Import - Export Orders and Quotes

Export your orders and quotes to Excel for reporting, reconciliation, or sharing with your team, and import orders in bulk instead of creating them one by one. You can export both orders and quotes, but only orders can be imported.

To Get There: Sales > Orders /  Quotes    |    Manage > Import/Export > Orders & Quotes

Before You Begin

• You need Admin access to import-export orders and quotes. 
• Exports are available only on the WizOrder web portal, not on the mobile app.
• Only orders can be imported. Quotes can be exported but not imported.
• Before importing orders, export your existing orders first. The export serves as your backup.

A. Export Orders from the Orders Page 

Export all your orders at once, or use filters to export only the orders you need.

» Export all Orders

1. Go to Sales → Orders.
   
   
2. Click Export Excel.
3. Click Export to export all orders.
   
   
4. Select Yes or No to assign an order tag to the exported orders.
   
   
5. If Yes, choose the order tag from the dropdown and click Export.
   
   
6. Download the file from Notifications once it's ready.
   
   

» Export filtered Orders

1. Go to Sales → Orders.
2. Click Filter
   
   
3. Then click Add Filter and select the filter you want to apply. The filter options match the columns on the Orders page.
   
   
4. Set your filter and click Apply. For example, click Created On, select a date range, and click Apply to see orders from that period.
   
   
5. Click Export Excel, then click Export to export the filtered orders.
   
   

B. Export Quotes from the Quotes Page 

Export all your quotes at once, or use filters to export only the quotes you need.

» Export all Quotes

1. Go to Sales → Quotes.
   
   
2. Click Export.
3. Click Export to export all quotes.
   
   
4. Select Yes or No to assign an order tag to the exported orders. 
5. If Yes, choose the order tag from the dropdown and click Export.
   
   
6. Download the file from Notifications once it's ready.
   
   

» Export filtered Quotes

1. Go to Sales → Quotes.
2. Click Filter, then click Add Filter and select the filter you want to apply. The filter options match the columns on the Quotes page.
   
   
3. Set your filter and click Apply. For example, click Status, select Submitted, and click Apply to see the submitted quotes.
   
   
4. Click Export Excel, then click Export to export the filtered quotes.
   
   

C. Export Orders & Quotes via Import/Export

Use Import/Export to export your orders and quotes together. Both are included in a single sheet.

1. Go to Manage → Import/Export. 
   
   
2. Click the Orders & Quotes tile and click Export.
   
   
3. Select the range you want to export: Today, Last week, Last month, All time, or Custom.
   
   
4. Select Yes or No to assign an order tag to the exported orders. 
5. If Yes, choose the order tag from the dropdown and click Export.
   
   
6. Download the file from Notifications (the bell icon at the top right) once it's ready. 
   
   

» Understand Your Export File

The exported Excel file has three sheets. Each one shows the same data in a different layout, so use whichever suits what you’re doing.

Key fields in the Order/Quote sheet:

• Document System ID: the internal ID WizCommerce uses to link records. Do not edit this field.
• Document ID: the order or quote number you see in WizOrder, for example WC_00498.
• Type: shows whether the row is an Order or a Quote.

D. Export vs Import Column Names

Some columns have slightly different names (attributes) in the export file and the import file, even though they hold the same information. Use the table below to match each export column to its import column before you prepare your Import file. This helps you put data in the right place and avoid import errors.

E. Import Orders via Import/Export

Import orders in bulk using an Excel file. First, download the import template. Then fill in your order details and import the file. Follow the steps below.

Step 1: Import the file

1. Go to Manage → Import/Export
2. Click the Orders & Quotes tile and click Import.
   
   
3. Download the Template to import Orders.
   
   

Step 2: Fill in the Details

1. Open the Excel file (Data Sheet).
   
   
2. Enter your order details.
3. Save the file as an Excel file (.xlsx).
   
   

Step 3: Import the file

1. Go back to Manage → Import/Export.
2. Click the Orders & Quotes tile and click Import.
   
   
3. Click Import and upload your saved file.
   
   
4. Upload the file and click Next.
   
   
5. Map columns, check for the errors, and click Submit.
   
   
6. Check Notifications for the import status. 
   
   

FAQs

1. Can I import quotes?

A. No. You can export both orders and quotes, but only orders can be imported.

2. Where do I find my exported file?

A. Once the export is ready, download it from Notifications (the bell icon at the top right).

3. Can I export only specific orders or quotes?

A. Yes. On the Orders or Quotes page, click Filter, add the filters you need, and click Apply. Then click Export Excel and click Export. Only the orders or quotes that match your filters are included.

4. Why are some column names different in the export and import files?

A. Some columns have slightly different names in each file even though they hold the same information. For example, Customer ID in the export is Customer System ID in the import, and Customer PO is Order PO Number. Use the export vs import column table in this article to match each column before you import, so you can avoid import errors.

5. Can I export orders or quotes from the WizOrder mobile app?

A. No. Exports are available only on the WizOrder web portal.