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

You can import Sales Orders into techOMS using a CSV file. This article explains how to download, prepare, and manually import the file.

This article is divided into the following sections:

1. Download the Canonical File
2. Import the File

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

WARNING: The maximum number of records per file is 10,000. Exceeding this limit will cause data consistency issues.

 

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

 

I. DOWNLOAD THE CANONICAL FILE

To import orders, you first need the canonical CSV template.  You can obtain it in two ways: 

• From techOMS Canonical Import Files [Information].
• From the Import Orders dialog explained in Step 4 below.
  

The template includes filled-out examples. Follow the structure exactly and replace the sample data with your own. You can use any program to edit the file as long as it does not alter its format.

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

II. IMPORT THE FILE

To import Sales Orders via CSV file:

1. Click Sales Orders from the left menu under the Sales section.

2. Press Actions.

3. Click Import Orders.

4. Click Files and select your CSV file.

NOTE: If you don’t have a prepared file yet, press Download Template, fill it out, and repeat this step.

5. Press Import.

techOMS will import the valid orders and skip those with errors. When the process finishes, a popup will display the operation results. Example: 3 entries were processed, 2 successfully and 1 with error.