Analytics
Your data, in the format your accountant already uses.
Every dataset on WhatsMenu exports to CSV or Excel in one click — orders, customers, coupons, vendor / staff lists, financial summaries, plus every report under Reports. The catalog goes one step further: export your items, edit prices / stock / descriptions in Excel, and re-import to bulk-update the live catalog. No developer needed.
What it does
Two related capabilities. **Export** — download orders (every line item, customer, payment, fulfilment, plus any custom fields), customers, coupons, finances, the items catalog, vendor / staff lists, and any of the 24 reports. CSV for orders / customers / reports; .xlsx for the items export. UTF-8 encoded so Chinese / Malay / Arabic text renders correctly; column headers structured for direct import into Xero, QuickBooks, Wave, and most regional accounting tools (Bukku, MyInvois). **Items round-trip** — export the catalog, edit in a spreadsheet, re-import to update. The export gives you 14 editable fields per row plus a delete-action column; matching is by the **ID** column auto-filled by the export. Categories that don't exist are created automatically; rows with `Y` in the delete column remove the matching item.
Who it's for
Every merchant. New merchants use export monthly for accounting reconciliation. Mature merchants use it weekly for sales analysis and stock-take prep. Multi-staff operations hand off CSVs to bookkeepers without sharing dashboard logins. Catalog-heavy merchants (boutiques, grocers, electronics) live on the items round-trip — bulk price updates, seasonal additions, end-of-line cleanups, all done in Excel and reimported. Migrating from Shopify or WooCommerce? Use the dedicated Shopify Import and WooCommerce Import modules instead — those pull variants, inventory, images, and options across in one go (the CSV import path doesn't handle variants or extras).
How it works
- For a one-off export, open the section you need (Orders, Customers, Coupons, Reports, or Apps > Items > Actions > Export items), apply any filters (date range, status, category — varies by section), and click Export. CSV for orders / customers / reports; .xlsx for the items export.
- For an items round-trip, export the catalog first to get the file with the exact column headings WhatsMenu expects (also serves as a safety backup). Edit in Excel / Numbers / Google Sheets — change prices, restock quantities, rewrite descriptions, swap image URLs. Save as .xlsx, .xls, .csv, or .ods.
- Re-import via Apps > Items > Actions > Import from CSV. Items with an ID get updated, rows with blank ID create new items, rows with `Y` in the delete column are removed. Categories that don't exist are auto-created. WhatsMenu processes in the background — seconds for under 100 items, a few minutes for 500+. Plan item limit caps how many rows are processed.
When to use it
Use export monthly for accounting. Quarterly for tax filings. Whenever you do a stocktake. Before any major catalog change (export current state as a backup). For any "send me the data" request from a partner, accountant, or auditor. Use the items round-trip for any change touching more than 10 items at once — far faster than editing one by one.
Frequently asked questions
Which datasets can I export?
Orders (every line item, customer, payment method, fulfilment status, plus any custom fields), customers (name / email / phone / created date), coupons (name, code, type, value, active dates, usage limits, status), staff and vendor lists, financial summaries, and the full items catalog (.xlsx). Every report under Reports — Sales by Item, Top 20 lists, Peak Hours, Current Stock, Low Stock Alerts, etc. — has its own CSV Export button.
Which datasets can I round-trip — export, edit, re-import?
Today only the items catalog. The export gives you these 14 editable fields per row: Name, SKU, Category, Summary, Description, Image URL, Price, Strikethrough Price, Tax %, Available, Sort Sequence, Stock Tracking, Quantity, Gallery URLs — plus the matching ID column and a Delete-action column. **Variants and extras can't be imported via CSV** — add those through the item editor, or use the dedicated Shopify Import / WooCommerce Import modules which do bring variants across. Other datasets (orders, customers, coupons, finances) are export-only.
How does WhatsMenu match an imported row to an existing item?
By the **ID** column (auto-filled by the export). Leave ID blank to create a new item; include the ID from the export to update an existing one. SKU is just another data field — it isn't used for matching. Categories that don't exist in your catalog are created automatically. Drop `Y` in the Delete column to remove an item; items not in the file are untouched, so a partial file won't accidentally wipe the rest of your catalog.
Will import overwrite content I edited in WhatsMenu?
Yes for any column that has a value in the spreadsheet. To leave a field unchanged, clear the cell entirely in your edit (don't leave a stray space). Translatable fields (Name, Summary, Description) follow the same rule. Multi-language storefronts: imports apply to your current active language; switch language first, then import the file in that language. Rows with invalid data (e.g. non-numeric price) are skipped without breaking the rest of the file.
How do I bulk-edit without leaving the browser?
Apps > Items > Actions > Bulk update opens an editable table of every item right in the browser — change names, prices, availability, stock quantities, save once. Faster for quick same-day tweaks; the export / import flow is better when you want to work offline, do heavier edits, share with a buyer, or migrate from another platform.
How far back does the data go, and how is sensitive data handled?
All your historical data, from your first order onwards. Exports run on the live database — no archival cutoff. Large date ranges may take a few seconds; the file downloads when ready. Customer exports include names, phone, email, order amounts — treat the file like any customer database (store securely, share only with people who need it). For GDPR-style requests you can also export a single customer's full data on demand.
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Learn more →Your storefront, live today.
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