How To Export Shopify Orders By State And Date

Many Shopify merchants overlook the value of filtering order data by state and date, but mastering this export process can be a game changer for tax reporting and compliance.

With this setup, you’ll gain quick access to location-based and date-specific sales data, making tax season far less of a hassle and streamlining your accounting workflow.

In this tutorial, we’ll guide you through setting up custom workflow automation for your Shopify store using MESA to accomplish just that. Our step-by-step guide will also show you how to export Shopify data filtered by state and date, ensuring a smooth process from start to finish.

Automate order exports—no coding needed. Get MESA from the Shopify App Store and save time managing your Shopify orders.

Step-by-step guide to export orders by state and date

Shopify’s native order export features, while useful, don’t include the option to filter orders by state. This is where MESA’s workflow automation comes in, letting you create a custom solution for location-specific exports. With MESA, you can easily organize order data by state, date, or other criteria—keeping everything streamlined and accessible.

Getting started:

Rest assured, once the workflow is turned “On”, all new orders will automatically sync to your Google Sheets spreadsheet.

Need historical data, like year-to-date or past years’ orders? MESA’s Time Travel feature lets you pull in previous order data with ease.

Related:

How To Backfill Important Data – Time Travel with MESA

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Export order data to CSV file

Now that your Shopify orders are in Google Sheets, you can export files in other formats—such as a CSV file or even Microsoft Excel sheet—it’s simple. Just click “File,” select “Download,” and choose your preferred format.

Other workflow templates to export Shopify orders

Alongside our custom workflow for exporting orders by state and date, we’ve crafted a wide range of workflow templates to make order exporting simple and seamless—all powered by MESA’s robust capabilities.

Here’s a list to get you started:

Send Shopify Orders to Google Sheets

Designed for merchants who need an organized, up-to-date spreadsheet of order data filtered by each product in the order, this template exports order data in a more granular detail. Real-time updates simplify sharing and reporting, keeping essential sales data readily accessible—a must-have for any Shopify merchant.

Schedule a Daily Export of Orders Into Google Sheets

This template provides scheduled updates of Shopify order data to new spreadsheets in Google Sheets. It leverages a database of order data that can be merged with other external sources like fulfillment updates, product reviews or anything you deem valuable. This is great when external resources need to act on order data in more manageable way.

Export Order and Fulfillment Details of Delivered Orders Into Google Sheets

Looking to track delivery efficiency and timelines by location and date? This template provides a clear view of fulfilled orders, delivering insights into delivery performance to help improve service quality and maintain customer satisfaction.

Create an Order Fulfillment From a New Row in Google Sheets

This template saves time by automating complex fulfillment workflows, especially for merchants handling orders that meet specific location or date-based conditions. It’s ideal for reducing manual steps and streamlining the fulfillment process.

Conclusion

Efficient order management is key as your Shopify store grows—and that’s where MESA comes in.

MESA’s workflow automation makes exporting orders by state and date seamless, delivering precise insights into sales and fulfillment. Say goodbye to manual data entry with customizable workflows that free up your time to focus on growth.