Create an automated export

Create an automated export to schedule regular exports of your orders, customers, or coupons.

1. Click on WooCommerce > Export > Automated Exports > Add New.
2. Update the following settings for the automated export:
   • Enabled: Turn the automated export on or off.
   • Export name: Enter an internal name for the export.
   • Output type: Choose to export your file in CSV or XML format.
   • Export type: Choose whether to export orders, customers, or coupons.
   • Filename: Enter a name for the files generated for the export.
   • Format: Select a predefined or custom format.
3. Update the Trigger automated export setting to determine when the export will run. Click here to read more about scheduling.
   • You can run order exports as orders or paid or on set intervals.
   • You can only run customer exports on set intervals.
4. Update the Method setting to determine how the export will be sent / transferred. Click here to read more about transfer methods.
5. If you're exporting orders, you can update the Export Options section to target particular orders and include order notes.
6. Click Save.

You can return to the Automated Exports tab to view and manage your automated exports.

Article ID: 1572
Created On: Mon, May 10, 2021 at 3:59 PM
Last Updated On: Mon, May 10, 2021 at 3:59 PM

Online URL: https://www.heartinternet.uk/support/article/create-an-automated-export.html