Exporting orders to CSV

The orders CSV export gives you a flat-file copy of every order matching your current filters — useful for board reports, custom reconciliation, or feeding a separate accounting tool. The export honors any filters and sorting applied to the orders list.

• Set the filters you want included (date range, status, event, rep).

• Decide whether to include cancelled and refunded orders or filter them out.

• Have a destination spreadsheet or BI tool ready.

1. Go to Sidebar > Orders.

2. Apply filters: date range, status (any of pending, committed, completed, cancelled, refunded, failed, refund_requested), event, sponsor, or rep.

3. Click Export in the header and choose Orders CSV.

4. Optionally choose columns to include — defaults cover all standard fields.

5. Click Generate export. A toast appears when the file is ready.

6. Download the file from the toast or from Settings > Exports.

• Order ID, status, payment method, total, currency.

• Sponsor business and primary contact.

• Line items with sponsorship name, event, quantity, price, and discounts.

• Created/updated/completed timestamps in ISO-8601.

• Assigned rep and any tags.

• Re-export weekly for a rolling backup outside Chamberly.

• For QuickBooks, use the dedicated QuickBooks export — it formats dates and account fields specifically for QB import.

• Save filter combos as views before exporting for repeatable reports.

Is there a row limit?
Exports above 25,000 rows generate asynchronously and email you when ready.

Can I schedule recurring exports?
Not directly today. Use an automation with a custom CSV email block as a workaround.

• Exporting invoices to QuickBooks

• Reading order activity history