How To Do A Sure Done Bulk Upload Of Template

How to Import a Spreadsheet

IN THIS GUIDE

Overview
Import Information Folio
Set Upwards Your Template
Edit Your Template: Details | Match Fields | Transmission Mapping
Import Your File
Remove Data from Inventory Items
Bulk Delete Inventory Items
Check Import Results

Overview

In some cases, you may demand to import your data into Order Desk, whether that exist orders, updates to orders, inventory items or shipments (packet tracking data). This is useful, for instance, when you take orders coming in from a source that we don't accept an integration with. You might likewise have a large inventory that you would rather add together to Order Desk from a spreadsheet instead of manually entering each item. Many people also use this feature to import shipments from their warehouse.

To import data into Lodge Desk, y'all will need to have a .csv, .xlsx, or .txt file with your information. You won't be able to simply import that data direct into Gild Desk-bound, however. Since each file volition be unique per store, fulfillment service, personal preference, etc., yous'll first take to create a template to match the information in your specific file so that information technology tin exist translated into Gild Desk's names for each field.

This guide will testify you how to create an import template and and then utilise that template to import your data.

Import Data Page

To access the Import Data page in Order Desk, click on Import Information under the Tools carte du jour in the left sidebar.

If you lot haven't prepare upward any templates however, you lot'll exist directed to the Setup Import Template page, where you tin can begin to create your showtime template.

If you already have at to the lowest degree i import template created, y'all'll be directed to the Manage Import Templates page. From here you can edit an existing template or create a new one by clicking on Add New Import Template in the top right.

Set Upward Your Template

To begin, you lot will need either your full file or a smaller sample file with a few entries already added to it. If yous are planning to upload a file with more a few dozen lines, nosotros recommend using a sample file of just the kickoff few lines to create the template.

Name

Give your template a proper noun that will be easy for you to identify later. You may end up with several templates, so naming each something uniquely identifiable will allow you to piece of work more than quickly in the time to come when looking at your listing of templates.

Import Type

Select the import type for this specific template from Orders, Shipments, Inventory Items or Club Modify:

Select Orders to create a template to import a file of new orders into Order Desk.
Select Shipments to create a template to import a file of tracking and fulfillment details for orders in Lodge Desk that accept been fulfilled and need to be updated.
Select Inventory Items to create a template to import your production details into Guild Desk then they can exist synced with your orders.
Select Order Modify to create a template that will permit you update orders that are already in Club Desk. Add together a fulfillment ID, order notes, checkout data, metadata, payment status or change the folder with this template.

Delimiter

Select the delimiter blazon of the sample file you are using (.csv files are mostly Comma Separated Values). The file may accept a tab, pipe or semicolon separating the values. It's important to choose the right delimiter type based on how your specific file separates each field.

Add your file and upload it to Order Desk.

IMPORTANT
You will need to create a new template or update your existing one if your file layout or number of columns changes. Each template will just work when importing data from a file that matches the exact aforementioned columns in the exact aforementioned lodge as the template was created to receive.

Edit Your Template: Details

Once your file is uploaded, you'll be able to configure your import template. Let's look at Details kickoff.

Template Name

You tin can name or re-name your import template in this field.

Order Friction match Cavalcade

Templates for importing orders will accept one extra setting that templates for shipments and inventory items don't have, the Lodge Match Cavalcade.

If your file has more than one line per order (separate lines for each item in the social club, for instance), you can gear up the template up to read a specific cavalcade of your file to compare the information to the aforementioned cavalcade in the previous line. If the data is the same (for instance, if the Guild Number is the same on more than one line), Lodge Desk will add the detail details into i social club instead of multiple orders or skipping the extra lines.

Choose which cavalcade in your file Order Desk should read to compare details from line to line from the Club Match Cavalcade dropdown, or get out it set to None if yous only have i line per social club.

Skip Beginning Line

If the first line of your file is used to describe each column, y'all can select Skip Get-go Line to ignore this information:

If, yet, the outset line of your file is data that needs to be imported, make sure to leave this unchecked:

Send Email Confirmation

A unique email address is created for each import template. This can be found merely above the Import Template details:

This email address can be used to import files to your Order Desk shop every bit long as the file matches the import template. If you lot email your file to this unique address, you can select the Send Email Confirmation setting in the details to receive a report on the import. This will exist sent to the email accost that sent the file.

Automatically Download Files From FTP Server

Another option to import data into Order Desk is to download your files through FTP. Select Automatically Download Files From FTP Server to bring up the credential fields for this option. Order Desk will check your FTP server every 12 hours. The specific timing of this check can be adjusted on the View Appointments page after y'all enable this setting.

