CSV Order Import
Posted by Jared Meakin on 08 Sep 2014 15:58
Last Modified by Adam Roberts on 26 Jan 2017 14:52
CSV Order Import is now available for general use.
To access the service, click on the CSV Order Import menu item under the orders menu. On this page you will see a drop down list asking you to select the relevant channel, and a button allowing you to select the file for upload.
N.B. Setting up your import file
In some instances your columns may contain multiple data types, for instance the column that contains your postcodes may contain UK postcodes (which are text) and foreign postcodes (which are often purely numeric), or you might have a mixture of SKUs, some of which consist entirely of numbers and some that contain numbers and letters.
If this is the case you MUST:
If you do not complete these steps then it may result in a loss of data when the orders import.
You will first need to select the channel you wish to import orders to using the drop down list provided.
Following that, click the 'Select File' button and browse to the file you want to upload. Supported file types for upload are .xls, .xlsx and .csv.
Once the file has been uploaded, the mapping section will appear. In order to help you map all the fields we have split the information into 6 different sections:
To map a field you simply need to select the field name from the drop down list that matches the name of the field in the file you uploaded. For instance, if you had a field in your file called 'OrderNumber' which you wanted to use as the Order Reference, you would just need to select 'OrderNumber' from the drop down list labelled Order Reference.
Many of the available fields may be left unmapped, giving you the choice of how much information you supply in the import. Leaving the field with the default value from the list selected ('Please Select') will mean that that field is not mapped to any of the fields in the file you uploaded.
To import orders successfully some of these fields MUST be mapped. The following is a list of the required fields for order import:
If you fail to supply any of these fields you will be presented with an error message to inform you of the required fields you have missed.
Billing Address information is not required, though if you do not provide a separate billing address the shipping address details will be used as the billing address.
Once all the mappings have been set, click the grey confirm mappings button in the bottom right hand corner. If this is the first time you have mapped an order or you have changed any of the fields you will be given the option to save the mapping as a default. You have two options for saving a default mapping:
Save As Account Default - This will save the mapping as the default for your account (and all channels for your account)
Save As Channel Default - This allows you to save the mapping as a default against the channel you have selected only. In this way you are able to have different default mappings for different channels, which may be helpful if the information you use to import orders is not presented in the same way for your various channels.
Saving this information as a default will allow the system to automatically populate the mapping information the next time a file is imported.
At the bottom of the page you will see a grid which will show a list of all the orders you are trying to import, along with whether they are valid orders that can be imported into StoreFeeder. The information is validated based on the type of information provided (e.g. whether the value in the file represents a date in the case of the order date field), the length of the information provided and whether or not an order with the same Order Reference exists.
If you have any orders which do not meet the validation requirements these will be highlighted with a warning icon. Hovering the cursor over this icon will provide you with more information about why validation failed. You will not be able to import your orders until the errors have been corrected or removed from your import file.
If there are no errors, a blue button will be visible in the bottom right hand corner, labelled 'Confirm Import'. Clicking on this button will process the file and import the orders into the system.