Creating Exports

Overview

PrimeLink's export wizard makes it easy to export your WooCommerce data to CSV, XML, or XLSX formats. The export process consists of 3 simple steps:

1. Step 1: Select Export Type
2. Step 2: Field Mapping (choose which fields to export)
3. Step 3: Export Options (format, filters, scheduling, destination)

Getting Started

Accessing the Export Wizard

To create a new export:

1. Navigate to PrimeLink → Exports → New Export
2. You'll see a list of export types to choose from
3. Select the type of data you want to export

Supported Export Types

Step 1 is a simple welcome screen that confirms your export type selection. If you accessed the wizard directly from a specific export type link, this step will already be configured.

Click Next to proceed to Step 2.

Step 2 is where you select which fields to export. This is similar to the import mapping interface, but in reverse - you're selecting WooCommerce fields to include in your export file.

Field Selection

Fields are organized into collapsible sections:

Adding Fields to Export

To include a field in your export:

1. Find the field in the appropriate section
2. Click on the field or use the checkbox to select it
3. The field will be added to your export columns
4. You can reorder columns by dragging them

Custom Export Columns

You can create custom columns for your export:

1. Scroll to the Custom Columns section
2. Click Add Custom Column
3. Enter a column name/header
4. Map it to a WooCommerce field or use a custom value
5. The custom column will appear in your export

Row Filters

Filter which items to include in the export:

• Add conditions based on field values
• Example: Only export products with price > 100
• Example: Only export products in specific categories
• Supports multiple conditions with AND/OR logic

Live Preview

The preview panel shows how your export will look:

• Displays sample data based on your field selection
• Updates in real-time as you change mappings
• Shows column headers and sample rows
• Helps verify your export configuration

Templates

Save and load export configurations:

• Save your field mapping as a template for reuse
• Load saved templates to quickly apply configurations
• Templates are organized by export type

Click Next to proceed to Step 3.

Step 3 is where you configure all export settings: file format, filters, scheduling, destination, and more.

Export Format

Choose your export file format:

CSV Options

When CSV is selected, you can configure:

• Delimiter: Comma, semicolon, or tab
• Character Encoding: UTF-8, UTF-8 with BOM, or ISO-8859-1

Product Filters

Filter which products to export:

Advanced Options

Incremental Export

Export only items that have changed:

• Enable incremental export to skip unchanged items
• Uses date_modified to detect changes
• Set a date threshold (export items modified since this date)
• Option to skip unchanged items completely

Test Mode (Dry Run)

Test your export configuration without generating a file:

• Enable Test Mode to simulate the export
• Set test records limit (number of items to process)
• Click "Run Test Export" to see preview results
• Perfect for verifying configuration before full export

Notifications

Configure email notifications for this export:

• Override default notification settings
• Set custom notification email
• Customize email templates (finish and error)
• Option to attach export file to email

Scheduling

Set up automatic recurring exports:

Destination

Choose where to save your export file:

• Download: Download file directly to your computer
• Cloud Storage: Upload to Dropbox, Google Drive, OneDrive
• FTP/SFTP: Upload to remote server
• Email: Send file as email attachment

For detailed information about destinations, see Export Destinations.

Running the Export

Starting the Export

After completing all 3 steps:

1. Review your configuration
2. Click Run Export or Start Export
3. The export will begin processing
4. You can monitor progress in real-time

Export Progress

During export, you'll see:

• Current progress percentage
• Number of items processed
• Total items to export
• Status updates and logs

Export Completion

When the export completes:

• You'll see a completion message
• Download link will be available (if destination is download)
• Email notification will be sent (if configured)
• Export history will be saved

Downloading the File

To download your export file:

1. Click the Download button when export completes
2. Or go to PrimeLink → Exports to view all exports
3. Click on the export to access the download link

Best Practices

Next Steps