Volusion Source Data Export

Volusion Source Data Export

A complete Volusion export gives Next-Cart the source files required by the selected migration path.

When to use this guide

Use this guide when:

• Volusion is the Source Platform in the selected migration path;
• Next-Cart shows source data file upload for Volusion;
• you need to prepare standard table exports or additional Product image data for the approved migration scope.

Prerequisites

Before you begin, confirm that:

Requirement	Why it matters
Volusion admin access	You need access to Inventory and Import/Export areas.
Export permission	The account must be allowed to export standard tables and saved queries.
Approved data scope	Confirm whether Reviews, tracking data, kits, options, and additional Product images are required.
Secure file storage	Customer and Order exports can contain sensitive information.
Next-Cart support details for additional images	The additional image export may require a query supplied for your migration.

Data types to export

Data area	Volusion table or export
Store and tax data	ExchangeRates, Tax
Catalog structure	Categories, Products
Product options and kits	OptionCategories, Options, KITS, KITLNKS
Customers	Customers
Orders	Orders, OrderDetails, TrackingNumbers
Reviews	Reviews
Additional Product images	Saved query supplied by Next-Cart support when required

Organize the export folder

source-exports/
└── volusion/
    ├── standard-tables/
    └── additional-images/

Export the standard tables

1. Open Standard Export

   Sign in to Volusion admin and go to Inventory > Import/Export > Standard Export.

2. Select a table

   In Export From, select the first required table.

3. Include all columns

   In Columns, select Check All.

4. Choose the CSV format

   In File Format, select CSV - Comma Delimited Text File.

5. Export and download the file

   Select Export, then download the generated CSV.

6. Repeat for every required table

   Export ExchangeRates, Tax, Categories, Products, OptionCategories, Options, KITS, KITLNKS, Customers, Orders, OrderDetails, TrackingNumbers, and Reviews when those data areas are in scope.

7. Store the files together

   Save the CSV files in source-exports/volusion/standard-tables/ without removing columns or changing identifiers.

Export additional Product image data when required

Additional Product image data can require a saved query prepared for your migration.

Use the query details supplied by Next-Cart support

Do not invent or modify the query. Request the required QB Table, title, query type, export format, and query text from Next-Cart support when additional Product image data is required.

1. Open Saved Exports

   Go to Inventory > Import/Export > Saved Exports.

2. Create a query

   Select Add New Query.

3. Enter the supplied query details

   Enter the fields and query text exactly as provided by Next-Cart support.

4. Save the query

   Save it, then return to Saved Exports.

5. Run the export

   Select the saved query and export the results as CSV.

6. Store the file

   Save the CSV in source-exports/volusion/additional-images/.

Expected result

You should have:

• one CSV for every required standard table;
• an additional Product image CSV when required;
• unchanged identifiers and relationship fields;
• a clear folder structure ready for upload.

Verify the export

Check	Pass condition
Required tables	Every table required by the approved scope has a CSV file.
Columns	Each standard export includes all columns.
Products and Categories	Product and Category identifiers and relationships are present.
Options and kits	Required Option and Kit tables are included together.
Orders	Orders and OrderDetails are both present; TrackingNumbers is included when required.
Additional images	The support-supplied query was used without modification and produced a readable CSV.
File integrity	Files open successfully and have not been manually restructured.

Failure handling

Issue	What to do
A required table is unavailable	Confirm export permission and the Volusion account level, then contact support if the table remains unavailable.
The export contains no rows	Confirm that the source table contains records and that no unintended filter was applied.
A CSV is incomplete	Repeat the export with Check All selected.
Orders cannot be reconciled	Confirm that both Orders and OrderDetails were exported.
Kit or option relationships are missing	Confirm that OptionCategories, Options, KITS, and KITLNKS were all exported when required.
Additional image query details are missing	Request the exact query details from Next-Cart support before continuing.
The saved query fails	Do not rewrite the query. Capture the error and contact support.

Security and cleanup

• Store Customer and Order exports in a restricted location.
• Do not email unprotected source exports.
• Remove unnecessary local or shared copies after migration work and support review are complete.

Next step

Continue to Upload Source Data Files and upload the complete Volusion export set requested by Next-Cart.