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Orders Export and Import
User Manual for Magento
Aitoc
Aitoc
Table of Content
1. Enabling the extension in your Magento.
2. Managing profiles.
3. Configuring export output.
4. Order Export History and the Processor tab.
5. Configuring import.
6. Order Import History and the Processor tab.
Aitoc1. Enabling the extension in your Magento
In System > Manage Aitoc Modules, check
Orders Export and Import and click “Save
modules settings” on the top right.
Aitoc2. Managing profiles
You can use multiple profiles with different
settings.
“Loaded profile” shows you the profile you
can manage now.
The “Profile“ dropdown allows you to
select another profile.
“Load profile“ and “Delete profile“ buttons
apply the function to the item selected in
the “Profile“ dropdown.
The “Store View” dropdown enables you
to use export for selected stores.
System > Import/Export > Aitoc Order Export - Configuration
Aitoc2. Managing profiles
Click to save the current profile without
exporting. To add a new profile, add the
Profile name and click “Save”
System > Import/Export > Aitoc Order Export - Configuration
Aitoc3. Configuring export output
System > Import/Export > Aitoc Order Export - Configuration
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.
Order Export file will be placed on remote
FTP.
Please note that creating an export file
may take several minutes.
You’ll get an email with the export file
attached. You can edit email template
using default Magento means (System >
Transactional emails).
Please note that creating an export file
may take several minutes.
Aitoc3. Configuring export output
System > Import/Export > Aitoc Order Export - Configuration
The extension supports exporting in XML
format. XML file is a preferred type for
order migration between different
Magento versions.
XSL template allows you to create order
export files that can be imported into
third-party software.
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 new data
structure. The CSV file should be edited in
plain text editor.
Aitoc3. Configuring export output
System > Import/Export > Aitoc Order Export - Configuration
The automatic exporting can be started
upon different types of events.
You can select one of them if automatic
exporting is needed.
You can create filters by order status, order
number, customer ID, product ID or order
date.
Please note that you can create filters with
empty values.
Cron job will help you create a schedule for
order exporting.
"Export orders which were not exported
before" option works within the current
profile.
Aitoc3. Configuring export output
In these tabs you can select the data to
export from orders.
Order export contains invoices, shipments,
etc. You can skip some data if you don't
need it.
System > Import/Export > Aitoc Order Export - Order Entities
Aitoc4. Order Export History and the Processor tab
The History tab contains full detail of each
export that has been performed
(download the exported file to see a list of
exported orders).
Please note that the export process can
take up to several minutes due to a large
number of orders. You can control the
export progress and cancel it in
"Processor".
System > Import/Export > Aitoc Order Export - History
Aitoc5. Configuring import
System > Import/Export > Aitoc Order Import - Configuration
The extension checks data structure
before importing.
Use the "Store Views" dropdown to import
into a certain store.
Usually Magento installations have
different sets of customer IDs and product
IDs. The extension matches customers by
email address, and products by SKU.
The extension can create customer
accounts based on "Billing Information"
from their orders.
Import Behavior options:
1. Append Complex Data.
Import will be processed if orderID is not
present in the system.
2. Replace Existing Complex Data.
Import will be processed for each order. If
you import orders with OrderIDs that
already exist in the system, existing orders
will be replaced by imported ones.
3. Delete Entities.
All Orders which orderIDs listed in the
imported file will be deleted.
Aitoc5. Configuring import
System > Import/Export > Aitoc Order Import - Configuration
The extension supports import in XML.
XML file is a preferred type for order
migration between different Magento
versions.
You can find examples for custom order
import at the extension's page on
aitoc.com under "Docs & Help".
The extension supports order import in
CSV.
Please note that CSV files may have
various formats.
For example, you can open a file in
Microsoft Excel and then save it in another
format without any changes. As a result,
you get a file with new data structure.
The CSV file should be edited in plain text
editor (we recommend LibreOffice).
Aitoc6. Order Import History and the Processor tab
The History tab contains all import history
to control the import process. You can
check every import in full detail (see a list
of errors).
Please note that the import process can
take up to several minutes due to a large
number of orders. You can control the
import progress and cancel it in
"Processor".
