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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.

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Order Import File Names must be unique!
The Order Import mapper is prevented from importing the same file twice based on the File Name.
If you're importing a standard file like orders.csv through the mapper you must append a unique identifier to the name and match that through the Filename End.

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 Columns 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 runs. When this mapper runs, it will check the File Import Folder for a file that 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.

Import Mode

Import Based On File Name will require that you specify the file name and unique suffix for it to be located and imported.
Import All Directory Files does not require a File Name because every file in the File Import Folder will be tried by the importer.

File Action after Processing

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When importing orders automatically it's important that the same file is not processed twice!

In the Mapper Template settings, set the File Name and File Import Folder. File Format and File Extension should remain the default of CSV.

File Action after Processing will determine if the processed file gets moved to another folder after being imported. That is very important to prevent duplicate orders from being created!

Files that have been imported will be moved to the File Folder After Processing location and can be appended with the processing time by Add Timestamp.

Filename End

Filename End will change what the data mapper expects the order import File Name to be.

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Each individual file can be given have a unique name based on the Filename End option. The same file name will not attempt to be imported twice.

Random Key - append any unique value to the file name and it will get imported once.

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Such as: yyyy-mm-dd-hh-ii-ss
Or more simply: -1, -2, -3
%yyyy-%mm-%dd or %mm-%dd-%yyyy can be expected at the end of the filename if you are importing orders once per day.