How to export a spreadsheet of products or orders






Video Transcript


In this video we are going to cover:

 

  • Exporting products

  • Exporting orders

 

Neto has two methods to export data:

  • Using the Export Wizard

  • Using export templates

 

Using the Export Wizard

 

First, let’s have a look at using the Export Wizard to generate a list of products SKU’s, Name, Description and Price that we can export.

 

Go to:

Import/ Export > Export Wizard

Select Start Data Export Wizard.

 

In this example, we want to export inventory details. If you want to export other data, select the appropriate option here. Give this export a name, select a file format and Continue To Next Step.

 

Now we are going to specify what information we would like exported. To do this click Add New Field. From each successive drop down menu, select the appropriate information type. We wanted SKU, Name, Description and Price. SKU, Name and Description are found under Product Data. Price is found under Pricing. Continue to the next step.

 

For this export we aren’t going to filter the results so we can skip this step but as you can see there are many ways to limit what is returned by the export. You can receive the file in a few ways, for this example we’ll use email. Enter your email address.

 

Neto also has an export template system which allows you to store exports and run them on schedules. This is useful for shopping comparisons and warehouse integrations. If you will be performing this export regularly and want to save it for future use, tick the option to save this as an export template. Give the template a name and a schedule.

 

Click Export Now. The export file will be generated and emailed to you shortly.


 

Using export templates

 

Neto also has an export template system which allows you to store exports and run them on schedules. This is useful for shopping comparisons and warehouse integrations.

 

To make an export template go to:

Import/ Export > Add New Export Template

 

Select Order Export under the Export Type. We’ll call the template “New Orders” and put “Export all orders with a status of new” in the description. We will call the file orders@.csv. The @ will be replaced by the batch number whenever the export is run. Choose csv for the file type and click Save Changes & Continue.

 

You can choose to have the file emailed or set an ftp location for the export.

 

Next set a schedule under the Export Schedule field. There is also a link next to the option to create new schedules.

 

Specify what information is to be exported in the File Builder section. The HEADER and FOOTER sections of your file should contain static data such as column headers, while the BODY section should contain dynamic data such as order, customer or inventory data.

 

Use the “Insert Data Tag” tool to insert tags. In the file header section insert Order ID, Billing First Name and Billing Last Name and separate them with commas. You should also surround the fields with inverted commas to ensure you characters are escaped properly.

 

Repeat the process with file body and file footer. In file body use the Order Lines Table to insert SKU, Order Line Quantity and Order Line Price Subtotal. In the file footer section use the Order Table to insert Product Subtotal.

 

Please note, a "LINE BREAK" (ENTER) will not be inserted automatically. Hit enter at the end of a line to start a new line in your export file otherwise all data will appear on one line.

 

Now that we’ve got those fields entered we will add a filter to only export new orders. Scroll up a little bit and select the Filter tab. Under the Order Status highlight the New option.

 

Finally, save your changes. You have just setup a scheduled orders export.

 
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  • Last Modified: 29/10/2015