Overview
The Order Importer adds line items to a sales order in bulk from a CSV or Excel file. Two import modes are available:
Product Catalogue importer: Imports line items that match existing products in the Product Catalogue, with pricing pulled from each product's saved configuration.
Basic importer: Imports line items as one-off products that aren't linked to the Product Catalogue. Every detail (including pricing) is read from the import file.
📍Configure the Order Importer
Settings>Order Importer
Product Catalogue importer
To import line items that reference catalogue products, the Pricing table mapping field must be configured. This field specifies which pricing table attribute (e.g. a product code) is used to match line items in the import file to products in the catalogue.
Once configured, the Order Importer matches each line item in the import file to a catalogue product using that attribute. The import file then only needs two columns: Code (to match products) and Qty (to specify quantity).
📝 Notes
Pricing details are not required in the import file when using the Product Catalogue importer.
By default, the correct pricing is added to each imported line item based on the product's saved price and the customer's assigned price level.
If pricing is included in the import file, it overrides the saved pricing.
Basic importer
To import line items that don't reference catalogue products, configure the Basic importer settings.
The Basic importer allows Additional description fields to be configured, each mapped to a column in the import file. This makes it possible to import descriptive information (such as colour, size, or specs) alongside the basic product details. Any number of Additional description fields can be added.
Use the Order Importer
When creating a new quote or sales order, launch the Order Importer by selecting Add product > Import products, then choose whether to import from the Product Catalogue or Basic (once-off) products.
Once the Importer launches:
Choose the import file, or enter data manually.
Map the required fields to the import file's column headers.
Review and submit the data.
The line items from the import file are added to the order automatically.
Required fields in the import file
Product Catalogue importer:
Code: Matches each line item to a product in the catalogue, using the pricing table attribute configured in Pricing table mapping.
Qty: Quantity of each line item.
Basic importer:
Qty: Quantity of each line item.
Product name: The name or description of the line item.