📘

You can use this import to create new orders, or to upload historical order data.

You can also import new Order Attribute Values for your existing orders via import.

👍

The Order Import can be automated! Click here to learn about automating this import with Data Mappers!

Requirements for Import

Before importing your orders, read through the following bullets to make sure your import will be accepted.

• A maximum of 50 Orders can be imported per file.
• Accounts and Contacts must already exist in Zoey.
• Products must already exist in Zoey.
• Bundle Products are not currently supported.
• Gift Card Products are not currently supported.
• Products with Required Customizations are not currently supported.
• Downloadable Products with Links Purchased Separately are not currently supported.
• Only Offline Shipping and Payment Methods can be used.
• Emails will not be sent for Imported Orders.

Payment Methods

Credit Card payment methods (Stripe & Auth.net) cannot be used in the Order Import. The order is not invoiced upon creation, but can be imported as New/Pending for you to process.

• purchaseorder will require the Purchase Order Number column be added to your import.
• netterm will set the Account's default Net Terms on the Order.
  The Net Term can be set in the Invoice

Shipping Methods

The shipping method provided will calculate the shipping cost for the order based on its settings.

• quotes_custom_shipping will use a custom shipping cost that must be set in the Order Shipping Amount column.

Account Location and Addresses

Your Account Location Name column must match an existing Ship To Location on the Account. That Location will be set on the Order.

Account Addresses like your Billing Address and Shipping Address do not have to match to what's on the Account. The addresses in your CSV file will be set on the Order, but won't be saved to the Account.

Importing Order Attribute Values

📘

You can include data for Order Attributes!

Prefix the Attribute Code, found in the order attribute's settings, with attribute_.

For example, the Order Attribute below can be given a value by adding attribute_warehouse_note to your import sheet.

Creating Invoices

🚧

Invoices can't be imported. But, you can invoice your imported orders automatically!

You can invoice these Orders through the API or by using Invoicing Automation.

Click here to learn more about Invoicing Automation or mimic the Invoicing Automation rule below.

The imported Order Payment Method must match the payment method listed on the import for orders to be invoiced automatically.

The Template

Please use the Guide for instructions on what each column header means and required fields.

Copy the Guide and Template to your Google Drive

Download the Template as CSV Here!

How to Import your Orders

1. Download the Zoey Order Template file.

2. Take your existing Order data and bring it over to our template. We have included some explanations for each column on the Guide sheet. Be sure to satisfy all required fields. Every order must have Shipping and Billing information.

   1. It is critical that the Account, Account Location, Contact Email, and Item SKUs match what already exists in Zoey.
   2. Each item on an order must be listed on sequential rows.

3. Open the Import & Export Menu through the document icon on left side of Admin.

4. Click on Create Orders

   

5. Select your file for import and upload. Be sure to read the bullets listed.

   

Error Troubleshooting

Invalid Payment/Shipping Method Error

Some shipping and payment methods can't be used on imported orders. The error will provide you with valid methods that you can use in the import.

For example:

Order Line 1: Invalid Payment Method 'cryozonicStripe': Valid values are cashondelivery, checkmo, purchaseorder, banktransfer