Overview
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.
On this page:
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
Uploading multiple files?
To enable multiple file selection, toggle ON Allow Multiple Files in the Order Import widget. Data from all files will be uploaded to a single cart. (Multiple orders will not be created).
To create an order:
- 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.
- Click Import Files.
- Check the Import Log for data analysed, as well as any errors encountered (e.g., invalid product codes).
Check that imported items are in the Shopping Cart.
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
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
