Importing Orders

Data import instructions

Beta testing, take care! Any issues, chargeable support time applies.

Expectation is a single file, where the order headers are in their own columns, and may or may not repeat per item line.

Every item line must have at least product code and quantity, as well as the unique reference to order ID or invoice ID. 

Product codes column must match a valid product code in our system. No blanks or mismatches, or they get rejected.  

Getting Started

To add a basic order to the system, you could use the following fields:

•  b_invoice_id, p_code (to match the product that exists in the system), qty , b_unit_price, b_total_tax, b_total_total

Note: This is only a basic example and does not include all expected info e.g. customer info, freight option etc.

Understanding What Column Names are required

You may wish to make a few test orders, then export that data, using the Export Orders Option - to better understand our columns.

Check the Include product lines (Creates multiple lines per order)  option if you want to export product lines included in the order.