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Why run a WooCommerce export to Excel
Analyze historical data and use it to your advantage
Extract WooCommerce orders to Excel and see how your sales shaped up throughout the years. Pull new orders as they come and use the filters to pull up precisely the data you need. Analyze seasonal trends and use advanced Excel formulas to forecast future performance. Drill down into the top-selling products and figure out which items are often bought together. Plan your marketing campaigns with data in mind.
Build a full overview of your business
Use this WooCommerce to Microsoft Excel integration to extract all the vital information from your WooCommerce store on Wordpress. Blend it all together with the data flowing in from a CRM, marketing, or accounting tools. Connect leads to the orders they placed and evaluate the effectiveness of your marketing campaigns. Gain a deep understanding of your customers. Prepare financial reports with ease.
Visualize the performance of your store
Draw charts visualizing different aspects of your business. Create a customizable dashboard with the vital metrics of your business. Set for the data to auto-refresh daily or hourly and always work with the fresh numbers. Take advantage of Excel’s seamless integration with Power BI and create an excellent visualization of your store’s performance. Connect WooCommerce to Excel and then to any other BI tools.
What to export from WooCommerce to Excel
Export WooCommerce orders to Excel from any period in time. Fetch the IDs, statuses, rates, billing & shipping details, and more. Pull up the list of orders meeting certain criteria. Collect the products shipped with each order, and see which are most often combined.
Fetch the complete list of products from your store, including all the variants. Fetch the names, URLs, SKUs, statuses, prices, and more. Look up the inventory levels for each item and always know when a product needs a refill.
Collect the list of all your customers or only those meeting specific criteria - for example, US-based. Import their names, companies, emails, address details, and more. Plug that data into your CRM for a better overview of your clients.
Bring into Excel ready reports on your sales and products. Collect the aggregated information about customers, coupons, or product reviews. Always know what your top-selling products are. See the volume of orders and items in an average cart. Compare how the numbers fluctuate and visualize them.
Import many other details from your Wordpress-based store. Fetch product reviews, categories, tags, or attributes. Import all your coupons and check how they’re used by clients. Automatically collect tax rates, classes, the regions your orders are shipped to, and more.
How to integrate WooCommerce to Excel
Step 1. Choose WooCommerce as a source app5 seconds
Step 2. Connect your WooCommerce store and choose what to export - for example, products30 seconds
Step 3. Connect your OneDrive or SharePoint account and choose the workbook for import45 seconds
Step 4. Create a schedule for automated data refreshes20 seconds
Step 5. Run the importer and review the outcome5 seconds
When setting up the WooCommerce importer, choose the “Products” data entity. An importer will then fetch your entire list of products and many complementary details, such as status, visibility, or price. You can also choose to pull only the products meeting the specific search criteria - for example, those containing the word “t-shirt”.
Absolutely! To export WooCommerce product links to Excel, select the “Products” data entity when setting up an importer. Once the import is finished, open a workbook. Each item on a list will have a direct link to its listing on your WooCommerce store.
Yes! When setting up an importer, choose the “Coupons” entity to collect all your coupons. You can also export WooCommerce coupons to Excel that meet certain criteria - for example, coupons with the type “free_gift”. In the imported dataset, you’ll see the details of each coupon and the usage count.
When configuring an orders export from WooCommerce, you can choose to fetch only the orders placed before or after a certain date. By default these fields are empty. If you keep them this way, all historical orders will be fetched.
Yes. When you export products and all their variants, you’ll see for each the average rating and a rating count. This can be beneficial for monitoring the quality and quickly finding the items that underperform.
You can also export all the existing product reviews with the “Product Reviews” data entity.
Inventory levels sit in the “Products” data entity. Collect all your products or only those meeting the chosen criteria. Inventory quantity for each item will be one of the many details fetched with the import.
You can collect orders in several ways. The most basic way is with the “Orders” data entity that will fetch all the orders from your store. You can also choose to filter orders by status or fetch only those placed before or after a certain date.
If you want to delve deeper into the items bought with each import, select the “Orders with line items” data entity. If you’re interested in the aggregated orders data, select the “Order totals” entity instead.
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