Overview
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Allows your trade customers to create an order via upload one or more prepared CSV files or data copy and paste of product codes and quantities. Useful for large organisations with centralised ordering processes. Requests by different staff or departments in multiple csv files can be uploaded and will be submitted as one order. |
Order Import allows your customers to create an order via upload of a prepared CSV files or copy and paste of product code/quantity data. It reduces data entry for larger organisations that place orders centrally with your business. The purchasing officer or similar can upload one or more files with lists of product codes and quantities requested by multiple staff or departments. Or they can simply copy and paste this data into the textbox on the page. Both import methods will convert the data into the cart items of a single order.
The imported data is validated and feedback to the user given.
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On this page:
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Allow multiple file upload?
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To enable multiple file selection, toggle ON Allow Multiple Files on the File Upload tab in the Order Import Widget. Data from all files will be uploaded to a single cart. (Multiple orders will not be created). |
These steps are for your customers.
Step-by-step guide
Data preparation
.csv files with requested product details or flattext data for copy and pasting must be prepared.
- CSV file: An order line is created from data in the first two columns. Use the first column for the Product Code (or APN), and the second, for Order Quantity. DO NOT include a header row.
- Flattext data: Data must be ordered this way: Product Code (or APN), Order Quantity
- CSV file: An order line is created from data in the first two columns. Use the first column for the Product Code (or APN), and the second, for Order Quantity. DO NOT include a header row.
CSV file import method
To create a data import order from CSV files:
- When logged into the website, go to Dashboard → Order Import.
Click Select Files to browse to the saved .csv files, or drag and drop files from your local directory into the selection box.
Tip If your file has upload data errors, upload will return an error message.
Check your upload has a success message.
- Click Import Files.
- Check the Import Log for data analysed, as well as any errors encountered (e.g., invalid product codes).
Check imported items in the Shopping Cart.
Note If there were errors in your data and your cart is empty, you can ask us to update the default import behaviour setting. When the 'Order Import Skip Errors' flag is enabled the invalid lines will be ignored and the rest of the data will be imported.
- Proceed to checkout.
- Repeat Steps 1-8 for subsequent orders as required.
Data copy and paste method
Instead of uploading .csv files, you can also enter or paste data (Product Code,Quantity) into the Data Import box.
Example: CV200,5
Edit Order Import options
Settings for the Order Import template are in the Order Import Widget.
- Go to Content → Pages & Templates → Orders → Order Import Page.
- Click Edit.
- Find the Order Import Widget, then click Edit.
- For a guide to settings, see: Order Import Widget.
Additional Information
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| Minimum Version Requirements |
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| Prerequisites |
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| Self Configurable |
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| Business Function |
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| BPD Only? |
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| B2B/B2C/Both |
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| Third Party Costs |
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Related help
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