Version 5.9
In this Topic: Show
The Import Tracking Data screen is the interface where the user can map Order Manager fields to fields in a text file in order to import tracking information from an external shipping application or a drop-ship vendor.
When importing data from a text file, if the data contains commas, the file should be saved as a tab-delimited file, not a csv.
Quotes should not be present in text files, regardless of whether it is a csv or tab-delimited file, or you will encounter errors.
To access this screen go to Main Menu > Maintenance Menu > Shipping & Fulfillment tab> and select Import.csv Tracking Numbers from the list of activities.
Click the Show
link next to "In This Topic"
at the top of this page to see a series of links in outline form,
which can be used to quickly jump to that section of the topic.
In addition, major topics may provide a brief synopsis of a field's purpose or direct the reader to the appropriate section of the topic by scrolling over the image. To return to the previous location within the same page, right-click the mouse and select [Back].
If clicking a field directs the reader to a different Knowledge Base topic, it will open in a new tab or window, leaving the currently viewed topic open. The browser's settings determine whether a new tab or window is opened.
Figure 1: Import Tracking Data screen
indicates that the tracking information that is being imported is related to drop-ship purchase orders which were created by the Order Manager
selecting this radio button will also activate and select the Drop Ship PO Number radio button in the Link Field section of the screen
enter the path and name of the text file from which the tracking information will be imported or use the [Browse] button to navigate to its location and click [Open]
the program will insert the name of the text file into this field will attempt to map fields from the text file to corresponding fields in the Order Manager
use this button to navigate to the location of the text file that contains the tracking information to be imported and click [Open]
the program will insert the name of the text file into this field will attempt to map fields from the text file to corresponding fields in the Order Manager
from this list, select the shipping carrier that delivered the packages
this field can be set to a default value by using system parameter, TrackingDefaultCarrier
the number Order Manager has assigned to the order
the number the shopping cart system has assigned to the order (numeric field)
an alphanumeric identification number that is assigned to an order by some shopping cart systems (text field)
the number assigned to the drop ship purchase order when it was created by the Order Manager
At a minimum, the Order # and Tracking Number fields are required to be mapped to their corresponding fields in the text file. All other fields are optional.
If the Item Numbers field or the Drop Ship PO Number field is mapped to a corresponding field in the text file, the Order Manager will create packing records for the items that have been shipped, as well as storing the tracking information for the shipment.
the serial number that the merchant has assigned to the product
the Order Manager does not enforce the use of unique serial numbers, it merely records the data
Export tracking information from the shipping application to a text file (tab-delimited or comma-delimited), or obtain the text file from a drop-ship vendor. Be sure to note where you save this file on your computer.
Go to Main Menu > Maintenance Menu > Shipping & Fulfillment tab> and select Import.csv Tracking Numbers from the list of activities to open the Import Tracking Data screen.
Select either the Regular Orders or Drop Ship POs radio button in the Import tracking for: section of the screen.
If the text file does NOT contain a header row, un-check the box labeled First row contains field names.
Choose one of the pre-defined shipping carriers from the Default Carrier drop-down list.
In the Link Field box, select the radio button for the most appropriate field found in the text file:
Order Number (Order Manager #) - STRONGLY RECOMMENDED
Source Order Number (shopping cart order number -- numeric only)
Source Order ID (shopping cart order number -- alpha-numeric only)
Drop Ship PO Number - this button is only active when the Import Tracking for: section is set to Drop Ship POs.
Manually type in the path to the file that contains the tracking data or click the [Browse] button to navigate to its location and click [Open]. The data from the text file will be displayed at the bottom of the screen (up to 50 fields and 100 records or rows).
The program will map as many fields it can correctly recognize to the appropriate Order Manager fields in the drop-down lists. Manually select the correct mapping for any fields that the program could not adequately recognize. The Order # and Tracking Number fields are required fields; in other words, they must be mapped to a field in the text file in order for tracking information to be imported successfully.
Click the [Test Data] button to have the program check for data errors. A message box will appear with the results, and if an error has been detected, the user may elect to view additional information about the error.
When satisfied with the data in the text file and the settings on this screen, click the [Begin Import] button to initiate the process of importing the tracking information into the Order Manager.
When the process has been completed the program will provide a count of the new records that were added.
If item number information is included or the drop ship purchase order number is included, the program will create packing records for the items contained in the text file.
The new tracking records for the orders contained in the text file can be seen at the Shipping and Tracking tab of the Orders screen.
Figure 1: Import Tracking Data screen with sample data for Regular Orders
Figure 2: Import Tracking Data screen with sample data for Drop Ship POs
Created: 4/6/11
Revised: 12/2/14
Go to Top