In this post, we will learn how to export custom fields created with WooCommerce Checkout Manager. As you know, this plugin allows you to create custom fields to be displayed on the checkout page and those fields are saved in the order details.
We have created the following four custom fields:
- Delivery Date
- Delivery Time
With these custom checkout fields, we want to do several analyses and prepare some tables in Excel. For example, we want to know the age ranges of our customers and how many of them are students, employees, or retirees.
We could check the orders one by one to see all these data and copy them one by one to an Excel sheet. However, that would take too long.
That’s why we will use the WooCommerce Orders Spreadsheet plugin.
After installing and activating WooCommerce Orders Spreadsheet, you just need to follow a few steps to export custom checkout fields to a CSV file.
1- Open the orders’ spreadsheet
Go to WP Sheet Editor > Edit Orders.
You’ll see all your orders displayed in the spreadsheet as rows and their complete fields displayed as columns.
If you right scroll, you’ll see the WooCommerce Checkout Manager‘s fields displayed in the spreadsheet.
Tip. You can rename the columns to use a friendly name. You can right click on the column > rename.
2- Open the “Export” tool
Click Export on the top toolbar.
This tool allows you to create CSV files and download them to your computer. It contains compatibility options for Microsoft Excel 360, Google Sheets, other versions of Excel, etc. Also, you can save the exports for future sessions.
3- Export the custom checkout fields
To export the custom checkout fields generated by WooCommerce Checkout Manager, you just need to do this:
- Select the columns you’ll export in What columns do you want to export. In this case, we’ll select the following columns: ID, Title, Billing Wooccm11, Billing Wooccm12, Billing Wooccm13, Billing Wooccm14.
- Tick the I understand it will export all the rows from my current search checkbox.
- What app will you use to edit this file (optional): Select the app you’ll use to view and edit your CSV file.
- Name of this export (optional): Enter a name for future sessions.
- Click Start New Export to download the CSV file to your computer.
This is how the custom checkout fields look in Excel once they’ve been downloaded in the CSV to our computer.
That was really simple!
As you can see, it only takes a few clicks to generate a CSV with specific fields or all fields as columns. The WooCommerce Orders Spreadsheet plugin definitely increases your productivity.