Please Note:
The bellow written up examples use screenshots from the Order page, but the steps for Import, Export & Update actions for Inventory are exactly the same.
If you would like to know more about the advanced functions and unique differences between Order and Inventory imports. Please read these guides for Orders, and these guides for Inventory.
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General Use Cases
You might want to use order import, export & update via CSV in the following scenarios:
You are selling on a marketplace that does not integrate with Multiorders and you want orders from there to appear inside our app.
NOTE: After the import, orders appear under the same Local marketplace name, it is not possible to create multiple local marketplaces.You are using a carrier that does not integrate with Multiorders. You can export the orders from Multiorders in a CSV file, upload them to your carrier system, ship orders there, export shipped orders from the carrier system, and import them back in Multiorders for orders to be updated with shipping information. This would update your stores as well.
You are using an accounting system that does not integrate with Multiorders. You can export orders and Inventory information from Multiorders into your accounting system to keep everything in sync.
You are looking for a fast way to create listings on a new marketplace. Some of the sales channels support importing inventory via .csv. So you could export all inventory data from one store and push it into another that way.
You are looking to create a copy of your existing sales, inventory or customer records or intend to transfer this information to any other platform of your choice.
How to export data via CSV
Go to the Orders or Inventory page. Click on the tab from which you want orders exported. If you want to export all items, choose the All tab, if you want to export only a specific category, then click on the Shipped tab for orders, Merged tab for inventory and so on:
If you want to export only a few items, checkmark them first:
If you want to export only very specific items, you have to first filter them by clicking on Filter, and applying the filters you want (you can add multiple filters to narrow done the selection).
Click on the Export button:
A popup will appear where you first have to select the Export Template:
Choose the template you want to use for the Export or build your own by following this guide.
Once you have selected the export template, you need to choose which items to export:
Choose Export All if you want to export all records available in the selected tab like All or Shipped or Merged - just make sure you have clicked on the right tab before beginning order export.
Choose Export Selected if you only want to export the items that you have selected manually before the export.
Choose Export Filtered if you applied the filters on your orders and want to export all filtered results.
Once all details have been selected, click on Export.
That's it - your orders started exporting. Go to the Reports page and scroll down to the bottom to track the progress of the export. Once the status says Done, the download link appears where you can get your export:
How to import data via CSV
Go to the Orders page and click on the Import button:
A popup will appear with your options to the left and a brief instruction to the right
Select the import type Create. This will show a brief explanation on what it's for. Then choose your template in Step 2. You can create a custom one by following this guide. In step 3 select the file you want to import and finally press Begin Import.
That's it - your orders started importing. To track the progress, go to the Reports page, scroll down to the very bottom where you will see a history of your order imports and exports, and check the Status column:
Once the import is finished successfully, the Status will change from Processing to Done and under the Failed column there will be no failed records found.
If there are any failed items, click on the number and you will get a detailed explanation of what went wrong:
How to update data via CSV
Before starting to update orders via CSV, you should familiarize yourself with what fields can be updated. Check the guide here for Orders and the guide here for Inventory.
IMPORTANT NOTE: Since Multiorders checks and updates order information from your connected sales channel to Multiorders every 10 minutes, it will overwrite the changes you will make with CSV import in the following data fields:
All Customer address information - to avoid marketplace overwriting your changed address info, please change it individually on every order. Just open the order find Shipping Address section on the right column and click on the cogwheel icon to make address adjustments:
Go to the Orders page and click on the Import button:
A popup will appear with the available options.
Select the import type Update, select your template, click on the Choose Sheet button to upload our CSV or TSV file we filled in, and click on Import:
That's it - your orders started updating. To track the progress, go to the Reports page, scroll down to the very bottom where you will see a history of your order imports, exports, and updates and check the Status column:
Once the updating is finished successfully, the Status will change from Processing to Done and under the Failed column there will be no failed records found.
If there are any failed items, click on the number and you will get a detailed explanation of what went wrong:
