Import .csv Tracking Numbers

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Overview

The Import Tracking Data screen is the interface where Monsoon Order Manager fields are mapped 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, and 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>Settings>Shipping Functions>Import .csv Tracking Numbers.

Description of the screen

Import tracking for:

Regular Orders

• indicates the tracking information being imported is related to normal orders (not drop-ship orders)

Drop-Ship POs  

• indicates that the tracking information being imported is related to drop-ship purchase orders created by Monsoon Order Manager

• selecting this radio button activates and selects the Drop-Ship PO Number radio button in the Link Field section of the screen

File to import from:

• enter the path and name of the text file from which the tracking information is imported or use the Folder button to navigate to its location and select Open

• the program inserts the name of the text file into this field attempts to map fields from the text file to corresponding fields in Monsoon Order Manager

Folder

• use this button to navigate to the location of the text file that contains the tracking information to be imported and select Open

• the program inserts the name of the text file into this field attempts to map fields from the text file to corresponding fields in Monsoon Order Manager

Field Delimiter

Comma Delimited

• indicates the text file fields are separated by commas

Tab Delimited

• indicates the fields in the text file are separated by tabs

Other

• if the fields in the text file are separated by another character, enter it in this field

First row contains field names

• select this box if the text file contains a header record which reflects the names of the fields contained in the file

Monsoon Order Manager Field

• 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, Monsoon Order Manager creates packing records for the items that have been shipped, as well as storing the tracking information for the shipment.

Order #

• the number that Monsoon Order Manager assigned to the order

Tracking Number

• the number assigned by the shipping carrier representing the shipment

Carrier

• the name of the shipping carrier that delivered the packages for a given order

Pickup Date

• the date upon which the package was received by the shipping carrier

Shipping Cost

• the total shipping cost of the package

Qty Shipped

• the number of items that were shipped in a given package

Item Number

• the SKU of the product or products that are part of a given shipment

Packed By

• the name of the individual that gathered and boxed the items in the shipment

Serial Number

• the serial number that the merchant has assigned to the product

• Monsoon Order Manager does not enforce the use of unique serial numbers, it merely records the data

Notes

• this field may contain any additional information that is pertinent to the shipment

Default Carrier

• select the shipping carrier that delivered the packages

• this field can be set to a default value by using system parameter, TrackingDefaultCarrier

Link Field

• choose one of these buttons to indicate which field is used to match the tracking information to the order

Order Number

• the number Monsoon Order Manager assigned to the order

Source Order Number

• the number the shopping cart system assigned to the order (numeric field)

Source Order ID

• an alphanumeric identification number assigned to an order by some shopping cart systems (text field)

Drop-Ship PO Number

• the number assigned to the drop-ship purchase order when it was created by Monsoon Order Manager

Test Data

• once the name and location of the text file is established and the fields have been mapped to Monsoon Order Manager fields, select this to have the program check for potential data problems

Begin Import

• after the data has been tested, select this to start the import process   

Using the Import Tracking Data screen

1. 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.

2. Go to  Main Menu>Settings>Shipping Functions> Import .csv Tracking Numbers.

3. Select either the Regular Orders or Drop Ship POs radio button in the Import tracking for: section of the screen.

4. Manually type in the path to the file that contains the tracking data or select the Folder button to navigate to its location and select Open. The data from the text file is displayed at the bottom of the screen (up to 50 fields and 100 records or rows).

5. If the text file does NOT contain a header row, clear the box labeled First row contains field names.

6. Map the fields in the text file to the Monsoon Order Manager fields by making the appropriate selections in the drop-down lists.

7. Choose the appropriate shipping carrier from the Default Carrier drop-down list.

8. In the Link Field section, select the radio button that matches the most appropriate field found in the text file:

   • Order Number (Monsoon 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

9. Select Test Data to have the program check for common data errors. A message box appears with the results. If an error is detected, you may elect to view additional information about the error.

10. When satisfied with the data in the text file and the settings on this screen, select Begin Import to initiate the process of importing the tracking information into Monsoon Order Manager.

When the process is completed the program provides a count of the new records that were added.

If item number information or the drop-ship purchase order number is included, the program creates packing records for the items contained in the text file.

The new tracking information can be seen at the Shipping and Tracking tab of the Process Orders screen.

 Main Menu >Process My Orders > View and Process My Orders > Shipping

Additional information

Created: 6/17/12

Revised: 8/11/15

Published: 08/19/15