How to Export WooCommerce Customer Data
Have you ever wanted to be able to create a custom export of your WooCommerce customer data? Maybe there is only a certain type of customer information that you want to export or you want to export only a section of your customer list. In this article, we are going to show you how to create custom WooCommerce exports of your customer data (in a CSV format) with the help of the Users Insights custom export feature.
The custom export functionality of Users Insights gives you the option to export WooCommerce customers from already segmented list. You also have the option to choose the fields that are going to be included in the exported file.
Please note that in order to use the Users Insights export feature, your customers have to be registered WordPress users.
How to export WooCommerce customer list
There are two ways to export your WooCommerce customers. The first is to export WooCommerce customers without a plugin. For this you will need use the default WordPress export tool or WooCommerce export feature. The default WordPress tool will export your data in xml format that does not only contain WordPress user data bit it will contain all the data in one big file. This is type of export used to import and export data between two WordPress sites. This export WordPress feature is created mainly to migrate customer data from one WordPress website to another and does not provide any type of customisation. The downside to this method is the limitation on the ability do do any kind of customisations . To export WooCommerce users that are not guest customer using the WordPress export tool, go to the WordPress dashboard Tools > Export and select from the list of export options. This will generate a XML file of your user data which you can then download and save.
The second option is to use a dedicated WooCommerce export plugin. In this tutorial we are going to focus on the second option.
Why create a custom customer export
In most cases, the reason why you need to create an export of your customer data is so that you can import this data into another system. Every software has its own requirements of what type and format the data needs to be. Therefore, exporting all the data for all the customers is usually not very practical. For example, if the reason you are exporting WooCommerce customer data from your WooCommerce store is so that you can import it into an email campaign software, like MailChimp or Campaign Monitor, the data that you need is very specific. This is usually your customer name and email information. For some system you might also need to export the customer ordered product data so you can generate WooCommerce reports of how your WooCommerce shop is performing. This is why you need a way to export a range of data that has only the customer information that you need for the specific purpose.
In most cases, the reason why you need to create an export of your customer data is so that you can import this data into another system.
If you want more control over the exported data, or if you need to export customers from multiple WooCommerce stores, then you will need to use a dedicated export plugin like Users Insights. With this plugin you can select which customer fields you want to export, and you can also filter the exported data by order status, date range, etc.
The custom export feature of Users Insights is bundled with the plugin. When you open the Users Insights user list page, you will notice an export button on the right side of the table. If you click on the export button, the plugin will export the user list with the same settings that are currently applied to the user table, including visible fields, sorting order and filters.
How to export all WooCommerce customer data
First lets see how to export all customer info woocommerce at once. If you click on the export button from the menu, a prompt dialog will show up and ask you if you are sure that you want to export all the WooCommerce customer data and information. If this is what you want, you can go ahead and confirm your export. This will start the generation and download the WooCommerce customer list and all of the customer data included in the export file in a CSV format on your computer:
Once the CSV file is generated and downloaded to your computer, you can open it. The file will look like this:
Customizing the customer information and fields to be included
As you can see from the downloaded file, the fields in the exported file are exactly the same as the fields in the Users Insights table. Users Insights will export only the fields that are shown in your customer list. So, if there are some fields that you want to be included in the export, you have to make them visible on the Users Insights table before you do the export. You can show and hide fields on the table from the “Eye” menu.
From this section you can also change the order in which the columns will be exported, just by dragging and dropping them to the different positions.
Creating custom WooCommerce customer exports
Customizing the sorting order of the export file
You might have also noticed that the data in the exported file is in the same sorting order as in our Users Insights table. If you want the exported file to be sorted by a specific column, just make sure that your Users Insights list is sorted in the same way before you do the export. You can change the sorting order of the customer list by clicking on the title of the column that you would like to sort by.
How to export custom customer list from WooCommerce
If you want to export only specific customers from your customer list, you can do this by combining the Users Insights smart filters with the export functionality. All you need to do is apply any filter to the user table and then click on the export button while the filter is applied. Users Insights will export only the customers who are listed on the Users Insights table. Let’s say, that you want to export all the customers who haven’t been online in the last 60 days, are from the United States and have a lifetime value larger than $100. You can easily do this by simply combining the filter “Last seen is less than 60 days” with a second filter “County is the United States” and finally adding a “Lifetime value is bigger than” filter:
Now if we want to export our customer list in CSV file we can just press the export button and we will get a CSV export file with only these customers:
Creating a custom export of WooCommerce customer email addresses
Sometimes you might need to simply export the email list of your WooCommerce customers. This could be because you want to import WordPress users into a mailing software like MailChimp or Campaign Monitor or you may just need a list with the most basic information about your customers.
