How to Import or Export Orders and Coupons from the WordPress Website?

Do you want to know how to import or export orders and coupons from the WordPress website? Doing this manually can be overwhelming, time-consuming, and an error-prone task. This is where import-export plugins come into play, aligning the process and minimizing the margin for human errors. These plugins serve as invaluable tools for both small-scale entrepreneurs and established businesses looking to simplify their operations.

Whether you’re a seasoned WordPress website owner or just starting out, the ability to import and export orders and coupons can be a game-changer. This blog will explore how to efficiently move orders and coupons in and out of your WordPress website using a premium plugin, ultimately helping you manage your online stores efficiently.

Let’s consider the Order, Coupon, Subscription Export Import Plugin for WooCommerce by Webtoffee to learn more about how to import or export orders and coupons from the WordPress website.

Order, Coupon, Subscription Export Import Plugin for WooCommerce

This WooCommerce order coupon import and export plugin allows you to streamline your data management and focus on making your online store hassle-free. This WooCommerce plugin is a handy tool that simplifies importing and exporting crucial orders, coupons, and subscription information using CSV, XML, or Excel.

The plugin has a user-friendly interface and supports multiple file transfer methods, including FTP, URL, and scheduled imports or exports. Apart from importing and exporting WooCommerce data, this plugin allows you to import and export orders from other service providers like UPS WorldShip and FedEx.

Moreover, the plugin offers detailed history logs, debug records, and cron scheduling, ensuring that you can track the success or failure of your processes and easily identify and resolve any issues that may arise. Plus, the ability to merge or update additional information about existing orders, coupons, and subscription details during import/export makes managing your store data a breeze.

The free version of this plugin is available in the WordPress repository.

How to import orders and coupons?

Importing the coupons and orders using this plugin is a straightforward process. To set up the plugin, purchase it and access your account in the My Account section of WebToffee. Download the plugin’s ZIP file from My Downloads. Then, in your WordPress dashboard, go to Plugins > Add New, choose the ZIP file, and click Install Now. After installation, activate the plugin.

Follow the below steps to import orders or coupons.

Step 1: Select the post type

Before you start, make sure:

Your data is in CSV, XML, or XLSX formats.

If using CSV, ensure it’s in UTF-8 format.

To begin, click on “import” from the options given below the plugin in your dashboard.

A new page will open up where you’ll have to select the post types. Select the specific post type from the drop-down button provided.

Step 2: Select the appropriate import method

After selecting the post type, go to the next step. A page with import methods will appear. The import methods include Quick Import and Advanced Import. Select as per your requirements.

Under the chosen import method, select the source of your data. You can upload a CSV/XML/Excel file or import data from an FTP server or a URL.

Step 3: Map the Import Columns

In this step, you’ll need to map the fields from your import file to the corresponding fields in WooCommerce under three fields: the default field, the custom meta, and the hidden meta.

The default field consists of different column names. These column names can be edited or reordered as required.

Custom meta

Hidden meta

Step 4: Configure Advanced Options/Batch Import/Scheduling

Proceed to the next step to configure the advanced options. The advanced options are different for order import and coupon import.

In the case of Order Import

• Update Only: Choose “Yes” to update existing records and “No” to process the entire file for updates or inserts.
• If order exists in the store: Decide whether to skip or update existing entries.
• If conflict with an existing post ID: Choose to skip the item or import it as a new item (generates new IDs).
• Email customer on order status change: Select “Yes” to send an email to the customer when the status is changed.
• Create User: Click “Yes” to create a customer for the corresponding order and notify them if they are not in the store.
• Link Products using SKU instead of product ID: Opt for “Yes” to link products using SKUs instead of product IDs.
• Delete Non-Matching orders from store: Enable it to delete non-matching orders.
• Update Stock Details: Enable it to update stock details like sales count and stock quantity associated with the order.

