Export Orders To CSV

Copying orders out of Payment History by hand is slow, and your accountant wants a spreadsheet. Export Orders To CSV lets you export membership orders to CSV from Ultimate Membership Pro, filtered by status and date, and open the file in Excel, Numbers or Google Sheets.

Each row is one order, with the customer, the Membership, the amounts and the payment details.

Export membership orders to CSV, ready for your spreadsheet

• Filter by status. Export all orders, only completed ones, or only pending ones.
• Pick a date range. Set a start and an end date, or leave them empty to export every order of that status.
• Customer details. Email address, WordPress user ID, first name and last name for each order.
• Amounts with taxes. The price before taxes, the taxes, the total charged and the currency.
• Payment details. The order code, which is also the invoice number, plus the gateway, the coupon used and the transaction ID.
• In date order. Orders run from oldest to newest, each with its date and status.

How Export Orders To CSV works

1. Open Export Orders To CSV in Ultimate Membership Pro. It is switched on from the start.
2. Choose the order status and, if you like, a start and end date.
3. Click Run Export.
4. Click Download and open the file in your spreadsheet app.

Step-by-step setup is in the Export Orders To CSV guide.

When an order export saves time

• Monthly bookkeeping. Export one month of completed orders and send the file to your accountant.
• Pending payments. Export pending orders, such as bank transfers you haven’t confirmed yet, and work through the list.
• Your own reports. Filter the Membership or Customer Email columns in your spreadsheet to see sales by Membership or by customer.

For example, to send October’s paid orders to your accountant, choose Completed Orders with 01-10-2026 as the start date and 01-11-2026 as the end date. The file has one row per paid order, such as Pro Monthly at $19 and Annual Pass at $149.

Works well with

• Payment Reminder, to email members whose orders are still pending.
• Reset Invoice ID, to restart invoice numbering before launch.
• Invoices and taxes, the invoice codes and taxes your export lists.

Questions about Export Orders To CSV

Which plans include Export Orders To CSV?

Export Orders To CSV comes with the Full Package and Agency plans, together with all 46 Pro add-ons. The Pro plan doesn’t include Pro add-ons.

Which columns does the CSV file include?

ID, Code, Customer Email, Customer ID, First Name, Last Name, Membership, Membership ID, Amount, Taxes, Total Amount, Currency, Payment Method, Coupon, Transaction ID, Date and Status.

Can I export just one month?

Yes. Set the first day of the month as the start date and the first day of the next month as the end date. Orders are included up to, but not including, the end date.

Which apps open the file?

Values are separated by commas, so the file opens directly in Excel, Numbers or Google Sheets.

Where do I find the file?

After Run Export, a Download button appears next to it. Download the file straight away, because the next export replaces it.