How to Export Conversations to CSV (Pro)
Step 1: Open Communications
Section titled “Step 1: Open Communications”Go to Order Communication → Communications.
Step 2: Narrow the list
Section titled “Step 2: Narrow the list”Pick a state in All Statuses and click Filter, or search. The export follows what the list shows.
Step 3: Export
Section titled “Step 3: Export”- Everything that matches: Click Export CSV next to the heading.
- A few conversations: Tick them, choose Export to CSV in Bulk actions and click Apply.
Step 4: Open the file
Section titled “Step 4: Open the file”The file is named order-communications- plus today’s date. It has one row per message, oldest first
within each order:
| Column | Holds |
|---|---|
| Order | The order number |
| Date | When the message was sent |
| Sender | customer, staff or system |
| Author | The name on the message |
| Private | yes for a private note |
| Message | The text |
| Attachments | Links to attached files |
The file opens cleanly in Excel, with accents intact. A cell starting with =, +, - or @ is
saved with a leading apostrophe so a spreadsheet never runs it as a formula.
Private notes are included. Remove those rows before sharing the file outside your team.