Exporting Shopify orders by state and date is a valuable process for store owners who need to organize and analyze their order data by specific criteria. Shopify’s default features allow exporting orders in CSV format, which can be sorted by date, state, or other attributes. This guide will walk you through the process of manually exporting Shopify orders by state and date, along with introducing tools to automate and refine the process for a more streamlined experience.

Why Export Shopify Orders by State and Date?

Exporting Shopify orders by state and date allows store owners to:

• Track regional sales performance: Analyze which states contribute the most to sales during specific periods.
• Manage tax and compliance data: Sort orders by state to simplify tax reporting or compliance.
• Improve targeted marketing: Understanding where your customers are located can help you tailor your marketing campaigns to specific regions.
• Simplify fulfillment processes: Grouping orders by state can make shipping and logistics more efficient.

How to Export Shopify Orders Manually

Step 1: Sorting and Filtering Orders by Date

Shopify allows you to easily filter your orders by date range to narrow down the specific timeframe for which you want to export data.

1. Log into your Shopify Admin Panel.
2. Navigate to Orders in the left-hand menu.
3. On the Orders page, use the filters available. You can filter by date by selecting the specific timeframe from the dropdown or using a custom date range.

Step 2: Filtering by State

While Shopify doesn’t offer a direct filter by state in the default order export interface, you can filter this manually in the exported CSV file.

1. Under the Filters menu, click on More Filters.
2. Sort by criteria like shipping address or billing address, which will include state and province information.
3. You can also export all orders and later use spreadsheet software like Excel or Google Sheets to filter by state within the CSV file.

Step 3: Export Orders

1. Once you have applied the necessary filters, click the Export button at the top-right corner of the Orders page.
2. A pop-up window will appear with export options:
   • Export as CSV or for Excel.
   • Choose between exporting all orders, the current page of orders, or orders by date.
3. Select the appropriate options, then click Export Orders.

For larger datasets (over 50 orders), Shopify will email the CSV file to the store owner, while smaller datasets are directly downloaded.

Step 4: Sorting Data in a Spreadsheet

After downloading the CSV file, open it in a spreadsheet tool like Excel or Google Sheets:

1. Use the spreadsheet’s sorting and filtering tools to organize the data by Billing Province or Shipping Province (state).
2. Filter by Date to display only orders within the desired date range.
3. You can now analyze, share, or export the filtered data based on state and date criteria.

Automating Shopify Orders Export

Using Putler to Export Orders by State and Date

Putler is a third-party tool that automates and enhances Shopify order exports by offering advanced filtering options like state and date. Here’s how you can use it:

1. Log into Putler and connect your Shopify store.
2. In Putler’s dashboard, navigate to the Orders section.
3. Use the Filter by State option to display orders from specific states.
4. Similarly, apply date filters to narrow down orders within a specific time frame.
5. Export the filtered data in CSV or Excel format with the click of a button.

Exporting Automatically with Firebear Import & Export Tool

For those who need regular exports, Firebear Import & Export Tool offers a scheduled export feature that automatically exports Shopify orders on a daily, weekly, or monthly basis. Here’s how to set it up:

1. Install the Firebear Import & Export Tool from the Shopify App Store.
2. Create a new export profile by choosing Orders as the entity.
3. Enable the On Schedule toggle and set the export frequency (hourly, daily, weekly).
4. Apply filters to export orders by date and state.
5. Choose a destination (FTP, Google Drive, etc.) for your exported files.

This automated solution is ideal for businesses that handle a large volume of orders and need ongoing updates for inventory management, tax reporting, or fulfillment.

Additional Tools for Exporting Shopify Orders

CSV Order Export

The CSV Order Export app offers more flexible export features compared to Shopify’s default options. It allows you to:

• Export orders by state, province, country, or zip code.
• Use detailed filters for exporting by payment status, fulfillment status, or shipping method.
• Automate exports with scheduled exports, ensuring you receive data when needed.

Exportify

Exportify is another useful app that allows custom exports tailored to your specific needs. You can configure your CSV exports to include:

• Orders filtered by state, city, or zip code.
• Orders filtered by a custom date range.
• Additional customer or product details beyond what Shopify’s default export includes.

Conclusion

Exporting Shopify orders by state and date can provide valuable insights into your business and simplify operations. Shopify’s built-in features are straightforward for basic exports, but leveraging third-party tools like Putler, Firebear Import & Export Tool, or Exportify can help automate and refine the process, making it easier to manage high volumes of data and tailor exports to your specific needs.

‍