In our example, we are going to export only the repeat buyers. We’ll also hide all columns except the user’s name and email. Let’s filter our results and have a WooCommerce export of our customer emails:
How to export WooCommerce custom fields and custom meta
In addition to simple exports, you may want to add other custom fields to your CSV export. These custom fields may be stored by other plugins like user registration plugins or custom fields that you’ve created yourself. For example, you may even use WooCommerce custom fields in your CSV export. Fields such as the billing address or shipping address.
In order to add these custom fields to your CSV export, you need to map them into Users Insights. To make it easier you may want to use the Extended WooCommerce Customer Management for Users Insights plugin. This plugin allows you easily map custom fields and custom meta data by choosing one of the keys you already have in your WordPress database. In this way you don’t have to add them manually. So you just need to go to Users Insights > Custom Fields and add the fields you want, for instance, the shipping address.
Please note that this will work only with registered customers and not guest customers. Now we have this field in our columns, we can easily add this extra meta data in your WooCommerce users export. In order to do that, just make sure you have this WooCommerce column visible in the table. In our case, we’ll use the shipping data from WooCommerce (country and city).
You could use the same process to create a different WooCommerce CSV export for other custom fields. We have a more detailed tutorial on how to export WooCommerce customers addresses if you want to get a more detailed explanation.
How to export WooCommerce customers by orders and products data
Having the ability for filter our customers by their order data opens the possibility to create custom exports of our WooCommerce customers based on their purchase data. This includes order data like: number of orders, first order data, last order data, lifetime value, products in wishlist etc. Here is a table of all the WooCommerce order data that can be included in the export file:
WooCommerce export | WooCommerce Subscriptions export | WooCommerce Memberships export |
---|---|---|
Number of orders | Number of subscriptions | Number of memberships |
Number of successful orders | Subscription statuses | Member since |
First order | Next payment date | Membership statuses |
Last order date | Active memberships | |
Lifetime Value | ||
Number of reviews | ||
Number of products in wishlist |
For example we can export customers who have ordered specific WooCommerce products and use this data in our targeted email campaign. Or we can do the opposite and export customers who have WooCommerce orders without specific product and recommend a related product (and maybe send them a discount coupon). Let’s see an example of all customers who have made and order with a specific product:
But now let’s say we have a very related product to the ordered product and that we think that it will be a create product recommendation for these customers. We can create another filter that will show us all the customers who have purchased specific product but not the other:
You can export WooCommerce order data if you have the specific order column visible in the table. As we can see the ability to export WooCommerce orders data and export WooCommerce product data opens a lot of options and flexibility in how you can create your custom exports.
Export WooCommerce subscriptions and WooCommerce Memberships data
Since Users Insights comes with out of the box integration for WooCommerce subscriptions and WooCommerce Memberships extensions you can export the data from these WooCommerce plugins as well. For example you can export WooCommerce subscription data like plan subscription status, next payment date or number of active subscriptions. Here is an example of how you can easily export WooCommerce subscribers of a specific subscription product only:
For the Membership extension you can export data like: Number of memberships active, member since date, memberships status etc. And since all the data is in one place you can easily export subscription data in combination with data from different plugins and custom fields.
How to export and import WooCommerce customers into CSV, Excel and Google Sheets
All the exports that you create with Users Insights are created in CSV file. This provides a huge flexibility and portability of the exported WooCommerce data. CSV files are a lot like excel files or spreadsheet files but with a lot of more cross platform support. Since CSV files are standard and supported by most platforms and tools, you can easily open the export file with Microsoft Excel software or Google Sheets and Google Docs.
Additionally having the data in CSV format allows you to import customers into other platforms and tools like marketing software tools or even migrating your WooCommerce users to a completely different ecommerce store.
With the Users Insights filters, you have almost unlimited options to segment your customer list. For example, you can easily export only the customers who have purchased a certain product or you can export the list of customers with the biggest number of orders or export WooCommerce users and customers to CSV based on order status etc. You can also take advantage of the custom segments feature and auto export customers in CSV by having the filters saved as a segment.
Here is a short video showing how you can use the custom exports feature of Users Insights to create your own WooCommerce customer exports that contains only the information that you need:
As you can see, the custom export functionality of the Users Insights plugin in a combination with the rest of the plugin features and modules, can be a powerful tool for creating custom exports of your WooCommerce customer data. We hope that this article was useful and that now you can create your own custom WooCommerce customer exports.