Orders Export for Magento 2

Set up an unlimited number of export profiles

To create a comprehensive export profile, you first need to determine the specific order data you want to export. Then, you can configure different profiles to handle different tasks. For example, one profile can be set up to export orders for your warehouse, while another can generate monthly reports of invoiced orders.

Select a suitable template type

The next step is to select the appropriate export file format from eight options in the Magento 2 admin panel, including XML, CSV, TXT, Excel XML, TSV, JSON, ODS, and XLSX. Each format offers an available default template where store admins can configure attributes for exporting details, such as:

Order information (e.g., order ID, purchase date)

Shipping Information export (e.g., shipping address, shipping date)

Invoice information (e.g., grand total, payment method)

Credit memo information (e.g., adjustment fee, new total)

Information of product export (e.g., name, SKU, price, quantity)

Customer’s information (e.g., name, email, phone, tax number)

Add conditions for the export profile

It is necessary to select conditions for exporting the file. Any orders that meet the conditions will be exported. You can set conditions based on Order Status, Customer Groups, and Store Views for the customer export profiles. Besides, conditions can be set using the Order Period Time and Order ID Range. Once the conditions are configured, the system will export the orders that match your criteria. You can also choose to update their status after the export.

Create profiles automatically

After a long time, the profile will automatically generate the file content using a cron job. As part of this process, the system will update the exported order number for orders that meet the profile’s conditions. Once refreshed, you can download the file by clicking the Download link.

Customize values in the export file

Default field names are often unclear and lengthy and do not match the requirements of CRM, ERP, and other systems. In addition, navigating the file can be challenging if the recipient lacks a technical background. The Export Order extension provides several options to make the recording understandable. These options include displaying column headers, choosing the delimiter character, and customizing field names to suit your requirements.

Preview output results

Thanks to Magento 2 Export Order extension, you can preview the output results quickly by downloading the first 5 items right from the backend. Any changes in the module configuration, such as file types and template content editing, can be previewed after downloading the output sample.

This seems like such a small function, but it is really time-saving as the admins do not need to save all the settings and then test the changes in a real situation to view the output result.

Auto-upload export files to a remote server

The Mageplaza Order Export plugin allows admins to deliver quickly the data to the Magento 2 store server with simple settings.

The data no longer has to be downloaded and then uploaded manually from one computer to another, which causes a waste of time and workload. Order export for Magento 2 supports a store owner to create a URL then directly add it to the targeted server automatically via FTP or SFTP. This will help a third-party actively access and download instantly, or save the data link for use when needed.

Control order export history from the backend

With the Mageplaza Export Order extension, store admins can access a detailed export file log. This grid will contain all export file information, such as profile name, status (whether the email was sent successfully or failed), delivery, message, exported file, and creation date. By having this information at their fingertips, you can follow all exports easily, solve all issues in time, and maintain efficient order management.