coreSTORE is the POS module of the Coreware suite (alongside coreFORCE for eCommerce and coreCLEAR for A&D compliance). Public help center is available without login at help.coreware.com and care.coreware.com. The export procedure described below is the documented round-trip Excel template - the same template is used for import and export.
What Orchid Does With This File
Standard customer-list import.
Before You Start
- Make sure all customer columns you care about (including any custom fields) are visible in the Customers view before exporting.
Step-by-Step Instructions
- Sign in to coreSTORE.
- Click Sales in the left menu.
- Click Customers.
- You have two export methods:
- Method A (all customers): Click the "..." (3-dot menu) in the upper right > click Excel Export.
- Method B (selected customers): Check the box next to specific customers, then click Excel Export from the action buttons that appear.
- The file downloads to your browser's default download folder.
Expected File Format
Excel (.xlsx)
Expected Columns
- Customer ID
- First Name
- Last Name
- Company
- Phone
- Address
- Customer Group
- Tax Exempt
- Notes
- (plus any custom fields visible in the view)
Watch Out For
- Custom fields export only if visible in the view — use the cog/gear icon to enable them first.
- Excel Export is permission-gated. If you don't see the option, ask your admin to grant the "Excel Export" employee permission.
- Check your browser's download folder or the download arrow (top right) for the file.
- If your customer list integrates with coreFORCE (the eCommerce side), the customer record may be split between coreSTORE and coreFORCE. Orchid handles the merge.
This file may contain sensitive information (customer addresses, pricing, costs). Send it to Orchid using the secure upload link your consultant provided. Do not email exports as unencrypted attachments.
Questions about this export? Reach out to your Orchid implementation consultant, or email implementations@joinorchid.com with the subject line "[Migration] [Your Store Name] - [Legacy System] [File Type] export."