Importing Records

Importing from CSV or XML 

Packing Partner can import sales from other sources using CSV, Tab or Tilde delimited files.

After you have created the template as described below, in the Browser Tab, click Import on the toolbar. After the file has been read, and checked for errors, you can confirm the records you want to import.

The format (CSV, Tab, Tilde, XML) of the import file is determined automatically by Packing Partner, when it is imported.

Options and default settings

Default settings for imported records can be changed from Tools>Options>Settings>Importing .

Creating a CSV Template

To edit the import template go to Tools>Options>Records>Edit CSV Import , then open the CSV file in a spreadsheet and insert a row at the top.

Insert the corresponding data fields for each column, using {Unused}  or {Un} for any columns that aren't used. Then copy the top row of the spreadsheet and paste it into the CSV import editor.

If you need to amend the template you can cut and paste the text back into the top row of the spreadsheet.

Record fields

The fields in bold are mandatory

{BuyerID}

The identifier of the buyer (or buyer name if there is no separate ID)

{BuyerNotes1}
{BuyerNotes2}

Any notes from the buyer

{Channel}

Channel that the records have been collected from

{SaleDate}
{PaidDate}

Original sale date (tax point date) and the date it was paid

{SaleID}

The reference for the sale

{SaleUrl}

The URL of the orifinal sale. 

{SellerID}

The name of the seller

{SellerNotes1}
{SellerNotes2}

Any notes added to the sale by the seller

{ShipMethod}

The method chosen by the buyer or default shipping method

{Stream}

For multi-channel imports, this is the original marketplace, e.g. Amazon, eBay. 

{Unused} / {Un}

Denotes an unused column that exists in the CSV file but is not imported

Invoice fields

 

{Carriage}

Carriage cost

{Chg}
{ChgName}

Any charge that applies to the whole invoice and the name of the charge

{Currency}

The three letter abbreviation for the currency e.g. GBP, EUR

{Disc}
{DiscName}

Any discount that applies to the whole invoice and name of the discount

{PayType}
{PayRef}
{PayUrl}

Payment type, payment reference and URL to the payment processor's page

{TaxRate}

Tax rate as a percentage e.g 20

{InvTotal}

Invoice total 

{InvKgs}

{InvGms}

Invoice weight in Kilograms or Grams 

{IOSSNumber}
{IOSSValue}

Marketplace IOSS Number and taxed value

 Customer fields

 

{CusTitle}     
{CusFirst}
{CusLast}
{CusName}
{CusPhone}
{CusMobile}
{CusEmail}
{CusSkype}
{CusCompany}

Customer name and company fields

{CusLine1}
{CusLine2}
{CusLine3}
{CusLine4}
{CusPostcode}
{CusCountry}
{CusIso}

Customer address lines, {CusIso} is the two letter ISO code for a country, e.g. UK

{CusScore}
{CusNotes}

CusScore is for a buyer rating supported on the import channel.
CusNotes is for specific customer notes. For notes about the order, use BuyerNotes1 or BuyerNotes2

Delivery fields

 

{DelTitle}
{DelFirst}
{DelLast}
{DelName}
{DelPhone}
{DelMobile}
{DelEmail}
{DelSkype}
{DelCompany}

Delivery name and company fields

 

{DelLine1}
{DelLine2}
{DelLine3}
{DelLine4}
{DelPostcode}
{DelCountry}
{DelIso}

 

Delivery address lines, DelIso is the two letter ISO code for a country, e.g. UK

{DelScore}
{DelNotes}

DelScore is for a buyer rating supported on the import channel.
DelNotes is for specific delivery notes. For notes about the order, use BuyerNotes1 or BuyerNotes2

Item fields 


{Cat}
{Cnd}
{Cmt}
{GiftMsg}
{GiftOpt}    

Item Category, Condition, Comment, Gift message and Gift option

{Img}
{Title}
{Url}
{Var}

Item image Url, Title, Url and Variation

{Qty}
{Chg}
{Cost}
{Dsc}
{TaxR}
{TaxV}
{Total}

Item Quantity, Charge, Cost, Discount, Tax rate, Tax value and Total

{Code}
{Loc}
{Sku}

Item code, Location and SKU

{Kgs}    
{Gms}
{Length}
{Width}
{Depth}

Item Weight and Dimensions, use either Kgs or Gms, not both