Orders Export & Import

Installation

  • Unzip and paste the extension file into your root Magento folder.
  • Connect to your server by SSH.
  • Go to your Magento root folder.
  • To install the extension, perform this command:
php bin/magento setup:upgrade
  • To switch the extension on/off, perform these commands:
php bin/magento module:enable Aitoc_OrdersExportImport
php bin/magento module:disable Aitoc_OrdersExportImport

You can activate/deactivate several Aitoc extensions at once by specifying their names separated by space in the command.

Config settings

STORES > CONFIGURATION > AITOC EXTENSIONS

NOTE

Here you can limit the number of orders processed during single cron job. If left blank, the module will take default value of 50. You can set this value lower if your server is overloaded during export / import operation.

NOTE

If you limit the disk space for the log, the system will warn the admin each time during the import operation that this limit is reached. This helps prevent the log files from taking a lot of server disk space.

Managing Order Export profiles

SYSTEM > EXTENSIONS > AITOC EXPORT ORDERS

NOTE

Create new export profile to start exporting your orders.

NOTE

The list of all your export profiles will be here.

NOTE

You can edit or delete your existing export profiles.

Configuring Export output

SYSTEM > EXTENSIONS > AITOC EXPORT ORDERS

  1. Set the format of the export file. You have .xml .csv and .csv (multiline) to choose from.
  2. Choose where your export file will be stored. You have three options: local server, remote FTP server and email.
  3. Choose between manual or automatic export operation setup.
  4. Select which order entities should be included in the export file. You have four categories here: Orders, Invoices, Credit Memos, Shipments.
  5. Select which order fields should be included in the export file. If you’re going to import this file into a Magento 2 instance, we recommend checking all options here.

Configuring export output / File Information

SYSTEM > EXTENSIONS > AITOC EXPORT ORDERS

NOTE

The extension supports exporting in XML file. It is a preferred data format for order migration between different Magento versions. Please note that CSV files may have various formats. For example, you can open a file in Microsoft Excel and then save it in the same CSV format without any changes. As a result, you get a file with a new data structure. The CSV file should be edited in plain text editor. Multiline CVS format makes order entries management more convenient.

NOTE

Order Export file will be placed on remote FTP. Please note that creating an export file may take several minutes.

Configuring export output / Data Format

SYSTEM > EXTENSIONS > AITOC EXPORT ORDERS

NOTE

Order Export file will be placed on local server in “Path folder” with filename “File Prefix“_YYYY-MMDDHHMMSS.ext You can download the file when export is complete.

NOTE

You’ll get an email with the export file attached. You can edit email template using MARKETING > EMAIL TEMPLATES. Please note that creating an export file may take several minutes.

Configuring export output / Automatic export settings

SYSTEM > EXTENSIONS > AITOC EXPORT ORDERS

NOTE

The automatic exporting can be triggered by different types of events. You can select one of them if automatic exporting is needed.

The procedure of manual exporting

SALES > ORDERS

NOTE

Apply necessary filters, choose the orders you’d like to import and select your import profile.

Order Export History and the Processor tab

SYSTEM > EXTENSIONS > AITOC EXPORT FILES

Configuring import

SYSTEM > EXTENSIONS > AITOC IMPORT ORDERS

NOTE

Once the uploaded import file is checked to have the correct format and structure, you’ll be able to start import operation.

NOTE

  1. “Append Complex Data” mode can be used if orderID is not present in your current Magento.
  2. “Replace Existing Complex Data” mode can be used to replace orders info if you import orders with OrderIDs that already exist in the system.

NOTE

Type format should be relevant to an uploaded file.

Order Import History and the Proccesor tab

SYSTEM > EXTENSIONS > AITOC IMPORT ORDERS

NOTE

If some of your orders did not import during the operation, you’ll be able to download the error log and find the reason.

Error Log

GDRP compliancy

To ensure GDPR compliancy to your customers, you need to have an option to state / delete their personal data upon request. The current module allows you to export and import your orders which contain the following data about your customers:

Customer’s name
Customer’s phone
Customer’s billing address
Customer’s shipping address

The website admin sets the path in the Export profile where this data is stored.