Need help exporting WooCommerce data via Windsor.ai

Hi everyone :waving_hand:

I’m just getting started with WooCommerce + Windsor.ai and could really use some guidance on exporting data correctly.

The API connection is set up and pulling info, but I’m struggling to make the numbers line up. So far, I’ve managed to:

  • use the order creation date for sales data

  • use the refund creation date for refunds

…but I’m still missing some partial refund data, and I’m unsure how the tax adjustments from refunds flow through to net vs. gross sales.

Has anyone come across a solution for this? I’ve been experimenting for a week and making only slow progress. (That said, it’s still feeling smoother than Shopify so far :sweat_smile:.)

Any tips or pointers would be hugely appreciated!

Hi Maria!

WooCommerce handles refunds as separate “refund” objects rather than as simple adjustments to the order, so the link isn’t always obvious. A good first step is to work with order status instead of only dates — for example, look at completed vs. refunded status to catch most cases.

For partial refunds, pull the original order amount together with any associated refund records, then subtract the refund totals to get your net sales.

If you can, query by order ID instead of date. Fetch all orders first and then match any refund objects to those IDs. This gives you a much cleaner picture of sales vs. refunds.

If the issue persists, please contact our customer support via a live chat or email.

Regards,
Mary from Windsor.ai