This tool is designed to make life easy when exporting your customer sales orders from Woo Commerce to SAGE accounting software.
The exported data will be in a CSV file and formatted ready to be imported into your SAGE accounts software.
Not using SAGE? Please enquire about your accounts package…
What is an API?
This tool requires you to create an WooCommerce API connection in the setting of your WordPress admin panel.
An API is a safe way to connect to some website data from another website. When setting up your API in the WooCommerce admin area, please ensure to set the level to ‘read only’ to further secure your commerce data.
More information relating to the setup of your API can be found here: https://woocommerce.com/document/woocommerce-rest-api/
What is a CSV
A CSV is a file similar to a spreadsheet but saved in a text file. How
How does a CSV file create a table?
The CSV file has all the information on one page and uses spaces or commas to let your computer know when to move to the next field. The field is one of the boxes in your spreadsheet table.
What is SAGE?
Sage is a well established accounting software package used in the UK.
What happens when I import orders CSV to SAGE?
The CSV will import all the WooCommerce orders for the dates you define. This tool will not create a new customer in SAGE accounting and is designed to import all your website orders to one Sage customer record. You may choose to call your Sage customer by your website name. The details of this customer must be added to your cartflow setup.
This is the webpage for details relating to SAGE accounting and CSV imports
Before you start
This is an exert from the SAGE website:
Check the following
- Make sure you have already entered customers or suppliers.
- Ensure that the customer and supplier names in the CSV file use the same spelling as in Accounting.
- Use a separate CSV files for sales and purchases. So if you import both, you need two separate files.
- Make sure that the column headings and cell format in the CSV file match the template.