-level WooCommerce data exporter, Metorik may be the answer for you.
Metorik’s key exporting features include:
Metorik securely connects to your WooCommerce store and stores all your sites data on a separate server. What does this mean for you? If you get gutsy one day and export 250,000 orders, there will be no impact on your WooCommerce store and importantly, the potential customers shopping on it while you export.
Exporting tens of thousands of orders, customers, products, etc. takes moments rather than hours.
You can infinitely segment data before you click export. Remember the example above where we wanted to segment customers by location, total spend, and last ordered over 30 days ago? With Metorik, it’s a piece of cake.
Here we’ll apply some segment filters:
And after exporting the CSV file, this is what we’re given:
Automatic recurring exporting
Schedule exports to happen automatically every day/week/month at a custom time to email and/or Slack. For example:
- Metorik can send a daily list of new orders to be picked and packed to your order fulfilment centre automatically.
- Metorik can send a weekly export by Email or Slack, containing the top performing products of the week to your manager. By default, these automatic exports include a summary in them of the data, as you can see in the screenshot below.
- ‘One row per line item’ - each item from an order on a different line of the spreadsheet, for ease of formatting for reports
- Custom columns - include as many or as little columums in the CSV (including custom meta fields for orders, subscriptions, and customers). Want to only include product title, and net sales of that product? No problem!
Bring it all back to you
Above we touched on how frustrating it can be to export WooCommerce orders, products and customers through both the built-in solutions and plugins available. Built-in solutions are often ineffective or require expertise in coding. While a cohesive plugin solution, which is able to export data for orders, customers and products will require at least 3 different plugins. Both will invariably suffer from performance issues as your store continues to grow. Neither of these solutions are elegant or convenient in my experience.
With Metorik, you have a single interface to view, segment, and export all data (immediately or automatically recurring), including:
- Shopping Carts
To learn more about exporting with Metorik, check out our section on exporting in the Metorik Docs.
Bonus! Zapier integration
Zapier, if you aren’t already familiar with it, is a fantastic tool you can use for integrating different apps and automating tasks. For example, every time someone subscribes to your MailChimp mailing list, add them to a separate Google Sheets spreadsheet.
Currently, there isn’t a Metorik integration directly with Zapier (although it’s planned!), but a few creative customers emailed us recently to inform us that Metorik already integrates with Zapier. How? Through automatic exports!
So basically, Zapier can automatically read the CSV file sent with an automatic export and do practically anything with that data.
For example, it could send the CSV to Google Drive or Dropbox. Or you could automatically build a Facebook Custom Audience through customer exports.
To do this, you’ll want to use Zapier’s new email parser tool. We’ll elaborate on how you can combine Metorik and Zapier and do exactly this in a post soon.