Processing Orders Importing Orders

Importing Orders from file

Orders can be imported into Packing Partner from a range of text formats, including .csv, .xls, .txt, .tab and .xlsx.

To import orders the source files must contain at least a sales record number, buyer ID and products.

Preparing the file

In the program you want to export from, prepare the export file to contain all the details you want to import into Packing Partner. If you don't have any control over the export, then just export the file and map the columns.

Mapping the columns

In the Records Tab click Records>Import from File, select the file to be imported and click Open.

If you have already defined the template for the opened file, Packing Partner will try and match the headers of the file with the existing template. If the file does not have the same headers, you will need to open the template by selection Open from the Template toolbar.

Import dialog

Under the Column mapping section, choose the corresponding field for each column from the drop-down menu. You must map all columns even if you only select Unused.

Default settings


Seller Id	Used when Seller Id is not mapped
Channel	used when Channel is not been mapped
Currency	Used when Currency is not mapped. If your file contains multiple currencies, you must* map a currency column*.
Date order	The Day Month Year order that date columns are in.
First line is header	Tick if the first line of your file is a header. A header is needed you auto match existing templates to a file.

Mandatory fields

Channel
Channel, Seller Id	Are mandatory, default setting will be used if not mapped
SaleId	Is mandatory and must be mapped to a column.
SaleDate	Is mandatory. If not mapped the date and time of import will be used.
BuyerId	Is mandatory. If not mapped, CusName must be mapped and is used for BuyerId
Country	Can be full country name or 2 digit ISO code e.g. United Kingdom, UK or GB.
Currency	Is mandatory, default setting will be used if not mapped
TaxRate	If not present, will be replaced with default VAT Rate from Settings.

Importing

Once you have mapped all the columns, click Import on the bottom right of the dialog. Any errors in the import will be shown.

Import errors

Once the imported orders are checked, a confirmation dialog allows you to check all the details have been mapped correctly before importing.

Confirm import