Exporting sales orders to CSV

Exporting sales orders to CSV

Exporting sales orders to CSV

Overview

Export your orders from Expandly into a CSV file.

Video

Steps

Before exporting sales orders to CSV, ensure all sales orders are up-to-date - this happens automatically every 15 minutes or alternatively click Manual Import (top right) Expandly_-_Manual_import.png on the Manage Sales Orders page

1. Click Sales Orders (left menu) and then Manage Sales Orders

Expandly_-_Manage_sales_orders.png

2. Select the sales order(s) you want to export by using the filters (top left) and selecting the order(s) by ticking the box (left side)

3. Click the Bulk Actions icon (top centre) and then select Export Orders to CSV

4. Select the template you want to download to and then click Export Orders

Next Steps

Now you've downloaded your orders from Expandly into CSV, you might want to:

Manage sales orders in Expandly

Print shipping labels from Expandly

Manage reports in Expandly

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact us

Marking an order as cancelled

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