Take your time to read this guide and familiarise yourself with the tools and the purpose of the fields used. If something is unclear and you have additional questions ask us over the live chat first, before starting to import.
Import / Export Templates:
The .csv Import / Export tool will have several templates.
As of 2020/06 the Export Template will contain:
Legacy .csv template
New 2020 Order .csv template
Royal Mail Click and Drop template *beta
As of 2020/06 the Import Template will contain:
New 2020 Order .csv template
Royal Mail Click and Drop template *beta
At this moment in time it is impossible to choose what columns you want to see in your .csv export.
Future updates will bring in additional templates for additional softwares such as Xero & Quickbooks and more.
Import / Export process Warning:
The Order Import/Export process must be done as per the guide, otherwise unexpected results will happen.
Be aware, applications such as Excel often change the Date, Currency and large number format to fit their preference. Take your time to investigate the fields after the .csv is opened, otherwise it will get saved in a different format and won’t work.
The breakdown and explanation of the columns used and their purpose:
Familiarise yourself with the purpose of the existing .csv table fields, before you accidentally consider them non-essential.
The list bellow goes into detail as to what the purpose of each column is, why it’s important and whether you can leave them blank or you must fill in information. Past this you will find dedicated task guides.
General Order Information:
Order Number: If left blank the system will generate one or you can assign your own, but it must be unique. if a duplicate order number is found the system will attempt to update that existing order.
Invoice Number - Non essential. You can assign your own, or leave it blank and the system will generate one.
Marketplace Name - Leave Blank. This field is used during export to show which marketplace the exported order belongs to. All imported orders are assigned to the local marketplace regardless of name given.
Marketplace Credential ID - Non essential. This field has one important purpose. During .csv order import, you can use your existing inventory and map new orders to those items, which results in stock deduction as if the orders we’re synced from the marketplace. The mapping of orders items to your inventory is done via SKU. In the event that you have two separate inventory items with the same SKU the system would not be able to know which one to map to and would not create the order. This is where the Marketplace Credential ID comes in, you can find this ID inside the Integrations page on each of the connected marketplace details. During .csv order import you can specify which marketplace SKU list the app should use for mapping your order items. If you have duplicate SKU on the same marketplace you would not be able to map these items and the oder would not create. Items that are merged are considered a single item and merged items SKU will be used for mapping.
Order Created Date: This is used to assign a date to your imported order. The date format cannot be changed and must be YYYY/MM/DD.
Item Name: The name of the order item. If the order item is successfully mapped, the name will be changed to the name as it is in your inventory, if the item does not map to anything the name will remain grey as written.
Item SKU: The order item SKU. An important Case-Sensitive value used to map your order items to the inventory. Misspelling can lead to incorrect order mappings or the item failing to map to anything, in which case an unmapped grey text item will be created in the order.
Item Image: Leave Blank. The field is only used during order export.
Tags: Non essential. Used to see existing order tags and add new ones.
Reference No: Non essential. Reference number field allows to attach additional info specific to that order.
Notes: Non essential. Text added here will appear in a yellow bubble as if someone from the Staff had left a note under the order.
Comments: Non essential. Text added here will appear in a green bubble as if the customer himself had left a note under the order.
Category: Leave Blank. This field used for export only to show the assigned category for the order item.
Supplier: Leave Blank. This field used for export only to show the assigned supplier for the order item.
Brand: Leave Blank. This field used for export only to show the assigned brand for the order item.
Handling Time: Leave Blank. This field used for export only to show the assigned handling time for the order item.
Item Quantity: Used to determine how many unit of this specific item are in the order.
Item Price: Used to determine the price of a single unit of the order item. Decimal numbers must be separated via “ . “, nothing else.
Order Discount: The total discount for the order applied before tax. Leave at 0 if no Discount is used. Decimal numbers must be separated via “ . “, nothing else.
Order Tax: The total order tax. There is no individual order item tax. Decimal numbers must be separated via “ . “, nothing else.
Order Total: Must be added, does not calculate automatically. Decimal numbers must be separated via “ . “, nothing else.
Payment Status: Only two values can be written in here. paid or un-paid, in that exact spelling.
Payment Method: Non essential. Anything written in here.
Currency: A three letter combination for currency must be provided here, for example USD or GBP. No symbols or full names.
Ship By Date: Non essential. You can set a desired ship by date for the created order. The date format cannot be changed and must be YYYY/MM/DD.
Deliver By Date: Non essential. You can set a desired deliver by date for the created order. The date format cannot be changed and must be YYYY/MM/DD.
Shipping Date: Non essential. If Carrier and Order Status changes are made to make the order Shipped, the system will use current date of upload and assign that as Shipping Date. Or you can choose your own date, but it must only be used when creating Shipped orders or when updating a New or In-Progress order to Shipped. The date format cannot be changed and must be YYYY/MM/DD.
Shipping Carrier: Assigns a carrier name for the shipped order. Must only be used when creating Shipped orders or when updating a New or In-Progress order to Shipped.
Tracking Code: Non essential. Used to define the tracking code used for the shipment.
Shipping Service: Used to display the shipping service chosen by the customer. Can be used when creating New, In-Progress or Shipped orders. This field is especially important if you plan the order to be fulfilled automatically via Amazon MCF.
Shipping Charge: Non essential. Optional field allowing you to add the cost of shipment. Field is not publicly visible yet and will be used in future updates.
Order Status: Available statuses are “new, in-progress, dispatched”, they should be used exactly as written here. Dispatched means shipped. Please remember that to create a shipped order or to update a new order to shipped all shipping related information must be provided.
Customer Address Details:
Buyer Firstname: Must be used for contact information.
Buyer Lastname: Non essential. Both first name and last name could be put into the first field. But for tidiness we recommend using both appropriately.
Buyer Email: Used as a means for carriers to send updates or contact them, depending on the carrier service chosen. And as contact info for sending Invoices and notes from Multiorders to the customer, if you ever choose to do so.
Buyer Phone: Used as a means for carriers to send updates or contact them, depending on the carrier service chosen.
Buyer Address Line1: Key shipping address information.
Buyer Address Line2: Non essential. Most carrier can are fine with only knowing the First line of address, but we recommend you provide as much information as possible.
Buyer City: Key shipping address information.
Buyer State: Key shipping address information. When creating US based address always use short form state names like “TX, LA, NY”.
Buyer Country: Key shipping address information. Can use short from “US, GB” or full country names.
Buyer Postcode: Key shipping address information.
Buyer Country ISO: A two letter country code must be used, for example “US, GB”, nothing else.
The same rules apply to the Recipient (shipping) address details.
On how to Export Orders read here.
On how to Import Orders - Overview read here.
How to Create Local Orders via .csv Import read here.
How to Update Local Orders via .csv Import read here.
How to Ship Local Orders via .csv Import read here.