This post is about how to bulk edit custom checkout fields in WooCommerce.
WooCommerce Checkout Manager allows you to create custom fields to add them to the checkout page in WooCommerce and gather information about your customers.
This information can be useful to prepare marketing campaigns that are focused on your customers’ information and needs. This will increase your sales opportunities.
In previous posts, we’ve shown you how to import or export custom checkout fields and how to search for orders based on checkout fields as search parameters.
In this post, we’ll show you how to bulk edit these fields in hundreds of orders and how to import values using a CSV file. We’ll do it using the WooCommerce Orders Spreadsheet plugin.
WooCommerce Orders Spreadsheet
Use an intuitive spreadsheet inside WordPress to:
- View and edit WC orders, subscriptions, memberships, etc.
- Use any field as an advanced search parameter with a few clicks
- Edit hundreds of subscriptions, orders, membership plans, etc.
- Generate reports by exporting subscriptions, orders, or membership plans
- Import order, subscription or membership plan updates
- Bulk edit fields generated by other plugins
- And a lot of things!
You can download the plugin here:
Download WooCommerce Orders Spreadsheet Plugin – or – Check the features
Video Guide
Text Guide
Once installed and activated, follow these steps to bulk edit or import information in your custom checkout fields.
1- Open the Orders spreadsheet
Go to WP Sheet Editor > Edit Orders in wp-admin.
You’ll see a spreadsheet containing all your orders as rows and their detailed information as columns.
If you right-scroll in the spreadsheet, you’ll see all the checkout custom fields displayed as columns.
Something important to mention is that the columns in the spreadsheet are not displayed as simple text cells. The spreadsheet displays all fields according to their types.
We have created the following fields:
- Billing wooccm11: Birthday: Date picker
- Billing wooccm12: Delivery Date: Date picker
- Billing wooccm13: Delivery Time: Time picker
- Billing wooccm14: Occupation: Drop-down selector
2- How to bulk edit custom checkout fields
To be able to bulk edit the custom checkout fields, you first need to select the orders you are going to edit. You may not want to edit all of them because the changes you apply with the Bulk Edit tool will be applied to all orders if you don’t select the ones you will edit.
a) Select the orders you’ll edit
To select the orders you’ll edit, you have two options.
First, you can open the Search tool and search for all the orders by keyword, product, registered customer, order notes, etc. If you prefer, you can use the custom checkout fields as search parameters.
Second, you can select the orders to edit using the checkbox picker in the spreadsheet.
b) Bulk edit the checkout fields in the selected orders
If you selected the orders using the Search field or if you selected them using the checkbox picker, you need to open the Bulk Edit in order to edit all of them at once.
In this example, we’ll use the custom checkout fields we’ve created with the WooCommerce Checkout Manager plugin.
c) How to bulk edit date picker fields
Let’s set the same customer’s birth date for all the selected orders using the following values in the Bulk Edit tool.
- Select the rows that you want to update: It depends on how you select the orders.
- What field do you want to edit: Billing Wooccm11
- Select type of edit: Set value
- Replace existing value with this value: 01/01/1990
- Click Execute Now.
Once the changes have been applied, you’ll see the information updated in the spreadsheet.
d) How to bulk edit drop-down fields
We’ve created a drop-down field to select customer’s occupation. We’ll set the same occupation for all the selected orders.
- Select the rows that you want to update: It depends on how you select the orders.
- What field do you want to edit: Billing Wooccm14
- Select type of edit: Set value
- Replace existing value with this value: Retired
- Click Execute Now.
After applying these values, the custom checkout field will be updated in the spreadsheet.
e) How to replace values in time pickers in bulk
We have created a time picker field for customers to select the time they would like to receive their products. We will be moving all deliveries from 08:45 to 10:30. To do this we have to use the following values in the Bulk Edit tool.
- Select the rows that you want to update: It depends on how you select the orders.
- What field do you want to edit: Billing Wooccm13
- Select type of edit: Replace
- Replace this: 08:45
- With this: 10:30
- Click Execute Now.
Once the changes are applied, you will see the updated information in the spreadsheet.
It’s really simple!
As you can see, it’s really easy to bulk edit custom checkout fields using our orders’ spreadsheet. You don’t need to open your orders to edit the custom checkout fields one by one.
Also, if for some reason you edited the custom checkout fields offline in Excel, you can quickly import them into WordPress with a few clicks.
You can download the plugin here:
Download WooCommerce Orders Spreadsheet Plugin – or – Check the features