Export Orders in Conditional Checkout Fields for WooCommerce
For years our plugin has been a powerful tool to help store owners collect additional information on the checkout page from their customers. Many store owners are using our plugin for event registrations, class or workshop signups, along with dozens of other uses.
One of the things that has been missing from the plugin, which would help all of these store owners, is a way to export orders based on the conditional fields that are filled out.
New in version 3.6 of Conditional Woo Checkout Field Pro is an export feature that ties up this loose end!
How to Export Orders
Exporting orders is a breeze. Visit the WooCommerce > Conditional Fields page, and click the Export Orders tab.
Select the start and end dates that the orders you’re looking for fall between, and place a check in the box next to each conditional field you want to be included in the export.
Click the Export button, and you’ll be prompted to save the CSV export file somewhere on your computer. You can then open the file with a spreadsheet program like Microsoft Excel, Numbers, Google Sheets, OpenOffice Calc, or even a plain text editor.
Opening the file in a spreadsheet program can allow you to sort the orders, remove unnecessary fields, or format the sheet easily.
More information on how to export orders is in our documentation.
Use Cases
If you are running an event and collecting registrations with WooCommerce, it would be really useful to be able to quickly export all of the orders that have certain fields completed.
Use case #1: Golf Tournament
For your golf tournament, you want to collect the names of each golfer in a foursome. One person may register for more than just themselves, so you should be able to collect the other golfer’s names at checkout.
- Create a text field titled Golfer Name.
- Set it to only display when the customer has the golf registration “product” in their cart.
- Set the field to repeat based on the quantity of the golf registration “product” in the customer’s cart.
- After orders are placed you can export.
- Go to WooCommerce > Conditional Fields > Export Tab
- Enter the start and end dates for the registration. If the tournament is run multiple years, you can just select the dates that registration was open for this year’s tournament.
- Place a check in the box next to Golfer Name
- Click Export
- Your export file will have all of the order information for each registration, including every golfer’s name.
Use case #2: Workshop Registration
For your workshop, you want to get each attendee’s name, and experience level.
- Create a text field titled Attendee Name.
- Set it to only display when the customer has the workshop registration “product” in their cart.
- Set the field to repeat based on the quantity of the workshop registration “product” in the customer’s cart.
- Create a select field titled Experience Level.
- Set it to only display when the customer has the workshop registration “product” in their cart.
- Set the field to repeat based on the quantity of the workshop registration “product” in the customer’s cart.
- Set the options to be Beginner, Intermediate, and Advanced.
- After orders are placed you can export.
- Go to WooCommerce > Conditional Fields > Export Tab
- Enter the start and end dates for the export. Your workshop registration may have only been open for a few weeks. Select the appropriate time period.
- Place a check in the box next to Attendee Name and Experience Level
- Click Export
- Your export file will have all of the order information for each workshop registration, including every attendee’s name and experience level.
Your Use Case
The uses of this feature are endless. How will you put it to use for you?