Why did I not receive the export email?

Check your spam folder. The export is sent to the recipient email address set when the export was requested or scheduled. Confirm the email address is correct and the export status shows Done.

What is the difference between Default and Zoho Books format?

Default CSV uses Socialone's column labels and is suitable for general analysis. Zoho Books format remaps columns to Zoho's required headers and date format so you can import the file directly into Zoho Books.

Can I export data for a single location only?

Yes. When creating an export request or schedule, set the Location filter to restrict the export to orders fulfilled from that location.

How do credit notes work in the Zoho Books export?

Credit notes are exported as a separate file from orders. Import the credit notes CSV into Zoho Books using their Credit Note Import flow after importing orders.

Data Exports

Socialone can export orders, invoices, payments, and credit notes to CSV for accounting, reporting, or Zoho Books integration. You can run an on-demand export for a custom date range or schedule automatic recurring exports to arrive by email.

Export Entities

Entity	What it contains
Orders	Order header fields (number, date, status, payment, channel) + line items (product, SKU, quantity, price)
Invoices	Issued invoices with GST breakdowns, HSN/SAC codes, and line items
Payments	Payment records per order with method, reference, WA Pay status, Razorpay order ID
Credit Notes	Credit notes linked to refunded or cancelled orders

Export Formats

Default: standard CSV with Socialone column labels. Each order spans multiple rows — one per line item. Use this for custom analysis in Excel or BI tools.
Zoho Books: remapped to Zoho's required column headers and date format (DD MMM YYYY). Payments are exported as Zoho Customer Payments with the fixed columns Zoho mandates. Import the file directly into Zoho Books.

Available Columns

When creating an export you pick which columns to include. Available groups:

Group	Example fields
Order fields	Order #, Order Date, Status, Payment Status, Sales Channel, Payment Method, Delivery Method, Subtotal, Discount, Tax, Shipping, Total, Currency, Notes, External Reference
Line item fields	Product Name, SKU/Retailer ID, Quantity, Actual Quantity, Unit, Unit Price, Line Total, Item Instructions
Invoice fields	Invoice #, Invoice Date, Status, Subtotal, Tax, Shipping, Discount, Total, GSTIN
Invoice line fields	Product Name, HSN/SAC, Quantity, Unit Price, Tax Rate %, Tax Amount, Line Total
Contact fields	Customer Email, Customer Phone, Billing Address
Contact custom fields	Any custom_fields keys set on Contact records in this org

Running an On-Demand Export

Go to Commerce → Exports and click New Export.
Select the entity (Orders, Invoices, Payments, or Credit Notes).
Choose format: Default or Zoho Books.
Pick a date range (From / To) and optionally filter by Location.
Select the columns to include. The list updates based on entity.
Enter the recipient email address.
Click Export. The export is queued and processed in the background. You will receive a CSV file by email once it is ready (usually within a few seconds to a couple of minutes depending on data volume).

Export Status

Queued: waiting in the export queue.
Processing: actively being built.
Done: file sent by email to the recipient.
Failed: an error occurred. The export list shows the error message. Try re-running the export.

Scheduled Exports

Schedule an export to run automatically and arrive by email on a recurring basis. Useful for accounting teams who pull data daily or weekly.

Go to Commerce → Exports → Schedules and click New Schedule.
Set entity, format, columns, and location filter — same options as an on-demand export.
Choose frequency: Daily, Weekly (pick day of week), or Monthly (pick day of month, 1–28).
Set the send time (UTC). The export will fire at that time on each scheduled occurrence.
Enter the recipient email and save.

Each scheduled run exports data from the period since the last run. A daily export covers yesterday's orders; a weekly export covers the past 7 days. You can pause or delete a schedule at any time.

Zoho Books Integration

The Zoho Books export format maps Socialone data to Zoho's import columns:

Orders → Zoho Invoices: Order # becomes Invoice Number, Order Date becomes Invoice Date, shipping becomes Shipping Charge, item instructions become Item Description.
Payments → Zoho Customer Payments: exported with Zoho's fixed required columns (Customer Name, Payment Date, Payment Mode, Amount, Invoice#, Reference#).
Credit Notes → Zoho Credit Notes: mapped to Credit Note Number, Credit Note Date, Customer Name, Amount, and linked Invoice#.

Import order and invoice exports first, then payments, then credit notes — Zoho requires the referenced invoice to exist before a payment can be matched to it.

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