This use case example covers importing Orders in bulk.

Import File Structure

The sample import file for Orders includes nested objects which are separated into individual sheets in Excel or separate files for csv. Nested Orders objects include: 

• Line Items

Important: When creating new Orders and Line Items at the same time, you must provide temporary IDs to link the Orders to the Line Items. When auto Document Numbering is enabled via Menu > Settings > Document Numbering > Order ID, the temporary IDs provided in the file will be overwritten by auto-generated IDs.

Example Order Import Tab

Example Line Items Tab

Step 1: Build an Import File

Be sure to review Import Basics: Build an Import File article before proceeding. 

1. Within Ordway, navigate to Menu > Operations > Import Data.

2. Download the Orders Sample Template in the desired format; either .csv or .xls.

3. Populate the data. Reference required fields for Order Imports. 

For this use case where we are importing new Orders, we will include: 

Order Tab:

• ID (temp ID as mentioned above)
• Customer ID
• Order Date
• Status

Line Items Tab: 

• Order ID (temp ID as mentioned above)
• Line Number
• Product ID
• Description
• Quantity

4. Save the file when finished.

Step 2: Import Data

1. Within Ordway, navigate to Menu > Operations > Import Data.

2. Select Proceed next to Orders.

3. Click Select File to navigate to the populated Orders template from Step 1. Accepted file types include .csv, .xlsx, or .zip.

4. Optional: Send import results in an email.

Click the toggle next to ‘Send import results to the following email address(es). Use a comma to separate each address.’ 

5. Click Next to continue.

6. Verify the object data to be uploaded with the corresponding spreadsheet tab.

7. Click Next to continue. 

8. Select the Date Format in the import file to match the Date Format field drop-down in the Import Wizard.

To edit or customize available mappings, read about how to Save Field Mappings. 

9. Verify all columns are correctly mapped on the Map Columns screen for each tab in the import file. Ordway automatically maps fields with the same name. Review all mappings to ensure they are correct. 

Note the separate tabs, each with their own mapping fields:

Order Tab

Line Items Tab

10. Click Next to Continue.

The screen displays the number of records found. 

11. Click Import to continue.

12. The screen displays the total number of rows processed per tab and any rows with errors. View failed record reasons by hovering over the error icon in red on the corresponding row.

Fix any errors by clicking Fix Errors, then click in the individual cell to edit the value. 

Note: Be sure to check each tab included in the import and correct all errors.

Example error:

13. Once any errors are corrected, click Import.

14. Once the import completes, view the results including the number of records processed and records skipped due to errors. 

15. Click Done. You are automatically returned to the most recently visited page.

Step 3: View Import History