Many of our merchants want to perform analyses using data from other tools, such as their returns platform data exports or Shopify data exports. We make this easy to do in a couple ways:
All of our TryNow orders are tagged with "TryNow" so you can easily distinguish them in platform data exports that can filter by order tag.
You can easily export your order data from Merchant Portal. The export will contain:
Order ID
Order created at date
Charged date
Customer name
Customer email
Order status
Order total (initial total order value when the order is created)
Authorized Amount (current authorized amount for the order)
Upfront Paid Amount (upfront paid portion of the order for any buy now items)
Captured Amount on Authorization (any captured amount on the authorization)
Card Brand
To download a list of TryNow orders:
Navigate to your merchant portal at merchant.trynow.io
Make sure you are on the
Orders
tab.You may use the date and status filtering to filter for the data you are interested in.
Click on the "download" icon in the top-right corner.
In the “Export Orders” modal, you will see a list of previous exports that you can download. To get the latest data, click Initiate New Export.
Once the export finishes processing, click the down arrow to download it as a .CSV file.
You can use the
order_name
column to match these orders to data from your Shopify systems or connect your TryNow data back to the rest of your data ecosystem.
Order Status Definition
Pending authorization - the authorization has not yet been placed for the order
Unfulfilled - the order is awaiting fulfillment and the trial period has not started yet
In transit - the order is in process of being delivered to the shopper and the trial period will begin as soon as the order is delivered
In trial - the shopper's trial is in progress
Trial ended, auto-charge scheduled - the shopper has made their decision and payment will be captured soon
This could be right after their trial has ended or after their return has been accepted
Complete and Captured - the shopper's trial has ended and their order has been closed out, meaning payment for their TryNow items has been captured
Canceled - the order was canceled, most likely due to a failed authorization
Completed - the authorization was voided