How to Set Up Advanced Order Export for Woocommerce (Pro): Beginner’s Guide

How to install Advanced Order Export for Woocommerce (Pro)

Before installing the plugin, you need to buy it on our website. Select the appropriate tariff and click on the “Purchase” button.

Tariffs

As stated in the instructions, first we will remove the free version of the plugin, if it was installed earlier.

Next, go to the “Plugins” tab and click on “Add new”.

At the top of the page, click on “Upload” and choose the plugin archive. The plugin will appear in the “All plugins” tab. Activate it.

How to set up Advanced Order Export for Woocommerce (Pro)

We wrote about how to configure the plugin in this article. The settings are the same in both versions.

How to save report settings to your own Profile in Advanced Order Export for Woocommerce (Pro) 

Once you’ve set up your report, you can save them to your Profiles. 

To do this, click on the “Save as a profile” button

The “Save as a profile” button

You can create several such settings for different types of reports.

How to configure Status Change Jobs in Advanced Order Export for Woocommerce (Pro) 

The “Status change jobs” tab enables you to automatically export orders whose status has been modified to the designated location.

For example, let’s take the First situation from the last article.

There are two ways to create a job in the “Status change jobs” tab: 

  1. On the “Profiles” tab, you can click on the “Copy to a Status change jobs” button.
The “Copy to a Status change jobs” button
  1. On the “Status change jobs” tab you can click on the “Add job” button.
The “Add job” button

Then click “OK” on the message window.

The message window

In both cases, at the end you will see the window with the status job settings.

The status job settings

If you have already set up your “Profile” earlier, then you only need to specify “From status” and “To status” for the jobs. Let’s select the statuses “Processing” and “On hold” in the line “From statuses” and “Completed” in the “To status”.

“From status” and “To status”

Save settings.

How to configure Scheduled Jobs in Advanced Order Export for Woocommerce (Pro) 

You can configure the “Scheduled Jobs” tab to have reports exported on a schedule.

There are two ways to create a job in the “Scheduled Jobs” tab: 

  1. On the “Profiles” tab, you can click on the “Copy to a Scheduled Jobs” button.
The “Copy to a Scheduled Jobs” button
  1. On the “Scheduled Jobs” tab you can click on the “Add job” button.
The “Add job” button

In both cases, finish setting up the scheduled job on this window.

The scheduled job

By default, an empty file will not be sent.

The “Don’t send empty file” option

And the directory path is your site’s folder.

The directory path

You can choose another export destination (or destinations). For example, Email and Directory. To set up the Email, be sure to include a recipient. Then click on the ”Test” button.

The Email

If you have a similar error, then enter email in the “From email” field.

Error in Test Results

If the submission was successful, you will receive the following message.

Successfull Test Results

Schedule settings are quite flexible and understandable.

Schedule settings

Let’s imagine that you have to send a report on a certain day of a certain month. Choose date and time and click on the “Add” button.

Choose date and time
Click on the “Add” button

Do the same if you want to add another date.

Add another date

Set the period for which data will be loaded into the report in the “Export date range” section.

The “Export date range” section

Conclusion on how to set up Advanced Order Export for Woocommerce (Pro)

Now you figured out how to configure Advanced Order Export for Woocommerce (Pro). It also has many other equally useful settings. You can read about all of them in our plugin documentation.

How to Set Up Advanced Order Export for Woocommerce: Beginner’s Guide

Advanced Order Export for Woocommerce is a plugin for e-commerce websites. It takes advantage of WordPress express environment and makes it easy to configure and export orders on the fly. It enables users to configure all settings in each template and create its own schedule (view details in “pro version” article). Also, it gives the facility to customize specific fields using PHP.

Orders can be exported in different formats (for example, CSV, XLS or HTML), as well as to different applications like Zapier.

 So, what is the easiest way to set up Advanced Order Export for Woocommerce?

How to install Advanced Order Export for Woocommerce

First, you need to open the

First, you need to open the “Plugins” tab and click “Add new”. 

The “Plugins” tab

You have to write “Advanced Order Export for Woocommerce” in the search panel

The search panel

Click “Install now” and wait a few seconds.

Click “Install now”

Then activate it.

You can find the plugin in the “Woocommerce” tab.

The “Woocommerce” tab

How to set up Advanced Order Export for Woocommerce

Some parameters in the plugin are set by default. Orders are filtered by the date they were created, the export file name is “orders-%y-%m-%d-%h-%i-%s”, orders are sorted by id in descending order, and all fields are in the export fields.

We will configure the most requested settings and create three different export files: a regular file with multiple orders, summary report by products, and summary report by customers.

First situation: regular file with multiple orders.

First, let’s set the order date range. For this you must click on “Date range” and select the day, month and year from the pop-up calendar

The pop-up calendar

Then change “Export filename“. To make it clear, orders for which period will be exported, let’s write the following code:

“orders-{from_date}-to-{to_date}”

Export filename

Select format of export file. In our example, it will be a PDF. Set up settings for it. Click again on PDF and choose: 

Page number – right align

Page header text – First example

Fit table to page width – Yes

Format of export file

You can also change the colors in your file and add your logo.

Other settings

Now set up fields to export.

Click on “Remove all fields” and then add other fields by method drag-and-drop.

Fields to export

Second situation: summary report by products.

For this type of export, you need to choose “Summary report by products”

Summary report by products

Note: All other settings will be saved, except for the fields for export. They will be changed to those appropriate for this type of report.

Changed fields

Third situation: summary report by customers.

As in the previous case, you need to tick the “Summary report by customers”

Summary report by customers

Also fields for export will be different.

Different fields

How to create a custom field in Advanced Order Export for Woocommerce

Sometimes it happens that you need additional fields for a report. In the plugin Advanced Order Export for Woocommerce, you can add them yourself.

How to create a custom field:

  • Go to the desired category and click on the “Add field” button;
  • Select the “Meta key” value;
  • Add the value to the “Column name” and “Field format” fields (string only for XLS);
  • Click the “Confirm” button.

Custom field

Another way to add a static field:

  • Click on the “Add static field” button;
  • Enter a value in the “Column name” field;
  • Fill in the “Value” field or leave it empty;
  • Select the value from the “Field format” drop-dow;
  • Click the “Confirm” button”.

Static field

How to save report settings to your own Profile in Advanced Order Export for Woocommerce (Pro)

Once you’ve set up your report, you can save them to your Profiles. 

To do this, click on the “Save as a profile” button

The “Save as a profile” button

You can create several such settings for different types of reports, as well as configure their schedule, automatic export when the order status changes, and the destination. (view details in “pro version” article)

Export the order

Note: Before exporting orders, you must ensure that your list of orders is not empty.

There are two ways to export orders from Woocommerce: “Export” and “Export without progressbar”.

Export orders

For bulk exporting orders, you must use the “Export” button. Otherwise, click on “Export without progressbar”.

There are three reports: the regular file with multiple orders, summary report by products, and summary report by customers.

The regular file with multiple orders

Summary report by products

Summary report by customers

Conclusion on how to set up Advanced Order Export for Woocommerce.

Now you figured out how to configure Advanced Order Export for Woocommerce. It also has many other equally useful settings. You can read about all of them in our plugin documentation.