Exporting Order Transactions
The Order Transactions export gets the individual payment events on your orders — authorizations, captures, sales, refunds, and voids — out of Shopify as a CSV or Excel file, with amounts, fees, and net figures. It spans all your connected stores at once, so you can reconcile payments across every shop, or narrow it to one. For the builder itself — column picker, formats, destinations, schedules — see the exporting overview.
Each transaction is a single row — there's no line-item expansion, so the row count matches the number of transactions exactly.
What you can export
In Simple mode you pick from a curated list of transaction fields. These are the key ones:
| Field | What it is |
|---|---|
| Order | The order name the transaction belongs to, e.g. #1001. |
| Kind | The transaction kind — authorization, capture, sale, refund, or void. |
| Status | The transaction status — success, pending, or failure. |
| Gateway | The payment gateway that processed the transaction. |
| Formatted Gateway | The human-readable gateway name. |
| Payment ID | The gateway payment session identifier. |
| Amount | The transaction amount, in the store currency. |
| Fee | The processing fee on the transaction. |
| Net | The net amount after fees. |
| Test | Whether it's a test transaction. |
| Authorization Code | The code the payment provider returned. |
| Settlement Currency | The settlement currency (ISO 4217). |
| Processed At / Created At | When the transaction was processed and recorded. |
| Store | Which connected store the transaction belongs to. |
Order Transactions have no metafields or timeline events, so the tree is deliberately flat — Basic columns plus Store. Template (Advanced) mode lets you rename column headers.
Filtering what you export
Add a filter to narrow the export to a slice of your transactions:
- Store — one shop, or leave it open for all connected stores.
- Kind — authorization, capture, sale, refund, or void.
- Status — success, pending, or failure.
- Gateway — a specific payment gateway.
- Order — the order name the transaction belongs to.
- Payment ID.
- Test — include or exclude test transactions.
- Processed date and created date — date ranges.
The filter you set in the wizard is part of the export and is independent of whatever filter you last used on the Order Transactions dashboard.
Exporting from the dashboard vs the wizard
The Order Transactions dashboard has an Export button (the Export Builder) for a quick single-entity export scoped to what you're looking at — Current page, Filtered (everything matching your dashboard filters), Selected (only ticked rows), or All order transactions across your stores. The full Export Wizard is the place to combine Order Transactions with other entities in one run, or to save the export on a schedule.
Scheduling
Any order transactions export can run on a recurring daily, weekly, or monthly schedule, rebuilding from live data each time and delivering to your destination. See the exporting overview for details.
Tutorial: export this month's captured payments for reconciliation
- Go to Exports → New export (
/exports/new) and, in Step 1, tick Order Transactions. - In Step 2, keep Simple columns. Make sure Order, Gateway, Amount, Fee, Net, and Processed At are selected.
- Add a filter: set Kind to Capture (or Sale), Status to Success, and a Processed date range for this month.
- In Step 3, choose Excel (
.xlsx) and set the destination to Email. - In Step 4, name the export and choose Run now.
- Open the file — one row per transaction, with amount, fee, and net for reconciliation.
Permissions
- View Exports (
viewExports) — build the export and configure columns. - Download Exports (
downloadExports) — download the finished file.
Account owners have both. Grant them to team members from their permissions.
FAQ
Can I export Shopify order transactions to Excel? Yes — choose
Excel (.xlsx) in Step 3 (or CSV). A combined multi-entity workbook is always
Excel.
Does each transaction get its own row? Yes — Order Transactions export one row per transaction. There's no line-item expansion.
Does the export include fees and net amounts? Yes — Amount, Fee, and Net are Simple-mode columns, so you get the gross, the processing fee, and the net for each transaction.
Can I filter by transaction kind? Yes — filter by Kind (authorization, capture, sale, refund, void), plus Status, Gateway, and date ranges.
Can I export transactions from all my stores at once? Yes — an export spans every connected store by default. Add a Store filter to narrow it to one.
Can I schedule an order transactions export? Yes — save it as a daily, weekly, or monthly schedule; each run rebuilds from live data.