Import Orders

Review the available fields, required fields, valid values, and field-specific requirements for importing Orders into Ordway.

Note: Importing Orders includes the following tabs:

Both tabs must be populated for a successful import.

Before You Begin

Review Step 1: How to Build an Import File to learn how to prepare an import file.
Review Step 2: Import Data for information about importing data.
Download the Order import template from the Import Wizard.
Make sure you have the required permissions to import Orders.

An Order import file includes the following tabs:

Both tabs are required for a successful Order import.

The following indicators identify field requirements:

Indicator	Description
X	Required for the specified operation.
*	May be required based on settings or additional selections.
—	No specific requirement is defined.

The Orders tab contains the fields available for creating and updating Orders.

Field	API Name	Type	Create	Update	Valid Values	Notes
ID	id	Text	X	X	—	—
Customer ID	customer_id	Text	X	—	—	—
Order Date	order_date	Date	X	—	—	If not provided, defaults to the current date in UTC.
Status	status	Text	—	—	Fulfilled, Pending, Cancelled, Invoiced	The source import requirements specify Fulfilled as the default.
Currency	currency	Text	—	—	—	—
Exchange Rate	conversion_rate	Number	—	—	—	—
Coupon Code	coupon_code	Text	—	—	—	—
Notes	notes	Text	—	—	—	—
Separate Invoice	separate_invoice	Boolean	—	—	Yes, No	—
Price Book ID	price_books_id	Text	—	—	—	—
Billing Contact ID	bill_contact_id	Text	—	—	—	If not provided, defaults to the customer's billing contact.
Shipping Contact ID	shipping_contact_id	Text	—	—	—	If not provided, defaults to the customer's shipping contact.
Payment Term	payment_terms	Text	—	—	—	If not provided or Separate Invoice is false, defaults to the customer's Payment Terms.

The Order import template can also contain custom fields configured for your Ordway environment.

The provided import template includes the following custom fields:

Field	API Name	Type	Valid Values
Text	text12	Text	—
mnhj	nkjmnhj	Formula	—
lookup ontact	lookup_ontact	Lookup	—
order_text	order_text	Text	—
Order_Number	order_number	Number	—
Order_lookup	order_lookup	Lookup	—
Order_Currency	order_currency	Currency	—
Order_Picklist	order_picklist	Select	Picklist1, Picklist2, Picklist3, Picklist4
Order_Textarea	order_textarea	Textarea	—
Order_Percentage	order_percentage	Percentage	—
Order_Multiselect	order_multiselect	Multi-select	Multi-select1, Multi-select2, Multi-select3, Multi-select4, Multi-select5

The Line Items tab is required for an Order import.

Field	API Name	Type	Create	Update	Valid Values	Notes
Order ID	order_id	Text	X	X	—	—
Line No	line_no	Text	—	—	—	—
Product ID	product_id	Text	X	X	—	—
Description	description	Text	—	—	—	—
Unit Price	unit_price	Currency	—	—	—	If not provided, defaults to the Product list price.
Quantity	quantity	Number	X	X	—	—
Discount	discount	Number	—	—	—	—

You can add comments to the import file by starting a row with #. Any row that starts with # is ignored during import.

For example:

# This row will be ignored during import

Use comments to add notes to the import file without importing the comment as Order or Line-Item data.