This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product performance tracking.
Overview
The Orders CSV Export feature allows you to download detailed order records from your Payments → Orders dashboard.
You can export:
All Orders, or
Only Orders that match filters/search selection
Exports are sent via email as a secure download link.
TABLE OF CONTENTS
- How to Export Orders
- Understanding the CSV Format
- Column Reference Guide (with examples)
- How Multi-Row Orders Work (Important)
- FAQs
How to Export Orders
Go to Payments → Orders
(Optional) Apply filters such as:
Order status
Date range
Source type (Funnel, Payment Link, Store Checkout, etc.)
Product type (one-time vs recurring)
Click Download
Check your email for the download link
Security Reminder: The export link expires after 7 days.
If expired, simply start a new export.
Understanding the CSV Format
Orders may include multiple:
Products
Taxes
Therefore, a single order can spread across multiple rows in the file.
This helps display product-level pricing and tax clarity needed for bookkeeping and analytics.
Data Consistency Guarantees (Exports Upgrade)
- 0 appears only when the field applies and the value is truly zero.
- Blank appears only when the field does not apply (for example, a payment method on an unpaid order).
- Column ordering is consistent to support pivots, imports, and BI pipelines.
- Multi-row orders are expected when products and tax entries exist; use Internal order id when grouping totals.
Column Reference Guide (with examples)
| Column Name | Description | Example |
|---|---|---|
| Internal order id | SourCherry internal identifier for the order | 69369a9968f735180bfeb6ed |
| Location id | Sub-account identifier | NyGCsdhgRZ8Ffa8Ssagfhd |
| Customer id | ID of the customer who placed the order | jbtyjkzMjvd8cLi9HUC |
| Customer name | Customer display name | Jordan Lane |
| Customer email | Email collected via checkout | jordan@example.com |
| Customer phone | Phone collected via checkout | +44 7700 900111 |
| Payment method | Method collected during checkout; blank if unpaid order | Credit Card, Cash, Instant Transfer |
| Currency | Currency of product pricing | USD |
| Sub total | Total value of items before discount & exclusive taxes | 120.00 |
| Discount | Discounts applied to the order | -20.00 |
| Total tax amount (excluded in prices) | Tax added on top of subtotal | 8.40 |
| Total tax amount (included in prices) | Tax already part of item prices | 0.00 |
| Total amount | Total payable after discounts + taxes + misc charges | 108.40 |
| Coupon code | Code used at checkout (if any) | SPRING20 |
| Status | Order's Payment status | Completed, Pending |
| Live mode | Confirms Test vs Live environment | Yes, No |
| Total products | Total number of products in the order | 3 |
| One-time products | Number of one-time products in order | 2 |
| Recurring products | Number of subscription products in order | 1 |
| Source type | Entry point where order was created | Store Checkout, Form, Funnel |
| Source id | Internal ID of the source | afalfgn4ag12neogho |
| Source name | Display name of the source | Gift Card Store |
| Order date | Date the order was finalized | Dec 10, 2025 |
| Order time | Time the order was finalized | 10:45 AM |
| Timezone | Timezone of the order record | America/Chicago |
| Line item name | Product name | Premium Coaching Plan |
| Line item quantity | Quantity purchased of this product | 1 |
| Line item price | Price per unit of product | 100.00 |
| Line item discount | Discount allocated to this line | 20.00 |
| Line item subtotal | Subtotal for the product line | 80.00 |
| Line item product id | System identifier for product | prod_52ZS |
| Line item price id | Identifier for price or variant | price_00382 |
| Tax name | Tax type applied | Sales Tax |
| Tax amount | Amount of tax for this line | 5.60 |
| Address line 1 | Shipping/billing street (if captured) | 123 Main St |
| City | City | Austin |
| State | State/Region | TX |
| Country | Country | US |
| Postal code | Zip or postal code | 73301 |
| Processing charge name | Any miscellaneous charge name | Handling Fee |
| Processing charge amount | Value of misc charge | 2.80 |
How Multi-Row Orders Work (Important)
Example 1:
A single order with:
3 products
2 taxes - both exclusive
The CSV could generate a total of 6 rows:
2 rows for each products
6 rows for taxes, where tax amount against each tax name for each product is a new row
→ All share the same Order id
Example 2:
A single order with:
3 products
2 taxes - both exclusive on product 1, both inclusive on product 2 and no tax on product 3.
The CSV could generate a total of 5 rows:
2 rows for 2 products and 1 row for the 3rd product
4 rows for taxes i.e. first 2 taxes are in the format <Tax Name 1> and <Tax Name 2> and next 2 taxes are in the format <Tax Name 1 (Included in prices)> and <Tax Name 2 (Included in prices)>; 5th row doesn't have any values in the tax columns
→ All share the same Order id
FAQs
1. Why am I seeing multiple rows for the same order?
Because each product and product tax requires a separate accounting line for accurate reporting.
2. Why is Payment Method empty on some orders?
Orders only show a payment method if a transaction occurred.
3. Will unpaid or abandoned orders be included?
Yes — unless filtered out.
4. Can I check subscription billing details from this export?
This export shows order-level subscription presence (count), not subscription billing history.
Use Subscriptions CSV Export for that.
5. Can I re-export past orders?
Yes — exports are always generated fresh.
6. Who can download order exports?
Users with permissions to:
✔ View Orders
✔ Export Orders