Generic Carts Order Import Template

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Overview

Requirements

Required Fields

Web Order #

Order Date

SKU

Quantity Ordered

Unit Price

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.

 

  1. Select New and enter a name for the new template.
  2. Select OK.
  3. 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.
  4. Select Next.

  1. 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.
  2. Select Next.

 

  1. 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.
  2. 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.
  3. To test your new template, select All Orders or 1st 100 Orders, and select Test Data. Testing your data does not have any effect on your file or the SEOM tables.

 

  1. Select View Test Orders to review the data as it would be imported.  
  2. Select Save.
  3. 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.
  4. Close the screen by selecting the X in the upper right-hand corner.
  5. Create the definition of the generic shopping cart in SEOM. Refer to the Shopping Carts Knowledge Base topic for specific directions.
  6. Select the new template from Import Template on the Shopping Carts screen.
  7. 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

Import Orders

Shopping Carts

 

Created: 10/20/14

Revised: 12/2/14

Published: 04/14/16