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Create an Export

You start new exports under Accounting > Exports. Above the export list, you will find the Create New Export area.

StoreAccountant can start an export in two ways:

  • Quick Export: a one-time export with settings entered directly in the form.
  • saved export configuration: an export from a prepared template.

Every started export is saved as a record in the export list. Processing runs in the background. You can follow the status in the list and download the file after the export is completed.

Create a Quick Export

A quick export is useful for one-time reports or tests.

  1. Open Accounting > Exports.
  2. In the Create New Export area, choose Quick Export.
  3. Click Select or the corresponding start action.
  4. Enter a unique name in the Title field.
  5. In the Export Type field, choose whether to export orders, customers, or products.
  6. Click Continue.

[Screenshot: Quick export with title and export type]

In the second step, configure the details:

  1. Choose the filters for the export type.
  2. Choose the Export Format, for example CSV or JSON.
  3. Choose the Storage Location.
  4. Optionally enter a Download Password. If you leave the field empty, the current global download password is used.
  5. Check the Batch Size. If you are unsure, keep the default value 50.
  6. Click Start Quick Export.

[Screenshot: Quick export details]

You will then return to the export list. The new export appears with a status such as Queued, Processing, Completed, or Failed.

Filters in a Quick Export

The displayed filters depend on the selected export type.

For order exports, choose:

  • Order Date Field: defines whether the period is applied to created date, modified date, completed date, or paid date.
  • Month: allows This month, Last month, All time, or a concrete month.
  • Year: appears for concrete months.
  • Order Status: at least one status must be selected.

For customer exports, choose:

  • Month: period based on customer creation date.
  • Customer Country Field: billing country or shipping country.
  • Customer Countries: all countries, unassigned customers, or selected countries with existing customer orders.

For product exports, choose:

  • Month: This month, Last month, or All time.
  • Product Variants: either parent products only or variants as separate export rows.

Start an Export From a Configuration

Use this path when you want to generate the same export repeatedly with the same columns, filters, and security settings.

  1. Open Accounting > Exports.
  2. In the Create New Export area, choose a saved export configuration.
  3. Enter a unique name in the Title field for the new export.
  4. Start the export.

[Screenshot: Start export from saved configuration]

StoreAccountant takes export type, filters, export format, storage location, batch size, download password, and field mapping from the configuration. Dynamic periods such as This month or Last month are resolved and snapshotted when the export is started.

If no suitable template exists yet, create an Export Configuration first.