How to Export Orders to CSV, Excel, or XML in Order Manager

Exporting orders allows you to convert order data into CSV, Excel, or XML formats, making it easier for accounting, data transfers, and reporting. The Order Manager module simplifies this process by providing bulk export options and customizable export rules to suit different business needs.

Exporting orders from the Orders Listing Page

You can export all orders or selected orders directly from the order listing page.

Step 1: Go to Order listing page

• Log in to your PrestaShop Back Office.
• Navigate to the order listing page.

Step 2: Select orders

Use the checkboxes to select specific orders, or leave them unchecked to export all orders.

Step 3: Export orders

• Click on the Bulk actions button.
• Choose Export selected orders to CSV, Excel, or XML.
• The file will be downloaded automatically.

Creating custom export rules

To simplify repetitive exports, you can create export rules to quickly extract specific order data, such as:

• Orders from this month
• Paid orders
• Orders awaiting fulfillment
• Orders from a specific customer

Steps to create an export rule

Step 1: Access export rules settings

You can access the Export Orders page using one of the following methods:

Method 1: From the Order Manager module:

• Navigate to the Order Manager module.
• Click on the Export Orders tab.
• Select "Add new rule" icon in the top-right corner.

Method 2: From the PrestaShop Back Office sidebar menu:

• Go to Orders > Export Orders.
• Select "Add new rule" icon in the top-right corner.

Step 2: Set basic rule information

In the Information tab, configure the essential settings for your export rule:

• Rule name (Required): Enter a descriptive name for your export rule (e.g., "Paid Orders Export").
• File format: Select the export format (CSV, Excel, or XML).
• File name prefix: Add a prefix to the file name (optional).
• File name including rule name: Enable this option to include the rule name in the exported file name.
• Sort by: Choose the order in which orders are sorted (Newest order, Newest customer, or Order total).
• Convert currency: If orders contain multiple currencies, choose whether to convert them into a single currency.

Once completed, click Save to proceed.

Step 3: Select order data fields

• In the Export Fields tab, choose the information to include (e.g., order reference, customer details, total amount, shipping method).
• Drag and drop fields to arrange them in your preferred order.

Step 4: Apply filters (Optional)

In the Filter tab, you can refine your export by applying specific conditions:

1. Date of order

Choose from predefined date ranges:

• Any date (export all orders)
• Today
• Yesterday
• This week
• This month
• This year
• Custom date range (select a start and end date)

2. Order status

Select one or multiple order statuses (e.g., Awaiting check payment, Payment accepted, Shipped, Delivered).

3. Specific order

Enter a single order ID or an order ID range to export specific orders.

Example formats:

• 10 → Exports order ID 10
• 08 - 16 → Exports all orders between ID 08 and 16

4. Specific customer

Search for orders placed by a specific customer using their ID, name, or email.

5. Customer groups

Filter orders based on customer group (e.g., Visitor, Guest, Customer).

6. Countries

Select specific countries from which orders were placed.

7. Carriers

Choose orders handled by particular shipping carriers.

8. Payment methods

Filter orders by payment method (e.g., Bank transfer, PayPal, Credit card).

9. Manufacturers & Suppliers

Export orders containing products from selected manufacturers and suppliers.

10. Categories

Select product categories to export orders that contain products from those categories.

11. Specific products

Search and select individual products to export only orders containing those products.

12. Order total range

Set a minimum and maximum order total (in currency) to filter orders within a specific price range.

Once the filters are set, click Save to apply them.

Step 5: Enable automation (Optional)

The Automation tab allows you to schedule automatic order exports via email, local storage, or FTP.

1. Send export file via email

Enable/Disable: Toggle ON to send exported order files via email.

Email title: Customize the email subject.

Email content: Edit the email body using available tags.

Receiver emails: Enter one or multiple recipient email addresses.

Frequency: Choose how often exports are sent: Daily, Weekly, Monthly.

Send on (if scheduled): Select the day of the week or month to send the email.

Orders to send: Choose between:

• All orders matched filter (default)
• New orders matched filter only (orders have not been sent)

2. Save order export file to a directory on this server

Enable/Disable: Toggle ON to store exported order files in a specific server directory.

Directory path: Enter the server path for file storage (leave blank for the default directory).

Frequency: Select Daily, Weekly, or Monthly for scheduled exports.

Send on (if scheduled): Set the day when the export should run.

Orders to send: Choose between:

• All orders matched filter (default)
• New orders matched filter only (orders have not been sent)

Automatically delete exported files: Set retention rules:

• Never
• After 7 days
• After 30 days
• etc.

3. Upload order export file to another server via FTP

Enable/Disable: Toggle ON to upload exported files to an external FTP server.

FTP credentials:

• Host: Enter the FTP server address.
• Username & Password: Provide login details for authentication.
• Port: Default is 21 (change if needed).

Remote directory path: Specify the folder path on the FTP server (leave blank for root directory).

Frequency: Set Daily, Weekly, or Monthly exports.

Send on (if scheduled): Choose the day for export.

Orders to send: Select:

• All orders matched filter (default)
• New orders matched filter only (orders have not been sent)

Click Save to apply automation settings.

Step 6: Save & use the rule

Click Save.

Go to Export Orders > Click Export button next to the rule name to use the rule.