Adaptive AI Knowledge Base
Commerce & Payments
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product performance tracking.
Overview
The Orders CSV Export feature allows you to download detailed order records from your Payments → Orders dashboard.
You can export:
- All Orders, or
- Only Orders that match filters/search selection
Exports are sent via email as a secure download link.
How to Export Orders
- 1Go to Payments → Orders
- 2(Optional) Apply filters such as:
- 3Click Download
- 4Check your email for the download link
Security Reminder: The export link expires after 7 days. If expired, simply start a new export.
Understanding the CSV Format
Orders may include multiple:
- Products
- Taxes
Therefore, a single order can spread across multiple rows in the file.
Data Consistency Guarantees (Exports Upgrade)
Column Reference Guide (with examples)
Column Name | Description | Example
Internal order id | Adaptive AI internal identifier for the order | 69369a9968f735180bfeb6ed
Location id | Sub-account identifier | NyGCsdhgRZ8Ffa8Ssagfhd
Customer id | ID of the customer who placed the order | jbtyjkzMjvd8cLi9HUC
Customer name | Customer display name | Jordan Lane
Customer email | Email collected via checkout | jordan@example.com
Customer phone | Phone collected via checkout | +44 7700 900111
Payment method | Method collected during checkout; blank if unpaid order | Credit Card, Cash, Instant Transfer
Sub total | Total value of items before discount & exclusive taxes | 120.00
Discount | Discounts applied to the order | -20.00
Coupon code | Code used at checkout (if any) | SPRING20
Status | Order's Payment status | Completed, Pending
Live mode | Confirms Test vs Live environment | Yes, No
Total products | Total number of products in the order | 3
One-time products | Number of one-time products in order | 2
Recurring products | Number of subscription products in order | 1
Source type | Entry point where order was created | Store Checkout, Form, Funnel
Source id | Internal ID of the source | afalfgn4ag12neogho
Source name | Display name of the source | Gift Card Store
Order date | Date the order was finalized | Dec 10, 2025
Order time | Time the order was finalized | 10:45 AM
Timezone | Timezone of the order record | America/Chicago
Line item name | Product name | Premium Coaching Plan
Line item quantity | Quantity purchased of this product | 1
Line item discount | Discount allocated to this line | 20.00
Line item subtotal | Subtotal for the product line | 80.00
Line item product id | System identifier for product | prod_52ZS
Tax name | Tax type applied | Sales Tax
Tax amount | Amount of tax for this line | 5.60
City | City | Austin
State | State/Region | TX
Country | Country | US
Postal code | Zip or postal code | 73301
How Multi-Row Orders Work (Important)
Example 1: A single order with:
- 3 products
- 2 taxes - both exclusive
The CSV could generate a total of 6 rows:
- 2 rows for each products
- 6 rows for taxes, where tax amount against each tax name for each product is a new row → All share the same Order id
Example 2: A single order with:
- 3 products
- 2 taxes - both exclusive on product 1, both inclusive on product 2 and no tax on product 3.
The CSV could generate a total of 5 rows:
- 2 rows for 2 products and 1 row for the 3rd product
FAQs
- 1Why am I seeing multiple rows for the same order? Because each product and product tax requires a separate accounting line for accurate reporting.
- 2Why is Payment Method empty on some orders? Orders only show a payment method if a transaction occurred.
- 3Will unpaid or abandoned orders be included? Yes — unless filtered out.
- 4Can I re-export past orders? Yes — exports are always generated fresh.
- 5Who can download order exports? Users with permissions to: ✔ View Orders ✔ Export Orders