Exports

Help with exporting order details.

Export Formats Available

The exports listed allow you to export order data, question data, or order and product data together. Below you'll find a short description of each option with details on how to run each export. When…
Updated 5 years ago by Cristina Mihalik

How to Export Orders

Exporting the data is a key part of collecting backer pledge and order information using our software. When you are ready to extract the pledge data you'll find several options to meet your needs. Be…
Updated 5 years ago by Cristina Mihalik

How to Access Previous Exports

If you've locked orders during a recent export, you can retrieve the export following the steps below. How to retrieve a previously locked export: 1) Click "Orders". Found on the left menu 2) Click "…
Updated 5 years ago by Cristina Mihalik

New Export Column: Order Number Export

If you've run an export with us in the past, you've likely noticed an extra set of numbers at the end of the Order Number. We've made changes to remove that last set of extra numbers at the end. Ther…
Updated 4 years ago by Cristina Mihalik

How to Access your Transaction Reports

Transaction reports allow you to view a breakdown of the transactions related to each order. The reports are available by order, order and date, or order and provider to provide the transaction detai…
Updated 5 years ago by Cristina Mihalik

How to Print Invoices

An invoice is a document that displays the order details including products and cost. Invoices can be used during fulfillment to include in each shipment for taxes, customs, and duties. Retailers may…
Updated 2 years ago by Cristina Mihalik

How to Print Picklists

A picklist is a document that displays the product SKUs that should be included in each order. This is most useful during fulfillment when working with multiple SKUs. You can easily export a picklist…
Updated 5 years ago by Cristina Mihalik
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