Exports

How do I export my stock and sales from WooCommerce?

You need two files. WooCommerce exports your products itself, with their stock. Your sales lines take a plugin, because its own reports don’t give a row per product with its SKU and date.

Your products

1. In your WordPress admin, go to Products, then All Products, and choose Export at the top of the page.
2. Leave Export all columns and the other choices as they are.
3. Choose Generate CSV. Your browser downloads the file.

Your cost prices

WooCommerce only keeps a cost price if you turn that on: go to WooCommerce, then Settings, Advanced, Features, and tick Cost of Goods Sold. Once your products have a cost, the export has a Cost of goods column. Keep your costs elsewhere? Add a column with that heading to the file yourself. Without a cost, a product’s value says “no value”, never €0.

Your sales lines

We use Advanced Order Export For WooCommerce as the example, and have no tie to it. Any export will do that gives one row per product sold, with its date, SKU and quantity.

1. Add the plugin from Plugins in your WordPress admin, then go to WooCommerce, Export Orders.
2. Under Date range, cover the last 12 months. Under Format, choose CSV.
3. Open Filter by order, and under Order statuses keep Completed and Processing, so cancelled orders stay out.
4. Under Set up fields to export, choose Remove all fields, then add only Order Number, Order Date, SKU, Quantity (- Refund) and Item Cost.
5. Rename Item Cost to Price: in this plugin it’s what the item sold for, not what you paid.
6. Choose Export.

Twelve months matters: a product last sold eight months ago looks as if it never sold when your file only goes back three. It also covers the longest look-back Verity offers, 365 days.

What Verity reads from each

Verity finds these by their headings, so there is nothing else to rename or put in order.

Your customers’ details

Choosing only those five fields keeps your customers’ names, emails and addresses out of the file altogether. Verity doesn’t need them, and has nowhere to keep them.

What to watch for

• A product with no SKU. WooCommerce allows it, but Verity matches a sale to its product by SKU, so the import leaves that product out and lists it.
• A variable product’s own row. Its sizes and colours hold the stock, each on a row of its own, so the row above them has no quantity. The import lists it, and that’s fine.
• Stock WooCommerce doesn’t manage. A product with stock management turned off has no quantity to read, so it is left out and listed too.
• Refunds. Quantity (- Refund) already takes refunded units off, so what came back doesn’t count as sold.
• Exporting again. Do it whenever you like: a line imported twice counts once.

Verity’s accounts aren’t open yet. Reserve a founding place to bring these files in among the first ten shops, or take the tour to see what they become on an example shop.