How to Import Sales Orders via file [Step-by-step guide]

You can Import Sales Orders into techOMS via file.

This article describes how to download and use a CSV file to do so, and the steps involved in the manual process.

This is a two phase process, which implies:

• Downloading the Canonical CSV file and completing it with your order(s) information
• Import the file

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

WARNING: There is a limit for records importing of 10000 entries by file. Adding more will cause data consistency issues.

NOTE: The file's supported delimiters are comma, semicolon and tabulation, and quotation marks the supported character is ".

DOWNLOAD THE CANONICAL FILE

To be able to properly import your orders, you need a Canonical File.

This file can be obtained in two different ways:

• From the Canonical Import Files article, detailed instructions below in this section
• From the Import screen, detailed in the following section as part of step 4
  

Download the CSV file applicable to the case from the techOMS Canonical Import Files [Information] article.

This file will contain examples filled out, which you will have to follow in structure and substitute with your own data.

You can use any program to work with this file as long as it does not alter the format.

Once your file is ready, proceed with the steps to import.

IMPORT THE FILE

To import Sales Orders via CSV file you will have to:

1. Click Sales Orders under Sales

2. Click Actions to deploy the fields for creation

3. Press Import Orders

4. Select the file and press Import; if you don't have your prepared file yet, you can press Download Template, prepare it and apply the steps

If the file content and format is valid, techOMS will import the data, or show an error message instead.