Edit Your Template: Friction match Fields

The nearly important part of the import template setup process is field matching. When you lot upload your sample file, Order Desk-bound volition brandish each of the columns from your file with the sample information and permit you cull which Gild Desk-bound field is the right match for each slice of information. This allows Gild Desk to import your information with the right field names, and lets you import your data without irresolute your file format.

The Match Fields section will look something like this, though it will use the data from your own file:

The column number will be listed down the left, the First Row, with your field descriptions, is listed next. Field S etup is where yous volition choose which Gild Desk field matches yours. Your Sample Data will exist listed downward the right side to aid yous choose which Order Desk Field should be used to match your information.

In this screenshot, equally yous tin can see, the commencement field is the Guild ID. If yous want this field included in your import template, click on the Field Setup dropdown where it says --Skip-- and ringlet through the available fields until you find the one that matches yours. In this example, we're looking for Society ID, which is convenient considering Order Desk calls it the same name.

Friction match each field necessary. Your fields probable won't all match Order Desk-bound'south name for each, which is why this matching process is necessary. In the 2nd column, for instance, the sample file calls it First Name, just Order Desk-bound will need it to either be Shipping Showtime Proper name or Client First Name.

IMPORTANT
When a file has multiple tracking numbers in 1 row for an order, Order Desk-bound will merely accept the first tracking number to preclude any upload errors. As an example, if Society #1234 has three tracking numbers listed under the Tracking Number field (trackingnumber1, trackingnumber2, trackingnumber3), only trackingnumber1 will be imported.

Edit Your Template: Transmission Mapping

The manual mapping section allows yous to ready specific data in your imports. For instance, you tin can always gear up the shipping.country to "US" or the source_name to "Shopify". Add one per line in this format: name=value for example:

aircraft.country = United states of america
source_name = Shopify

For a list of field names, refer to this guide or contact Society Desk-bound back up for help.

In that location are also some special mapping features that tin can exist used in the transmission mapping box. Details are given for each below.

source_id_prefix

For order imports, utilize source_id_prefix to set a value as the prefix on all Social club IDs. For example, if y'all want all Gild IDs to take the prefix SH, use:

source_id_prefix = SH

code_prefix

For inventory item imports, use code_prefix to gear up a prefix on all SKUs beingness imported. For example, if you want all SKUs in the import to take the prefix SH, utilise:

code_prefix = SH

SKU Replace

To supersede whatever role of a SKU on an inventory import, use the post-obit code, replacing a and b with the characters you demand to look for (a) and supplant (b):

code_twig={{ code|replace({'a': 'b'}) }}

As an instance, if you lot need to change the SKU 12 34 to 12-34 (replacing the space with the nuance), you would enter this in the manual mapping field:

code_twig={{ code|replace({' ': '-'}) }}

order_id_prefix_requirement

For shipment and society import templates, if a specific prefix is required on the order number in the file for it to be added to Lodge Desk, use order_id_prefix_requirement to look for information technology in the file. For example, if a file has several types of orders in it, but merely the orders with the prefix OD are meant for Order Desk-bound, use:

order_id_prefix_requirement = OD

All other orders in the file will be skipped.

order_id_remove

For shipment and society import templates, utilize order_id_remove to remove a specific part of the order number when adding information technology to Order Desk. Equally an example, if a fulfillment service adds its own prefix of WHS- to order numbers before sending a shipment file back to Guild Desk, remove the prefix by using:

order_id_remove = WHS-

This can be used for whatever function of the order number, not just a prefix.

carrier_conversion

For shipment imports, utilise carrier_conversion to correct a non-standard carrier code. For example, if the shipper writes FDX for FedEx shipments, to right it when the file imports into Club Desk, use:

carrier_conversion = FDX=FedEx

N/A = Bare

For any import type, add N/A = BLANK to the manual mapping box to remove whatever fields that have Due north/A in the file import. These fields will be left blank instead.

date_format

If the dates in a file aren't formatted properly for PHP, for instance if it contains forwards slashes similar in d/m/Y, this can be stock-still by Gild Desk on import to adjust it to the standard Y-m-d H:i:s format to prevent errors with displaying the correct date.

To gear up an import template upwards for this conversion, you will need to tell Order Desk what the format in the file is by setting date_format= in the Manual Mapping field. Using d/m/Y H:i:southward as an example:

date_format=d/m/Y H:i:s

Society Desk will look for that format in the file and catechumen it to Y-grand-d H:i:southward.

This setting besides requires the date to be set to Club Engagement (Local Time) when creating the import template:

remove_leading_zeroes = truthful

To remove leading zeros from a shipment file, utilize remove_leading_zeroes = true to the manual mapping box.

metadata_carrier_reference_field=carrier

When importing a shipment file that does not include the carrier with the tracking details, yous can pull the carrier name from the order directly if it was pre-fix equally order metadata by a rule.

