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Exporting Order Data to CSV

You can export a detailed record of your orders from the CRM to a CSV (Comma-Separated Values) file. This is useful for financial reporting, reconciliation, inventory tracking, or analyzing product performance. The exported data is sent to your email as a secure download link.

How to Generate an Order Export

Follow these steps to create and download your order data:

Navigate to Payments → Orders in your CRM.
(Optional) Use the available filters to narrow down the orders you want to export. You can filter by criteria such as:
- Order status (e.g., Completed, Pending)
- Date range
- Source type (e.g., Store, Funnel, Payment Link)
- Product type (One-time or Recurring)
Click the Download button.
Check the email inbox associated with your CRM account. You will receive an email containing a secure link to download the CSV file.

Note: The download link in the email is valid for 7 days. If the link expires, you will need to generate a new export from the Orders dashboard.

Understanding the CSV File Structure

A single customer order in your CRM can contain multiple products and tax lines. To represent this detail accurately, one order may span several rows in the exported CSV file. This multi-row format provides clear, line-item details essential for bookkeeping and data analysis.

The export is designed for data consistency:

A value of 0 is used only when a field applies and its actual value is zero.
A field is left blank when it does not apply to that specific record (e.g., a payment method field for an unpaid order).
The column order remains stable across exports, making the file reliable for use with spreadsheets, data import tools, or business intelligence software.

Key Columns in the Export

The CSV file includes numerous columns. Here are explanations for some of the primary ones:

Internal order id: The CRM's unique identifier for the order. Use this to group all rows belonging to the same order.
Customer name/email/phone: The contact information provided during checkout.
Sub total: The total value of items before discounts and exclusive taxes.
Total amount: The final payable amount after discounts, taxes, and any additional charges.
Status: The payment status of the order (e.g., Completed, Pending).
Source type: Where the order was created (e.g., Store Checkout, Funnel).
Line item name / price / quantity: Details for each specific product in the order.
Tax name / Tax amount: The type and amount of tax applied to a line item.
Address fields: Shipping or billing address information, if captured.

How Multi-Row Orders Work

Since the export creates separate rows for products and taxes, a single order will appear across multiple lines. All rows for the same order will share the same Internal order id.

Example: An order containing 3 products and 2 different taxes (where taxes are added on top of the price) would generate up to 6 rows in the CSV: one row for each of the 3 products, and then additional rows detailing the tax amounts for each of those products.

Frequently Asked Questions

Why does one order appear as multiple rows in the file?
This ensures each product and its associated taxes are listed on separate lines for precise financial reporting and analytics.

Why is the Payment Method field sometimes empty?
This field is only populated if a payment transaction was successfully completed for that order. Unpaid or abandoned orders will have this field blank.

Are unpaid or abandoned orders included?
Yes, all orders are included by default unless you use the status filters to exclude them before exporting.

Does this export show subscription billing history?
No. This export shows order details, including whether an order contains recurring products. For detailed subscription history and recurring transaction data, use the dedicated Subscriptions CSV export.

Can I re-export orders from a past date range?
Yes. Each export generates a fresh file based on the current data and any filters you apply.