System > Import/Export > Aitoc Order Import - History
Aitoc
Brought to you by
You can purchase Orders Export and Import at
www.aitoc.com/en/magentomods_orders_export_and_import.html
For questions please email at sales@aitoc.com

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Magento Orders Export and Import User Manual

  • 1. Orders Export and Import User Manual for Magento Aitoc
  • 2. Aitoc Table of Content 1. Enabling the extension in your Magento. 2. Managing profiles. 3. Configuring export output. 4. Order Export History and the Processor tab. 5. Configuring import. 6. Order Import History and the Processor tab.
  • 3. Aitoc1. Enabling the extension in your Magento In System > Manage Aitoc Modules, check Orders Export and Import and click “Save modules settings” on the top right.
  • 4. Aitoc2. Managing profiles You can use multiple profiles with different settings. “Loaded profile” shows you the profile you can manage now. The “Profile“ dropdown allows you to select another profile. “Load profile“ and “Delete profile“ buttons apply the function to the item selected in the “Profile“ dropdown. The “Store View” dropdown enables you to use export for selected stores. System > Import/Export > Aitoc Order Export - Configuration
  • 5. Aitoc2. Managing profiles Click to save the current profile without exporting. To add a new profile, add the Profile name and click “Save” System > Import/Export > Aitoc Order Export - Configuration
  • 6. Aitoc3. Configuring export output System > Import/Export > Aitoc Order Export - Configuration 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. Order Export file will be placed on remote FTP. Please note that creating an export file may take several minutes. You’ll get an email with the export file attached. You can edit email template using default Magento means (System > Transactional emails). Please note that creating an export file may take several minutes.
  • 7. Aitoc3. Configuring export output System > Import/Export > Aitoc Order Export - Configuration The extension supports exporting in XML format. XML file is a preferred type for order migration between different Magento versions. XSL template allows you to create order export files that can be imported into third-party software. 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 new data structure. The CSV file should be edited in plain text editor.
  • 8. Aitoc3. Configuring export output System > Import/Export > Aitoc Order Export - Configuration The automatic exporting can be started upon different types of events. You can select one of them if automatic exporting is needed. You can create filters by order status, order number, customer ID, product ID or order date. Please note that you can create filters with empty values. Cron job will help you create a schedule for order exporting. "Export orders which were not exported before" option works within the current profile.
  • 9. Aitoc3. Configuring export output In these tabs you can select the data to export from orders. Order export contains invoices, shipments, etc. You can skip some data if you don't need it. System > Import/Export > Aitoc Order Export - Order Entities
  • 10. Aitoc4. Order Export History and the Processor tab The History tab contains full detail of each export that has been performed (download the exported file to see a list of exported orders). Please note that the export process can take up to several minutes due to a large number of orders. You can control the export progress and cancel it in "Processor". System > Import/Export > Aitoc Order Export - History
  • 11. Aitoc5. Configuring import System > Import/Export > Aitoc Order Import - Configuration The extension checks data structure before importing. Use the "Store Views" dropdown to import into a certain store. Usually Magento installations have different sets of customer IDs and product IDs. The extension matches customers by email address, and products by SKU. The extension can create customer accounts based on "Billing Information" from their orders. Import Behavior options: 1. Append Complex Data. Import will be processed if orderID is not present in the system. 2. Replace Existing Complex Data. Import will be processed for each order. If you import orders with OrderIDs that already exist in the system, existing orders will be replaced by imported ones. 3. Delete Entities. All Orders which orderIDs listed in the imported file will be deleted.
  • 12. Aitoc5. Configuring import System > Import/Export > Aitoc Order Import - Configuration The extension supports import in XML. XML file is a preferred type for order migration between different Magento versions. You can find examples for custom order import at the extension's page on aitoc.com under "Docs & Help". The extension supports order import in CSV. Please note that CSV files may have various formats. For example, you can open a file in Microsoft Excel and then save it in another format without any changes. As a result, you get a file with new data structure. The CSV file should be edited in plain text editor (we recommend LibreOffice).
  • 13. Aitoc6. Order Import History and the Processor tab The History tab contains all import history to control the import process. You can check every import in full detail (see a list of errors). Please note that the import process can take up to several minutes due to a large number of orders. You can control the import progress and cancel it in "Processor". System > Import/Export > Aitoc Order Import - History
  • 14. Aitoc Brought to you by You can purchase Orders Export and Import at www.aitoc.com/en/magentomods_orders_export_and_import.html For questions please email at sales@aitoc.com