Data Exchange > Export > Orders

Export Orders

You can export all of your orders at once, or you can select orders by searching and then doing a batch export.  Both export procedures are documented on this page.

Exporting All Orders

1. From the Data Exchange page, or from the top-menu, go to Data > Export > Orders.
   
   

2. Click the EXPORT ALL ORDERS button to begin.  This will expand the screen to allow selection of all order fields or individual ones.  At the top of the section, the number of orders ready for export will be indicated.
   
   

3. Choose an Export Format of CSV or XML.
   
   * See note below concerning the Export of Subscription data  

4. Below the list of order fields, you can use the Select options to select all order fields, or remove the checkbox for all of them, and select individual ones as needed.

5. In the optional File Tag field, you can use your own naming conventions for the exported file.

6. After making your field selections, click the EXPORT ORDERS button and wait for the process to complete.
   
   

7. When finished, you can view your order export file as shown in the example below.
   
   

8. In the first column, the file name is shown.  An archived (.zip) file is automatically created for the exported order data.  The second column shows the actual size (in KB) of the order export file.

9. In the last column, you can click the Download icon to copy the order export file to your local computer.  You can click the Delete icon to remove the file permanently.
   
   

   NOTE:

   After a backup, you can find your file in the \App_Data\DataExchange\Download\ folder.

Filter and Export Selected Orders

1. From Data > Export > Orders page click the FILTER ORDERS button, or, you can go directly to the Manage > Orders page.

2. Use the Manage Orders search form to find orders for export.
   
   

3. After clicking SEARCH, the results are shown in the grid below.
   
   

4. To export, you must select at least one order by checking a box in the first column.

5. At the bottom of the search results, you can view the total number or orders selected.  

6. Choose the Export option and click GO.

7. From the next page, you will be able to select the fields to include in the order export.
   
   

8. After making your selections, click the EXPORT ORDERS button to continue.
   
   * See note below concerning the Export of Subscription data

9. Wait while the export file is created.
   
   

10. In the first column, the file name is shown.  An archived (.zip) file is automatically created for the exported order data.  The second column shows the actual size (in KB) of the order export file.

11. In the last column, you can click the Download icon to copy the order export file to your local computer.  You can click the Delete icon to remove the file permanently.
    
    

    NOTE:

    After a backup, you can find your file in the \App_Data\DataExchange\Download\ folder.

Exporting Subscription Data

* NOTE:  All the fields specified below for OrderItem.Subscription and Order.SubscriptionOrders can only be exported in XML.

Order.SubscriptionOrders
SubscriptionOrderId
SubscriptionId
OrderId
IsPrimary
OrderDueDate
PaymentAlertDate

OrderItem.Subscription
Name
Quantity
NumberOfPayments
ExpirationAlertDate
ExpiredAlertDate
NextOrderDueDate
LastOrderDueDate
PaymentFrequency
PaymentFrequencyUnitId
BasePrice
BaseTaxCodeId
RecurringCharge
RecurringChargeModeId
RecurringChargeSpecified
RecurringTaxCodeId
RepeatDiscounts
IsLegacy
PaymentProcessingTypeId
PaymentMethodId
GatewayPaymentProfileId
ProcessingStatusId
ProcessingStatusMessage

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