Processing a Data Export (Orders Page)

This document provides an overview of how to run a data export from the "Orders" or "Shipments" page in DesktopShipper.

What is a Data Export?

A Data Export is the extraction of order data compiled into a CVS document for reviewing and storing order details.

Why are Data Exports Useful?

Data exports are helpful for account reconciliation, and for backing up order information as needed.

Processing a Data Export

• On the Orders page, select the orders to export data for using the small white checkbox(s). 

• Click the "Export" button in the upper left-hand corner. 

• Uncheck "All" and toggle to the right to enable the desired data fields to be viewed on the export, or leave all fields enabled.

• When all desired fields are enabled, scroll down and click "Export Orders".

This will produce a CSV file that can be formatted from scientific notation. 

Formatting a CSV Export File

• Open a blank Excel workbook. 
• Across the top, select the "Data" tab. 

• In the upper left-hand corner, click "Get Data" > "From File" > "From Text/CSV".

If "From/Text CSV" is automatically displayed in the corner, you may click this instead.

• In the upload window, select the Data Export file that was just downloaded. 
• A pop-up window to import the file will appear. In this window, change the settings if needed. Delimiter should be set to "Comma", and Data Type Detection should be set to "Do Not Detect Data Types".

• When finished, click "Load" in the lower right-hand corner of the window.

This will produce an organized and easily legible CSV Data Export.