Orders : Working with Import Configurations

When importing your bulk orders, configurations help map the order information from your .CSV file to the platform seamlessly. Follow the steps below to create the import configuration once, so that in the future, you only need to upload your order file.

Creating import configuration

Read article : Order Management : Create orders in bulk in order to create import configurations.

Step 1 : Select NEW to create a new configuration to import your orders > Click on “Next”

Step 2 : Enter a name for your configuration and map the properties of your uploaded .CSV to the ones on the platform > Click on “Next”

The following properties must be included in your CSV file: Number, Type, Stock Location, Quantity, Product Number. Additionally, ensure that all the information provided in the CSV file, even if not mandatory on the platform, is accurately mapped.

Step 3 : Once you click on Next > you will be able to see your ORDERS uploaded on the system with the information updated as that in the .CSV uploaded

In the future, if you need to import new bulk orders, you can simply select the previously created configurations.

Deleting and Editing import configurations

Follow the below steps to edit an already existing import configuration.

Orders > Three dots on the top right corner > Settings > Import Configurations > Select the configuration you want to Edit > Make the changes > Save

Follow the below steps to delete an already existing import configuration.

Orders > Three dots on the top right corner > Settings > Import Configurations > Select the configuration you want to Delete > Click on “Delete”