Generic Carts Order Import Template

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Overview

• When you have a generic shopping cart license, you can create an order import template to import order information from a comma separated value or tab delimited text file. It can also import data from a native MS Access database or a linked table from another application, such as MS Excel.

• You can create as many order import templates as you need. The same template can be used for different generic shopping carts if the data is received in the same format. Create different templates for different carts if the data is received in a different format.

• When a template is saved, it records the full path and file name of the file from which it should import data. Each time you import orders from a specific template SEOM looks for the same file name in the same location.

Requirements

Required Fields

Web Order #

• the unique order number assigned by the shopping cart
• if there is more than one line item for an order, they must all have the same Web Order #

Order Date

• must be in a format that MS Access recognizes

SKU

• the cart's unique item or part number which should match a SKU in SEOM  

Quantity Ordered

• the purchased number of units of a given line item

Unit Price

• the sale price per item

Data Requirements

Text Files

1. There can be no BLANK rows anywhere in the text file.
2. If the data fields contain commas, the file must be saved as a tab-delimited file, not as a csv, or you will encounter an error.

3. Do not use quotes in any text files, regardless of the file type (csv or tab-delimited), or you will encounter errors.

4. The first row may contain field names. Field names should only include letters, numerals and spaces. No periods or other punctuation symbols are allowed. If the first row contains field names and you select that option in the template setup, SEOM attempts to match them up with its fields wherever it can. You have to manually map the remaining fields.
5. There must only be one line item per row in the text file. If an order has more than one line item, there must be a separate row in the text file for each item. The program gets order level data (names, addresses, etc.) from the first record for each order. Subsequent records for the same order only need the web order number and the line item information (SKU, price, quantity, etc.) Addresses and other order level data in those records are ignored.
6. All required fields must contain valid data.     

MS Access Databases

1. Field names should only include letters, numerals and spaces. No periods or other punctuation symbols are allowed. The program will try to match your field names with the Order Manager’s fields wherever it can.

2. There must be only one line item per record in the table. If an order has more than one line item, there should be a separate record in the table for each item. The program gets the order level data (names, addresses, etc.) from the first record for each order. Subsequent records for the same order only need the order number and the line item information (SKU, price, quantity, etc.). Addresses and other order level data in those records will be ignored.

3. All required fields must contain valid data.

Creating an Order Import Template

1. Go to Main Menu>Import My Orders>View My Import Templates.

2. Select New and enter a name for the new template.
3. Select OK.
4. Enter the full path and file name of the text file or Access database from which to import the orders. Select the folder icon to navigate to the location of the file.
5. Select Next.

6. Select the options you want to use for the order import, such as the Field Delimiter, whether the file contains a header record (field names), and if you wish to store the path and file name with the template.
7. Select Next.

8. Map the fields in your file to the SEOM fields by making selections from the drop-down lists. The program attempts to automatically map fields of the same, or similar, name. If it does not, there is probably something wrong with the import file. Be sure to review and map the fields on all other tabs: Order Fields, Customer Fields, Line Items, Custom Fields and Payment Fields.

   

   eCheck Fields

   Account Type – Checking, Business Checking, Savings

   Transaction Type – PPD, CCD, TEL, WEB

   Check Number – number of the check used to pay for the order

   ID Number – driver's license number, or other form of identification

   ID State – state which issued the identification

   Date of Birth – account holder's date of birth

    

    

   Displays any custom fields which are defined by the user.

   

   

   SKU – stock keeping unit which uniquely identifies the product

   Item Name – name given to a product

   Qty. Ordered – number of units purchased

   Unit Price – sale price of an individual product unit

   Unit Weight – weight of a single product unit

   Taxable – is the product taxable?

   Freeform Options – optional, defines dynamic product options as opposed to defining them in Inventory options and option lists

   Line Item ID – the sequential number assigned to a given product in an order

   Tax Per Item – amount of tax charged on an item

   Shipping Fee per Item – amount of any shipping fees applied to a given line item (the program does not multiply the fee by the Qty. Ordered of the line item) which is rolled into the total shipping charge for the order

   Shipping Tax per Item – amount of tax charged on shipping fees by line item which is rolled into the total tax for the order

   Gift Wrap Fee Per Item – amount charged for gift wrapping by line item (the program does not multiply the fee by the Qty. Ordered of the line item) which is rolled up into the total surcharges for the order

   Gift Wrap Tax Per Item – amount of sales tax charged for gift wrapping fees by line item, which is rolled up into the total sales tax for the order.

   Option 1 - 10 – product attributes (size, color, etc.), if any

    

   

   Bill To and Ship To Address

   Name – Full Name of the purchaser or recipient

   Company – the business name, if any

   Address 1 – street and building number

   Address 2 – suite number, PO Box, etc.

   City – destination or billing location

   State – state or province where location exists

   ZipCode – postal code of location

   Country – country

   Phone – customer contact telephone number

   First Name – given name of customer

   Last Name – surname of customer

   Referred By – entity which suggested or directed the customer to  your store

   Customer Web ID – identification number assigned to the customer by the web store or marketplace

   Email – electronic mail address

   Add to Email List – sets flag in customer record which adds it to the bulk email process (export customer)

   Customer IP – the Internet Protocol address from which the order is placed

   Gift Message – arbitrary message supplied by the customer which can be printed on their invoice or packing slip

    

    

    

   Bill To and Ship To Address

   Name – Full Name of the purchaser or recipient

   Company – the business name, if any

   Address 1 – street and building number

   Address 2 – suite number, PO Box, etc.

   City – destination or billing location

   State – state or province where location exists

   ZipCode – postal code of location

   Country – country

   Phone – customer contact telephone number

   First Name – given name of customer

   Last Name – surname of customer

   Referred By – entity which suggested or directed the customer to  your store

   Customer Web ID – identification number assigned to the customer by the web store or marketplace

   Email – electronic mail address

   Add to Email List – sets flag in customer record which adds it to the bulk email process (export customer)

   Customer IP – the Internet Protocol address from which the order is placed

   Gift Message – arbitrary message supplied by the customer which can be printed on their invoice or packing slip

    

    

    

9. Select Next to move through all of the tabs. The Custom Fields tab is only visible if custom fields are already defined by the user.
10. To test your new template, select All Orders or 1^st 100 Orders, and select Test Data. Testing your data does not have any effect on your file or the SEOM tables.

11. Select View Test Orders to review the data as it would be imported.  
12. Select Save.
13. Select OK if you want to keep the same template name you entered previously, or over-type the value and select OK to save the template. The template is now listed in Load a template.
14. Close the screen by selecting the X in the upper right-hand corner.
15. Create the definition of the generic shopping cart in SEOM. Refer to the Shopping Carts Knowledge Base topic for specific directions.
16. Select the new template from Import Template on the Shopping Carts screen.
17. Select Save.

Import Orders from the Generic Order Import Template

1. Go to Main Menu>Import My Orders>Import My New Orders.
2. Select the generic shopping cart from the list of shopping carts.
3. Select Import via Template.

Editing an Order Template

1. Go to Main Menu>Import My Orders>View My Import Templates.

2. Select the template from Load a template.

3. To make changes to the template, simply select a tab and make the necessary changes to any of the fields.

4. Go to the Test & Save tab and select Save.

5. Respond Yes to replace the existing template of the same name.

Deleting an Order Template

1. Go to Main Menu>View My Import Templates.

2. Select the template from Load a template.

3. To remove the template from the system, select Delete and then OK when prompted for confirmation.

Additional Information

Created: 10/20/14

Revised: 12/2/14

Published: 04/13/16