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This data mapper can be used to create routine Orders from spreadsheets!

Using the Order Import Data Mapper lets you sync Orders to Zoey from other systems.

Overview

The Order Import has a specific Template that the data must be formatted into. You can learn about the features and find a how-to guide for the Order Import here.

Using a Data Mapper for the Order Import just means we'll be looking to automate the upload of an Order Import File from an external location like FTP or Drobox.

How to Set Up an Order Import Data Mapper

The set-up for an Order Import mapper is the same as any other. Learn about the Connections and Data Mapper Imports first.

All of the Order Import fields will be automatically set after selecting the Order CSV import Mapper Template. You can edit the CSV Column to match the file your will be importing. Learn about the requirements for import here.

Setting the Schedule and Import File Source

The most important parts of an automated Data Mapper import are the Schedule and the Import File's Folder.

Use Schedule will let you choose how many times per day/hour/week the mapper is ran. When this mapper runs it will check the File Import Folder for a file which matches the File Name. If found, it will be imported to create the new Orders.

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You must use an online hosted Connection to import Orders such as Dropbox or an FTP server. Files will be uploaded there and found by Zoey through the Connection and the File Import Folder.