In the case of Coupon Import

• Update Only: Choose “Yes” to update existing data from the input file or “No” to process all data for update or insertion.
• Match coupons by their: Coupons can be matched by their ID or coupon code.
• If the coupon exists in the store: Choose to Skip or Update the entry if the coupon already exists in the store.
• Update Empty Values: Update coupon data even if some input file columns contain empty values.
• If conflict with an existing Post ID: Decide whether to skip the item or import it as a new item.
• Delete non-matching coupons from the store: Option to delete coupons from the store if they don’t match any in the input file.
• Use product SKU for coupon restriction settings: Use the product SKU for coupon restriction settings.

After configuring the advanced options, click on Import/Schedule to finish.

You can either import directly or schedule the process using FTP. An option to save template will also be available in order to save the configuration for future use.

Schedule Import

To directly import, click on the import option. To schedule imports, click on the schedule option, and a window will open as shown below:

Once the import is completed, a pop-up window appears notifying you about the status of your imported files, mentioning the number of successful imports and failed imports, if any.

How to export orders and coupons

Step 1: Select the post type

Click on the “Export” tab among the available options and select the specific post type from the drop-down button provided on the page that opens.

Step 2: Select the appropriate export method

After selecting the post type, click on the Step 2 button given below. A page with export methods will appear. Select Quick Export or Advanced Export, as per your requirement.

By selecting Quick Export, you can click on the Export button to complete the process.

The option for advanced export will take you through the process of filtering and other advanced options required for your export.

Step 3: Filter data

By opting for advanced export, you will be taken to a page to filter data based on different criteria. These criteria vary for coupons and orders.

Step 4: Map and reorder export Columns

In this step, you can make changes to the export column names or change their order in the output file.

Mapping and reordering the export columns can be done under three fields: the default field, the custom meta, and the hidden meta.

Step 5: Configure Advanced Options/Batch Export/Scheduling

Proceed to the next step to configure the advanced options. The advanced options are different for order export and coupon export.

In the case of Order Export

• Exclude Already Exported: Choose ‘Yes’ to exclude orders that were previously exported.
• Exclude Line Items: Choose ‘Yes’ to exclude line items or ‘No’ to include them in the export.
• Export Line Items: Select ‘Default mode’ for migrating orders, or choose ‘Separate columns’ or ‘Separate rows’ for reference file exports.
• Export File Name: Specify a filename for the exported file; if left blank, a default name will be generated.
• Delimiter: This is the separator used to differentiate columns in the CSV file; it’s ‘,’ by default.
• Export File Format: Choose between CSV and XML formats for the export file.
• Download the file into: Choose between ‘Local’ or ‘FTP.’ If FTP is selected, pick an FTP profile and specify the export path.

In the case of Coupon Export

• Export File Name: Give your export file a name.
• Export File Format: Choose between CSV and XML formats.
• Delimiter: Define the separator for CSV columns (default is ‘,’ for comma).
• Download the file into: Select either Local or FTP. If FTP, pick an FTP profile and set the export path.

After configuring the advanced options, click on Export/Schedule to finish.

You have the option to either export directly or schedule the process using FTP. An option to save the template will also be available to save the configuration for future use.

Schedule Export

In order to schedule exports, select the FTP profile and schedule the process.

Bonus Tips: There are several other top-performing WordPress plugins available for migrating WordPress websites, importing or exporting product data, user data, comments, and more. Some of the best WordPress import-export plugins are listed below.

• Duplicator – WordPress Migration & Backup Plugin
• Product Import Export Plugin For WooCommerce
• WP All Import
• Export Users for WordPress
• WP Ultimate Exporter
• WordPress Comments Import & Export

Conclusion

This article has discussed the process of importing and exporting coupons and orders in WordPress. With the right plugin, you can efficiently manage your WooCommerce data, align your operations, and save valuable time. By following this step-by-step guide, you will be able to gain the knowledge and tools to move your data in and out of your WordPress website, making your online store management more efficient and hassle-free.

So, go ahead and take full control of your coupons and orders, and watch your eCommerce endeavors thrive. Happy exporting and importing!

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