To practise this, create a rule, using the Order Rule type, and cull the issue y'all desire this rule to run on. Add filters, if necessary, so for the activity, choose Ready Social club Metadata Value as the action and set the Field Proper noun to carrier and the Field Value to the carrier name you need to use:

In the manual mapping field of the import template, add metadata_carrier_reference_field=carrier to pull the order metadata value from the guild. Information technology volition be added to the gild shipment information when the tracking details are added from the file.

checkout_data_carrier_reference_field_name=carrier

When importing a shipment file that does not include the carrier with the tracking details, you can pull the carrier name from the order directly if information technology was pre-gear up as checkout information with a rule.

To do this, create a dominion, using the Order Rule type, and choose the consequence you want this rule to run on. Add filters, if necessary, then for the action, choose Set Checkout Data Value equally the action and prepare the Field Name tocarrier and the Field Value to the carrier name you need to use:

In the manual mapping field of the import template, add together checkout_data_carrier_reference_field_name=carrier to pull the checkout data value from the order. It will be added to the order shipment information when the tracking details are added from the file.

tracking_url_template

Set tracking_url_template=http://customcarrierurl/?tracking=XXXXXX. We will replace the Ten'southward with your tracking number and set this as the tracking URL on the shipment.

metadata_tracking_url_field

Set up metadata_tracking_url_field=CUSTOM_URL and we will look in the metadata of the for the CUSTOM_URL field in society to build our tracking URL template. This is a fashion to use rules to set up your custom tracking URL per society.

reset_stock_to_zero

Set reset_stock_to_zero in an inventory import template to have all SKUs reset to 0 right before the import runs. The SKUs from the file will then be adjusted accordingly, and all other SKUs will remain 0.

stock_subtract

When importing an inventory file, you can use stock_subtract=1 in the Manual Mapping field to have whatever negative quantities set to 0 on import. Every bit long as the stock_subtract value is higher than the quantity value in the file, the quantity will be set up to 0 on import.

If the stock_subtract value is lower than the quantity value in the file, the difference between the ii numbers (the quantity minus the stock_subtract value) volition be fix as the quantity.

Import Your File

In one case all the mapping is complete, y'all can save your import template and go back to the list of import templates. Your new template will be available and ready for you to utilise to import your data.

Y'all can import your data through one of the 3 methods discussed earlier in this guide: uploading, emailing or FTP.

To upload your file, return to the Import Data page and, using the import template you created, cull your file and click Upload. If y'all want to test your file before uploading, yous can select Simply Preview Output first to see if there are whatsoever errors.

To email your file to Order Desk, transport your file as an attachment to the electronic mail address listed just to a higher place the template details:

To download your files automatically through FTP, click on Automatically Download Files From FTP Server and configure the template to connect to a provided FTP server:

Order Desk checks the provided FTP server twice a twenty-four hour period and will process all files it finds. Afterwards processing, the files will either be archived or deleted, based on your preference. If you would like to specify what time the files are downloaded, yous tin can edit the appointment on the View Appointments folio.

Files should be no larger than 8MB in size, and imports should non exceed a few chiliad records at a time as larger file sizes can cause the request to fourth dimension out.

Of import
Item Code/SKUs will overwrite themselves when beingness added to Lodge Desk if they share the same code. Please make certain each of your items have unique SKUs for all items to successfully import.

Remove Data from Inventory Items

If you lot demand to remove certain fields from your inventory items without deleting the unabridged production or going through manually to delete the specific fields from each item, you can do this using an import template and the special field value [REMOVE].

To set this up, add [REMOVE] to the field that you want to delete for each item in your spreadsheet:

Follow the steps in this guide for creating an import template (if one does not already exist for this spreadsheet), and when imported, those fields will be deleted from the inventory items, leaving the rest of the fields and/or adding whatever new ones based on the data in the spreadsheet.

Using the above example, the Bluish Mug item had the print_sku field set equally BM9903 in Order Desk-bound:

And after importing the spreadsheet with [REMOVE] in the print_sku field, it was deleted from the particular in Social club Desk:

Majority Delete Inventory Items

If you lot need to delete inventory items in bulk, you can import an inventory file to do then. Brand sure the detail SKUs are in the file, and so Social club Desk-bound tin find the items in your store. Set the item name to REMOVE (this must be capitalized).

When the file is imported, any SKU in the file that has the item name REMOVE will be deleted from your Gild Desk shop.

Check Import Results

Once your spreadsheet has been imported, you lot'll meet a link appear to Show All Completed Imports. Click this link to come across the results of all the imports that you've washed thus far.

Your imports will be listed based on the import templates that were used for each template.

Under results you'll see three different columns. Green results have been added/updated, greyness results were skipped, and ruddy results were invalid results that take not been added. If your results are coming upwards red, you lot'll need to check the mapping on your import template to brand sure it matches upward with the columns and fields on the spreadsheet y'all're importing.