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Exporting fields on orders .csv from Custom Checkout Form (on specific products)

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Hi there, 

I tried exporting commerce orders and found that the resulting .csv was unfortunately missing the crucial fields that I've added in the Custom Checkout Form. This, however, is most likely due to the fact that these fields are in product specific checkout forms and not the global Custom Checkout Form. I was wondering if there was a way that I could still get these fields or if there was an alternative to needing to swap it over to the global form as this would introduce a few UX problems on our site that I'd like to avoid if possible.

 

Thanks!

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2 hours ago, Hektar said:

I tried exporting commerce orders and found that the resulting .csv was unfortunately missing the crucial fields that I've added in the Custom Checkout Form. This, however, is most likely due to the fact that these fields are in product specific checkout forms and not the global Custom Checkout Form.

I assume that you are referring to Custom Product Forms (not Checkout Forms). You can include the information from a Custom Product Form when exporting orders to a CSV file if you choose a specific product during the export process. If you choose all products, the form data is not exported.

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About: SQSP User for 17 yrs. Circle Leader since 2017. I value honesty, transparency, diversity and good design ♥.
Work: Founder of SF Digital, building Squarespace Extensions to supercharge your commerce website. 
Content: Links in my posts may refer to SF Digital products or may be affiliate links.
If my advice helped, you can thank me by clicking one of the feedback emojis below. I love coffee too.

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11 hours ago, paul2009 said:

I assume that you are referring to Custom Product Forms (not Checkout Forms). You can include the information from a Custom Product Form when exporting orders to a CSV file if you choose a specific product during the export process. If you choose all products, the form data is not exported.

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Hey Paul! Appreciate the response, I think I might be confusing myself with the wording! 

For context, there's a few service products on our website that require the customer to supply us with an Envelope Number that they have on a custom form prior to the product being added to the cart, then checked out. Under this setting specifically shown in the screenshots. I'm realizing now that this is a Product Form and not a checkout form as you mentioned-- I need to see these fields exported per order if that's possible, as I'd like to see a .csv with each envelope number in a column. Is this possible?

 

Thank you!
image.thumb.png.32eba0cbd851c082027c06eb835cd0a4.pngimage.thumb.png.47e558029ea066a5b13990c30c488fd5.png

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8 hours ago, Hektar said:

I'm realizing now that this is a Product Form and not a checkout form as you mentioned-- I need to see these fields exported per order if that's possible, as I'd like to see a .csv with each envelope number in a column. Is this possible?

Yes.  As I mentioned above, you must filter by the specific product at the start of the export process. 

  1. Select All products to download orders for all products.
  2. Select Specific Product and search for a product to download orders that include specific products.
  3. Check Include product form data to include custom product form submissions in the .csv.
  4. Click Download to export.

About: SQSP User for 17 yrs. Circle Leader since 2017. I value honesty, transparency, diversity and good design ♥.
Work: Founder of SF Digital, building Squarespace Extensions to supercharge your commerce website. 
Content: Links in my posts may refer to SF Digital products or may be affiliate links.
If my advice helped, you can thank me by clicking one of the feedback emojis below. I love coffee too.

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